401(k) · DOL Form 5500 · 2022

Unified Care Services LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
1,529
Participants Near avg headcount
68th
Percentile by assets National rank
$7,483
Avg per participant Low balance/head
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Official DOL plan name: Healthcare Employees Retirement Savings Plan · Sponsored by Unified Care Services LLC · California · Healthcare & Social Assistance

$11M in assets, 1,529 participants

Unified Care Services LLC's Healthcare Employees Retirement Savings Plan reported $11M in total assets and 1,529 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #14,599 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Healthcare Employees Retirement Savings Plan covers 1,529 participants in California, 2.4x the typical California plan (state average ~630 per filing). Assets: $11M.

#14,599
in Healthcare & Social Assistance (20,060 peers)
-6.8%
assets change YoY

The plan reported a net loss of $836K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Healthcare Employees Retirement Savings Plan's outsized position by total assets

Healthcare Employees Retirement Savings Plan vs every filed plan by assets

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

$11,441,523 Top 32% higher than 68% 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

Healthcare Employees Retirement Savings 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. Healthcare Employees Retirement Savings Plan lands in the large band (1,529 participants).

Plan-year Form 5500 strip

Filing strip 954626030 · Unified Care Services LLC PY 2022 · 401(k)

Healthcare Employees Retirement Savings Plan · $11M · 1,529 · 68th

  • BOOK $11M
  • BOOK 1,529
  • BOOK 68th
  • BOOK 401(k)
  • BOOK near Mountain Commerce Bank Retirement & Savings Plan
  • BOOK ind #14599

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 →

Healthcare Employees Retirement Savings Plan in the asset neighbourhood

Healthcare Employees Retirement Savings PlanHealthcare Employees Retirem…$11MMountain Commerce Bank Retirement & Savings PlanMountain Commerce Bank Retir…$11MAstech Corp. Employees Savings TrustAstech Corp. Employees Savin…$11MKalle USA, LLC 401(k) Plan$11MNew Line Structures 401(k) Retirement PlanNew Line Structures 401(k) R…$11M
End-of-year total assets ($M) among Healthcare Employees Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income-$836K
Employer EIN954626030
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unified Care Services LLC)

Sponsor-wide plan assets over time

All Unified Care Services LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 11.284284443600734% vs 2022
2024 filing year
$11M$11.5M$12M$12.5M$13M 202220232024 $11.4M $12.7M ▲ +11.3%
Year Plans Participants Total Assets
2022 1 1,529 $11M
2023 1 1,579 $12M
2024 1 692 $13M

Nearby 401(k) Plans in California

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

Healthcare Employees Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Healthcare Employees Retirement Savings Plan, Total assets ($B): 0.011441523 · Participants: 1529Healthcare Employees Retirement Savings 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
Healthcare Employees Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants

Healthcare Employees Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mountain Commerce Bank Retirement & Savings Plan in TN ($11M); by covered participants it is Roskam Baking Company Hourly Employees' Retirement Savings Plan in MI (1,529 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,529 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 Healthcare Employees Retirement Savings Plan assets move in 2022?
Healthcare Employees Retirement Savings Plan pulled back noticeably - down 6.8% during 2022, from $12M to $11M. Reported net income was -$836K.
How have Unified Care Services LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Unified Care Services LLC's sponsor-wide assets grew 11.3%, from $11M to $13M.
Which 401(k) plans are similar in size to Healthcare Employees Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Mountain Commerce Bank Retirement & Savings Plan in TN ($11M, 90 participants).
Which 401(k) plans cover a similar participant headcount to Healthcare Employees Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Roskam Baking Company Hourly Employees' Retirement Savings Plan in MI (1,529 participants, $20M in assets).