How big is Upstream Bio, Inc.'s plan?

Upstream Bio, Inc.'s plan reported $2.6M in assets and 42 participants for 2024.

Original filing (PDF)20250604060747NAL0008173411001

Upstream Bio, Inc.

Name: Upstream Bio, Inc. — Form 5500 (2024)
Creator: Upstream Bio, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upstream Bio, Inc.

401(k) retirement plan · Upstream Bio, Inc. held $2.6M in plan assets for 42 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Rachel Hughes signed Upstream Bio, Inc.'s 2024 Form 5500 as plan administrator.

Rachel Hughes — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Upstream Bio, Inc.'s EIN is 38-4187694.

EIN 38-4187694

Plan number 001

Plan year 2024

ACK ID 20250604060747NAL0008173411001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Upstream Bio, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Upstream Bio, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

UPSTREAM BIO, INC.

EIN

all filings

Address

890 WINTER STREET · SUITE 200 · WALTHAM, MA · 02154

Phone

(978) 835-8608

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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