Plan Ledger DOL Form 5500 · updated monthly

Integrated Behavioral Health, Inc. dba Uprise Health401(k)

UPRISE HEALTH 401(K) PLAN · IRVINE, CA · plan year 2022

Reported admin expense ratio · 2022
0.33%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Integrated Behavioral Health, Inc. dba Uprise Health reported $39,456 in plan administrative expenses for 2022: 0.33% of average plan assets, above the peer median. Employer contributions averaged $879 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.33% to 0.63%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in California (5,586th of 9,483), and 4,029th of 4,798 in finance & insurance. In 2022, employees put in $4.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,545,308
Participants with balances213
Active participants266
Employer contributions$233,728
Employee contributions$997,663
Employer contribution per active participant$879
Average account balance$44,814
Benefits paid to participants$3,739,555
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.3M · 119 accts · $170K emplr
2023$8.3M · 146 accts · $183K emplr
2022$9.5M · 213 accts · $234K emplr
The Integrated Behavioral Health, Inc. dba Uprise Health 401(k) match · 2022
Employer contribution per active participant$879
Median for plans this size$2,266
2024$1,663 per active participant
2023$1,317 per active participant
2022$879 per active participant

Integrated Behavioral Health, Inc. dba Uprise Health's 2022 employer contribution ran below the $2,266 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$52,414 · 0.63%
2023$43,281 · 0.48%
2022$39,456 · 0.33%
Same employer
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The Automotive Group, Inc. CA$10.2M · 0.63%
Watermark Capital Inc CA$9.9M · 0.16%
Input 1, LLC CA$9.8M · 0.02%
Franklin Loan Center CA$9.7M · 0.24%
Renew Financial Group LLC CA$9.4M · 0.16%
Kind Lending, LLC CA$9.4M · 0.99%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330851349 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.