401(k) · DOL Form 5500 · 2022
Union Avenue Healthcare, Inc. 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 374
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $38,019
- Avg per participant Low balance/head
Official DOL plan name: Union Avenue Healthcare Inc. 401(k) Plan · Sponsored by Union Avenue Healthcare, Inc. · New Jersey · Retail Trade
$14M in assets, 374 participants
Union Avenue Healthcare, Inc.'s Union Avenue Healthcare Inc. 401(k) Plan reported $14M in total assets and 374 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- #7,809 in Retail Trade (9,519 peers)
Coverage in New Jersey
Union Avenue Healthcare Inc. 401(k) Plan covers 374 participants in New Jersey, about 44% of the average New Jersey filer (state average ~844 per filing). Assets: $14M.
- #7,809
- in Retail Trade (9,519 peers)
- -11.1%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Union Avenue Healthcare Inc. 401(k) Plan's outsized position by total assets
Union Avenue Healthcare Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,219,170 Top 28% higher than 72% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Union Avenue Healthcare Inc. 401(k) 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. Union Avenue Healthcare Inc. 401(k) Plan sits mid-pack in the medium band (374 participants).
DOL schedule card
Filing strip 223691170 · Union Avenue Healthcare, Inc. PY 2022 · 401(k)
Union Avenue Healthcare Inc. 401(k) Plan · $14M · 374 · 72nd
- EOY $14M
- 5500 374
- ASSETS 72nd
- PCT 401(k)
- EIN near Wall Colmonoy Corporation 401(k) Plan
- RANK ind #7809
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 Retail Trade retirement plans → · Plans in New Jersey →
Union Avenue Healthcare Inc. 401(k) Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$2M |
| Employer EIN | 223691170 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Union Avenue Healthcare, Inc.)
Sponsor-wide plan assets over time
All Union Avenue Healthcare, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 38.40324716562218% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 374 | $14M |
| 2023 | 1 | 369 | $18M |
| 2024 | 1 | 473 | $20M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $36.8B · 168,280
- Verizon Savings Plan for Management Employees $25.2B · 76,788
- Johnson and Johnson Savings Plan $21.2B · 43,271
- Pfizer Savings Plan $17.8B · 27,796
- Ernst & Young Retirement Savings Plan $12.4B · 52,975
Union Avenue Healthcare Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Wall Colmonoy Corporation 401(k) Plan in MI ($14M); by covered participants it is Universal Waste Systems, Inc. 401(k) Plan in CA (374 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Wall Colmonoy Corporation 401(k) Plan (MI) $14M · 299
- Udacity 401(k) Plan (CA) $14M · 281
- Harmony Biosciences 401(k) Retirement Savings Plan (PA) $14M · 181
- Casa Pacifica 401(k) Plan (CA) $14M · 284
Similar participant headcount
Nearest other-state filings by covered participants (374 participants); asset peers above are excluded.
- Universal Waste Systems, Inc. 401(k) Plan (CA) 374 · 0 off
- Bruno Independent Living Aids, Inc. 401(k) Plan and Trust (WI) 374 · 0 off
- Carestar 401(k) Retirement Plan (OH) 374 · 0 off
- Jep Management & Affiliates 401(k) Plan (PA) 374 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.