401(k) · DOL Form 5500 · 2022

University Healthcare Alliance 401(k) Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
1,223
Participants Near avg headcount
91st
Percentile by assets National rank
$59,827
Avg per participant Low balance/head
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Official DOL plan name: University Healthcare Alliance 401(k) Plan · Sponsored by University Healthcare Alliance · California · Healthcare & Social Assistance

$73M in assets, 1,223 participants

University Healthcare Alliance's University Healthcare Alliance 401(k) Plan reported $73M in total assets and 1,223 participants in its 2022 DOL Form 5500 filing, ranking in the 91st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #18,489 in Healthcare & Social Assistance (20,060 peers)

Where University Healthcare Alliance 401(k) Plan sits by assets

University Healthcare Alliance 401(k) Plan sits in the top 10% of all filed plans by assets, $73M for 1,223 participants (~$59,827/participant), down 14.9% in 2022.

#18,489
in Healthcare & Social Assistance (20,060 peers)
-14.9%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

University Healthcare Alliance 401(k) Plan's outsized position by total assets

University Healthcare Alliance 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$73,168,202 Top 9% higher than 91% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

University Healthcare Alliance 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University Healthcare Alliance 401(k) Plan lands in the large band (1,223 participants).

Plan-year Form 5500 strip

Filing strip 943192446 · University Healthcare Alliance PY 2022 · 401(k)

University Healthcare Alliance 401(k) Plan · $73M · 1,223 · 91st

  • IND $73M
  • IND 1,223
  • IND 91st
  • IND 401(k)
  • IND near Boys & Girls Clubs of America National 401(k) Plan
  • IND ind #18489

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in California →

University Healthcare Alliance 401(k) Plan in the asset neighbourhood

University Healthcare Alliance 401(k) PlanUniversity Healthcare Allian…$73MBoys & Girls Clubs of America National 401(k) PlanBoys & Girls Clubs of Americ…$73MSfm Mutual Insurance Company Savings and Retirement PlanSfm Mutual Insurance Company…$73MSandberg, Phoenix & Von Gontard P.C. Savings PlanSandberg, Phoenix & Von Gont…$73MHendricks Group 401(k) Plan$73M
End-of-year total assets ($M) among University Healthcare Alliance 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$86M
Net Assets (End of Year)$73M
Net Income-$13M
Employer EIN943192446
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University Healthcare Alliance)

Sponsor-wide plan assets over time

All University Healthcare Alliance plans reported in each filing year

Latest sponsor-wide plan assets
$104M 42.44805140899868% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $73.2M $104M ▲ +42.4%
Year Plans Participants Total Assets
2022 1 1,223 $73M
2023 1 1,205 $90M
2024 1 1,080 $104M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

University Healthcare Alliance 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants University Healthcare Alliance 401(k) Plan, Total assets ($B): 0.073168202 · Participants: 1223University Healthcare Alliance 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
University Healthcare Alliance 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

University Healthcare Alliance 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Boys & Girls Clubs of America National 401(k) Plan in GA ($73M); by covered participants it is Genus 401(k) Plan in WI (1,223 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,223 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did University Healthcare Alliance 401(k) Plan assets move in 2022?
University Healthcare Alliance 401(k) Plan pulled back noticeably - down 14.9% during 2022, from $86M to $73M. Reported net income was -$13M.
How have University Healthcare Alliance plan assets changed over time?
Across 3 plan years on file (2022-2024), University Healthcare Alliance's sponsor-wide assets grew 42.4%, from $73M to $104M.
Where does University Healthcare Alliance 401(k) Plan rank by assets among Form 5500 filers?
University Healthcare Alliance 401(k) Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to University Healthcare Alliance 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Boys & Girls Clubs of America National 401(k) Plan in GA ($73M, 471 participants).
Which 401(k) plans cover a similar participant headcount to University Healthcare Alliance 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Genus 401(k) Plan in WI (1,223 participants, $105M in assets).