401(k) · DOL Form 5500 · 2022

Medcare South, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
339
Participants Below avg headcount
72nd
Percentile by assets National rank
$42,595
Avg per participant Low balance/head
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Official DOL plan name: Medcare South 401(k) Plan · Sponsored by Medcare South, LLC · Georgia · Healthcare & Social Assistance

$14M in assets, 339 participants

Medcare South, LLC's Medcare South 401(k) Plan reported $14M in total assets and 339 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.

  • #15,329 in Healthcare & Social Assistance (20,060 peers)

Coverage in Georgia

Medcare South 401(k) Plan covers 339 participants in Georgia, about 31% of the average Georgia filer (state average ~1,096 per filing). Assets: $14M.

#15,329
in Healthcare & Social Assistance (20,060 peers)
-20.7%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Medcare South 401(k) Plan's outsized position by total assets

Medcare South 401(k) Plan vs every filed plan by assets

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

$14,439,700 Top 28% higher than 72% 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

Medcare South 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. Medcare South 401(k) Plan sits mid-pack in the medium band (339 participants).

DOL schedule card

Filing strip 201353960 · Medcare South, LLC PY 2022 · 401(k)

Medcare South 401(k) Plan · $14M · 339 · 72nd

  • TYPE $14M
  • NET 339
  • BOOK 72nd
  • VS-ST 401(k)
  • BOY near W. C. a. Employees 401(k) Salary Deferral Savings
  • SCH ind #15329

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 Georgia →

Medcare South 401(k) Plan in the asset neighbourhood

Medcare South 401(k) Plan$14MW. C. a. Employees 401(k) Salary Deferral SavingsW. C. a. Employees 401(k) Sa…$14MWayne-Metropolitan Community Action Agency 401(k) Plan and Trust Amended and RestatedWayne-Metropolitan Community…$14MBrown's Super Stores, Inc. Employee Savings & Protection PlanBrown's Super Stores, Inc. E…$14MTrabon Companies 401(k) Plan$14M
End-of-year total assets ($M) among Medcare South 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$14M
Net Income-$4M
Employer EIN201353960
Plan Effective Date2001-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Medcare South, LLC)

Sponsor-wide plan assets over time

All Medcare South, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 6.427044883203944% vs 2022
2024 filing year
$14M$14.5M$15M$15.5M 202220232024 $14.4M $15.4M ▲ +6.4%
Year Plans Participants Total Assets
2022 1 339 $14M
2023 1 331 $15M
2024 1 294 $15M

Nearby 401(k) Plans in Georgia

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

Medcare South 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Medcare South 401(k) Plan, Total assets ($B): 0.0144397 · Participants: 339Medcare South 401(k) PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Medcare South 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Medcare South 401(k) Plan side-by-side with 3 peers →

Medcare South 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is W. C. a. Employees 401(k) Salary Deferral Savings in TX ($14M); by covered participants it is Golden West Food Group 401(k) Plan in CA (339 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (339 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 Medcare South 401(k) Plan assets move in 2022? ▼
Medcare South 401(k) Plan declined sharply - down 20.7% during 2022, from $18M to $14M. Reported net income was -$4M.
How have Medcare South, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Medcare South, LLC's sponsor-wide assets grew 6.4%, from $14M to $15M.
Which 401(k) plans are similar in size to Medcare South 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is W. C. a. Employees 401(k) Salary Deferral Savings in TX ($14M, 202 participants).
Which 401(k) plans cover a similar participant headcount to Medcare South 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Golden West Food Group 401(k) Plan in CA (339 participants, $608K 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 201353960.

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.