401(k) · DOL Form 5500 · 2022

Uwh of the Carolinas, PLLC 401(k) Plan

Data updated 2026-08-25

$159M
Total assets Near avg plan size
950
Participants Near avg headcount
95th
Percentile by assets National rank
$167,847
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Uwh of the Carolinas, PLLC 401(k) Retirement Plan · Sponsored by Uwh of the Carolinas, PLLC · Florida · Healthcare & Social Assistance

$159M in assets, 950 participants

Uwh of the Carolinas, PLLC's Uwh of the Carolinas, PLLC 401(k) Retirement Plan reported $159M in total assets and 950 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #19,154 in Healthcare & Social Assistance (20,060 peers)

Where Uwh of the Carolinas, PLLC 401(k) Retirement Plan sits by assets

Uwh of the Carolinas, PLLC 401(k) Retirement Plan sits in the top 5% of all filed plans by assets, $159M for 950 participants (~$167,847/participant), down 10.5% in 2022.

#19,154
in Healthcare & Social Assistance (20,060 peers)
-10.5%
assets change YoY
1.6×
vs typical plan assets (national mean)

The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Uwh of the Carolinas, PLLC 401(k) Retirement Plan's outsized position by total assets

Uwh of the Carolinas, PLLC 401(k) Retirement Plan vs every filed plan by assets

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

$159,454,316 Top 5% higher than 95% 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

Uwh of the Carolinas, PLLC 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Uwh of the Carolinas, PLLC 401(k) Retirement Plan sits mid-pack in the medium band (950 participants).

DOL schedule card

Filing strip 320418835 · Uwh of the Carolinas, PLLC PY 2022 · 401(k)

Uwh of the Carolinas, PLLC 401(k) Retirement Plan · $159M · 950 · 95th

  • ASSETS $159M
  • ASSETS 950
  • ASSETS 95th
  • ASSETS 401(k)
  • ASSETS near Daugherty Systems, Inc. 401(k) Plan
  • ASSETS ind #19154

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 Florida →

Uwh of the Carolinas, PLLC 401(k) Retirement Plan in the asset neighbourhood

Uwh of the Carolinas, PLLC 401(k) Retirement PlanUwh of the Carolinas, PLLC 4…$159MDaugherty Systems, Inc. 401(k) PlanDaugherty Systems, Inc. 401(…$159MThe Philadelphia Inquirer, Pbc 401(k) Retirement PlanThe Philadelphia Inquirer, P…$159MTrend Micro, Incorporated 401(k) Retirement PlanTrend Micro, Incorporated 40…$159MU.S. Silica Retirement Savings PlanU.S. Silica Retirement Savin…$159M
End-of-year total assets ($M) among Uwh of the Carolinas, PLLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$178M
Net Assets (End of Year)$159M
Net Income-$19M
Employer EIN320418835
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Uwh of the Carolinas, PLLC)

Sponsor-wide plan assets over time

All Uwh of the Carolinas, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$228M 43.22364657724285% vs 2022
2024 filing year
$150M$200M$250M 202220232024 $159M $228M ▲ +43.2%
Year Plans Participants Total Assets
2022 1 950 $159M
2023 1 1,124 $199M
2024 1 1,162 $228M

Nearby 401(k) Plans in Florida

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

Uwh of the Carolinas, PLLC 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Uwh of the Carolinas, PLLC 401(k) Retirement Plan, Total assets ($B): 0.159454316 · Participants: 950Uwh of the Carolinas, PLLC 401(k) Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Uwh of the Carolinas, PLLC 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Uwh of the Carolinas, PLLC 401(k) Retirement Plan side-by-side with 3 peers →

Uwh of the Carolinas, PLLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Daugherty Systems, Inc. 401(k) Plan in MO ($159M); by covered participants it is Sonder 401(k) Savings Plan in CO (950 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($159M here).

Similar participant headcount

Nearest other-state filings by covered participants (950 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 Uwh of the Carolinas, PLLC 401(k) Retirement Plan assets move in 2022? ▼
Uwh of the Carolinas, PLLC 401(k) Retirement Plan pulled back noticeably - down 10.5% during 2022, from $178M to $159M. Reported net income was -$19M.
How have Uwh of the Carolinas, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Uwh of the Carolinas, PLLC's sponsor-wide assets grew 43.2%, from $159M to $228M.
Where does Uwh of the Carolinas, PLLC 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Uwh of the Carolinas, PLLC 401(k) Retirement Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Uwh of the Carolinas, PLLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Daugherty Systems, Inc. 401(k) Plan in MO ($159M, 1,537 participants).
Which 401(k) plans cover a similar participant headcount to Uwh of the Carolinas, PLLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sonder 401(k) Savings Plan in CO (950 participants, $13M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 320418835.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.