How big is Upward Credit Union's plan?

Upward Credit Union's plan reported $2.2M in assets and 14 participants for 2025.

Original filing (PDF)20260518125750NAL0000106291001

Upward Credit Union

Name: Upward Credit Union — Upward Credit Union 401(k), Form 5500 (2025)
Creator: Upward Credit Union
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upward Credit Union 401(k) Plan and Trust

401(k) retirement plan · Upward Credit Union's Upward Credit Union 401(k) Plan and Trust held $2.2M in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Jason James Mertz-Prickett signed Upward Credit Union's 2025 Form 5500 as plan administrator.

Jason James Mertz-Prickett — 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

Upward Credit Union's EIN is 94-6093763.

EIN 94-6093763

Plan number 002

Plan year 2025

ACK ID 20260518125750NAL0000106291001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Upward Credit Union from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Upward Credit Union's plan includes ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UPWARD CREDIT UNION.

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Plan health score

Top-tier plan health

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