401(k) · DOL Form 5500 · 2022

Edu Healthcare LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
129
Participants Small participant base
30th
Percentile by assets National rank
$12,244
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Edu Healthcare LLC · North Carolina · Administrative & Support Services

$2M in assets, 129 participants

Edu Healthcare LLC's Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 129 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,650 in Administrative & Support Services (4,927 peers)

Coverage in North Carolina

Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust covers 129 participants in North Carolina, about 16% of the average North Carolina filer (state average ~819 per filing). Assets: $2M.

#2,650
in Administrative & Support Services (4,927 peers)
-10.7%
assets change YoY

The plan reported a net loss of $189K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,579,532 30th percentile higher than 30% 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

Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust 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. Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (129 participants).

DOL schedule card

Filing strip 260763414 · Edu Healthcare LLC PY 2022 · 401(k)

Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust · $2M · 129 · 30th

  • 5500 $2M
  • ASSETS 129
  • PCT 30th
  • EIN 401(k)
  • RANK near Kevin Purviance Dmd LLC 401(k) Profit Sharing Plan & Trust
  • PHOTO ind #2650

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 Administrative & Support Services retirement plans → · Plans in North Carolina →

Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Edu Healthcare LLC 401(k) Profit Sharing Plan & TrustEdu Healthcare LLC 401(k) Pr…$2MKevin Purviance Dmd LLC 401(k) Profit Sharing Plan & TrustKevin Purviance Dmd LLC 401(…$2MKenko Tokina USA, Inc. 401(k) Profit Sharing PlanKenko Tokina USA, Inc. 401(k…$2MPoindexter Nut Company, Inc 401(k) Profit Sharing PlanPoindexter Nut Company, Inc …$2MDothan Chrysler 401(k) Plan$2M
End-of-year total assets ($M) among Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$189K
Employer EIN260763414
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Edu Healthcare LLC)

Sponsor-wide plan assets over time

All Edu Healthcare LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 90.61855030477382% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.58M $3.01M ▲ +90.5%
Year Plans Participants Total Assets
2022 1 129 $2M
2023 1 178 $2M
2024 1 189 $3M

Nearby 401(k) Plans in North Carolina

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

Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001579532 · Participants: 129Edu Healthcare LLC 401(k) Profit Sharing Plan & TrustThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants

Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Kevin Purviance Dmd LLC 401(k) Profit Sharing Plan & Trust in CT ($2M); by covered participants it is Blue Ocean Realty, LLC Retirement Plan in MD (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust assets move in 2022?
Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 10.7% during 2022, from $2M to $2M. Reported net income was -$189K.
How have Edu Healthcare LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Edu Healthcare LLC's sponsor-wide assets grew 90.6%, from $2M to $3M.
Which 401(k) plans are similar in size to Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Kevin Purviance Dmd LLC 401(k) Profit Sharing Plan & Trust in CT ($2M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Blue Ocean Realty, LLC Retirement Plan in MD (129 participants, $449K in assets).