Upbound 401(k) Retirement Savings Plan
Upbound Group, Inc., Plano TX. Employer ID 450491516, plan number 001. Annual reports on file for 2009 to 2025.
Where the money went
- Filed 2009-2025Upbound 401(k) Retirement Savings Plan, Upbound Group, Inc.
- TodayUpbound 401(k) Retirement Savings Plan still files. Jpmorgan Invest Holdings LLC keeps the records. That is where to ask.
Records are kept by Jpmorgan Invest Holdings LLC, per the 2025 filing.
Left in 2022? You may be owed employer money
- In plan year 2022, 4,482 people (41% of active participants) left before they were fully vested. Turnover that high can count as a partial plan termination (Revenue Ruling 2007-43), which requires full vesting of employer money for those who left. The plan may argue it was routine turnover. Filing
This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
No unusual events.
People in the plan
"Separated, still owed" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Separated, still owed | Source |
|---|---|---|---|
| 2014 | 19,682 | 1,794 | Filing |
| 2015 | 20,258 | 1,274 | Filing |
| 2016 | 19,544 | 1,122 | Filing |
| 2017 | 17,224 | 1,054 | Filing |
| 2018 | 15,144 | 1,282 | Filing |
| 2019 | 13,358 | 1,428 | Filing |
| 2020 | 13,531 | 1,673 | Filing |
| 2021 | 13,051 | 2,147 | Filing |
| 2022 | 10,146 | 483 | Filing |
| 2023 | 11,522 | 1,535 | Filing |
| 2024 | 10,855 | 1,494 | Filing |
| 2025 | 9,207 | 0 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.