401(k) · DOL Form 5500 · 2022

U.S. Occmed Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
636
Participants Below avg headcount
81st
Percentile by assets National rank
$40,663
Avg per participant Low balance/head
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Official DOL plan name: U.S. Occmed Holdings, LLC 401(k) Plan · Sponsored by U.S. Occmed Holdings, LLC · Texas · Management of Enterprises

$26M in assets, 636 participants

U.S. Occmed Holdings, LLC's U.S. Occmed Holdings, LLC 401(k) Plan reported $26M in total assets and 636 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #740 in Management of Enterprises (1,193 peers)

Where U.S. Occmed Holdings, LLC 401(k) Plan sits by assets

U.S. Occmed Holdings, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $26M for 636 participants (~$40,663/participant), down 10.8% in 2022.

#740
in Management of Enterprises (1,193 peers)
-10.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

U.S. Occmed Holdings, LLC 401(k) Plan's outsized position by total assets

U.S. Occmed Holdings, LLC 401(k) Plan vs every filed plan by assets

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

$25,861,404 Top 19% higher than 81% 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

U.S. Occmed Holdings, LLC 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. U.S. Occmed Holdings, LLC 401(k) Plan sits mid-pack in the medium band (636 participants).

Plan-year Form 5500 strip

Filing strip 473712660 · U.S. Occmed Holdings, LLC PY 2022 · 401(k)

U.S. Occmed Holdings, LLC 401(k) Plan · $26M · 636 · 81st

  • EBSA $26M
  • PART 636
  • TYPE 81st
  • NET 401(k)
  • BOOK near Francisco Partners 401(k) Plan
  • VS-ST ind #740

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 Management of Enterprises retirement plans → · Plans in Texas →

U.S. Occmed Holdings, LLC 401(k) Plan in the asset neighbourhood

U.S. Occmed Holdings, LLC 401(k) PlanU.S. Occmed Holdings, LLC 40…$26MFrancisco Partners 401(k) PlanFrancisco Partners 401(k) Pl…$26MUnited Benefits Consulting, Inc. Retirement Savings PlanUnited Benefits Consulting, …$26MPlanters Bank and Trust Company 401(k) Retirement PlanPlanters Bank and Trust Comp…$26MTurf Equipment & Supply Co., Inc 401(k) Pension PlanTurf Equipment & Supply Co.,…$26M
End-of-year total assets ($M) among U.S. Occmed Holdings, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$26M
Net Income-$3M
Employer EIN473712660
Plan Effective Date2001-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (U.S. Occmed Holdings, LLC)

Sponsor-wide plan assets over time

All U.S. Occmed Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$37M 43.720112798206934% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.9M $37.2M ▲ +43.7%
Year Plans Participants Total Assets
2022 1 636 $26M
2023 1 777 $31M
2024 1 793 $37M

Nearby 401(k) Plans in Texas

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

U.S. Occmed Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants U.S. Occmed Holdings, LLC 401(k) Plan, Total assets ($B): 0.025861404 · Participants: 636U.S. Occmed Holdings, LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
U.S. Occmed Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare U.S. Occmed Holdings, LLC 401(k) Plan side-by-side with 3 peers →

U.S. Occmed Holdings, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Francisco Partners 401(k) Plan in CA ($26M); by covered participants it is Metrolina Greenhouses, Inc. Profit Sharing Plan in NC (636 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (636 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 U.S. Occmed Holdings, LLC 401(k) Plan assets move in 2022? ▼
U.S. Occmed Holdings, LLC 401(k) Plan pulled back noticeably - down 10.8% during 2022, from $29M to $26M. Reported net income was -$3M.
How have U.S. Occmed Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), U.S. Occmed Holdings, LLC's sponsor-wide assets grew 43.7%, from $26M to $37M.
Where does U.S. Occmed Holdings, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
U.S. Occmed Holdings, LLC 401(k) Plan ranks in the 81st 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 U.S. Occmed Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Francisco Partners 401(k) Plan in CA ($26M, 87 participants).
Which 401(k) plans cover a similar participant headcount to U.S. Occmed Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Metrolina Greenhouses, Inc. Profit Sharing Plan in NC (636 participants, $53M 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 473712660.

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.