Wheels Up Partners 401(k) match, vesting and fees
What Wheels Up Partners' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Farber, Blicht, Eyerman & Herzog, L (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 267 defined-contribution plans in transportation and warehousing with 1,000 to 4,999 participants.
| Wheels Up Partners: employer contribution per participant | $2,587 | |
| Peer median | $1,880 |
| Wheels Up Partners: average balance | $67,119 | |
| Peer median | $51,904 |
| Wheels Up Partners: admin expenses ÷ assets | 0.09% | |
| Peer median | 0.21% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $126M at the end of plan year 2021 to $182M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,785 | $182M | $7M | $2,587 | 0.09% | Not published | Form 5500 ↗ |
| 2023 | 2,945 | $176M | $16.2M | $5,693 | 0.11% | Not published | Form 5500 ↗ |
| 2022 | 3,389 | $134M | $11.4M | $3,681 | 0.10% | Not published | Form 5500 ↗ |
| 2021 | 2,166 | $126M | $5.2M | $2,574 | 0.13% | Not published | Form 5500 ↗ |
Common questions
Does Wheels Up Partners match 401(k) contributions?
The match terms for the Wheels Up Partners LLC Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $7M in employer contributions, about $2,587 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Wheels Up Partners 401(k) match vested?
The vesting schedule for the Wheels Up Partners LLC Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Wheels Up Partners 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Wheels Up Partners LLC.
I left Wheels Up Partners. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Wheels Up Partners LLC, (646) 517-5623) or the recordkeeper, Fidelity Investments Institutional. The Wheels Up Partners old 401(k) page lists the contacts from every plan filing. Find an old Wheels Up Partners 401(k)
Data from the public Form 5500 annual reports Wheels Up Partners filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Wheels Up Partners. Not financial advice. Report a correction · Methodology