401(k) · DOL Form 5500 · 2022

Bupa Worldwide Corporation 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
149
Participants Small participant base
80th
Percentile by assets National rank
$158,133
Avg per participant Above avg balance/head
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Official DOL plan name: Bupa Worldwide Corporation 401(k) Plan · Sponsored by Bupa Worldwide Corporation · Florida · Finance & Insurance

$24M in assets, 149 participants

Bupa Worldwide Corporation's Bupa Worldwide Corporation 401(k) Plan reported $24M in total assets and 149 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,230 in Finance & Insurance (9,261 peers)

Coverage in Florida

Bupa Worldwide Corporation 401(k) Plan covers 149 participants in Florida, about 24% of the average Florida filer (state average ~628 per filing). Assets: $24M.

#6,230
in Finance & Insurance (9,261 peers)
-17.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bupa Worldwide Corporation 401(k) Plan's outsized position by total assets

Bupa Worldwide Corporation 401(k) Plan vs every filed plan by assets

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

$23,561,769 Top 20% higher than 80% 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

Bupa Worldwide Corporation 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. Bupa Worldwide Corporation 401(k) Plan sits mid-pack in the medium band (149 participants).

DOL schedule card

Filing strip 592729914 · Bupa Worldwide Corporation PY 2022 · 401(k)

Bupa Worldwide Corporation 401(k) Plan · $24M · 149 · 80th

  • NET $24M
  • NET 149
  • NET 80th
  • NET 401(k)
  • NET near Servicenet Employee Retirement Plan
  • NET ind #6230

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 Finance & Insurance retirement plans → · Plans in Florida →

Bupa Worldwide Corporation 401(k) Plan in the asset neighbourhood

Horan Associates, Inc. Profit Sharing 401(k) PlanHoran Associates, Inc. Profi…$24MBupa Worldwide Corporation 401(k) PlanBupa Worldwide Corporation 4…$24MServicenet Employee Retirement PlanServicenet Employee Retireme…$24MMassillon Cable T.V., Inc. Profit Sharing PlanMassillon Cable T.V., Inc. P…$24MExcel Truck Group 401(k) Plan$24M
End-of-year total assets ($M) among Bupa Worldwide Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$24M
Net Income-$5M
Employer EIN592729914
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bupa Worldwide Corporation)

Sponsor-wide plan assets over time

All Bupa Worldwide Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$22M 8.544515481838397% vs 2022
2024 filing year
$21M$22M$23M$24M 202220232024 $23.6M $21.6M ▼ -8.5%
Year Plans Participants Total Assets
2022 1 149 $24M
2023 1 120 $22M
2024 1 93 $22M

Nearby 401(k) Plans in Florida

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

Bupa Worldwide Corporation 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Bupa Worldwide Corporation 401(k) Plan, Total assets ($B): 0.023561769 · Participants: 149Bupa Worldwide Corporation 401(k) 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
Bupa Worldwide Corporation 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Bupa Worldwide Corporation 401(k) Plan side-by-side with 3 peers →

Bupa Worldwide Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Servicenet Employee Retirement Plan in MA ($24M); by covered participants it is Kolder, Inc. 401(k) Plan in TX (149 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Bupa Worldwide Corporation 401(k) Plan assets move in 2022? ▼
Bupa Worldwide Corporation 401(k) Plan declined sharply - down 17.8% during 2022, from $29M to $24M. Reported net income was -$5M.
How have Bupa Worldwide Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bupa Worldwide Corporation's sponsor-wide assets declined 8.5%, from $24M to $22M.
Where does Bupa Worldwide Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
Bupa Worldwide Corporation 401(k) Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bupa Worldwide Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Servicenet Employee Retirement Plan in MA ($24M, 1,432 participants).
Which 401(k) plans cover a similar participant headcount to Bupa Worldwide Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kolder, Inc. 401(k) Plan in TX (149 participants, $7M 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 592729914.

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.