Plan Ledger DOL Form 5500 · updated monthly

Uphealth, Inc.401(k)

UPHEALTH, INC. 401(K) PLAN · DELRAY BEACH, FL · plan year 2023

Reported admin expense ratio · 2023
0.18%

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

Uphealth, Inc. reported $21,056 in plan administrative expenses for 2023: 0.18% of average plan assets, below the peer median. Employer contributions averaged $2,100 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 1 year on file its reported administrative ratio rose from 0.18% to 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,628th-largest of 3,644 plans among Florida employers on file, and 7,516th of 11,654 in professional & technical services. In 2023, employees put in $2.44 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,575,086
Participants with balances375
Active participants308
Employer contributions$646,901
Employee contributions$1,575,383
Employer contribution per active participant$2,100
Average account balance$30,867
Benefits paid to participants$5,049,661
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2025$0 · $31K emplr
2024$6.9M · 271 accts · $512K emplr
2023$11.6M · 375 accts · $647K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$21,056
Total administrative$21,056
The Uphealth, Inc. 401(k) match · 2023
Employer contribution per active participant$2,100
Median for plans this size$2,440
2024$2,245 per active participant
2023$2,100 per active participant

Uphealth, Inc.'s 2023 employer contribution ran below the $2,440 median for plans its size. 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2025Not separately reported
2024$21,645 · 0.23%
2023$21,056 · 0.18%
Similar plansProfessional & Technical Services · Florida
Iventure Solutions, Inc. FL$11.7M · 0.61%
Ninjaone, LLC FL$11.6M · 0.46%
Motionpoint Corporation Fsa FL$11.4M · 0.44%
Integrated Dermatology, LLC FL$11.4M · 0.38%
B3H Corporation FL$11.4M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 833838045 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.