401(k) · DOL Form 5500 · 2022

Unc Physicians Group Practices II, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
107
Participants Small participant base
63rd
Percentile by assets National rank
$84,205
Avg per participant Below avg balance/head
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Official DOL plan name: Unc Physicians Group Practices II, LLC 401(k) Plan · Sponsored by Unc Physicians Group Practices II, LLC · North Carolina · Healthcare & Social Assistance

$9M in assets, 107 participants

Unc Physicians Group Practices II, LLC's Unc Physicians Group Practices II, LLC 401(k) Plan reported $9M in total assets and 107 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #13,727 in Healthcare & Social Assistance (20,060 peers)

Coverage in North Carolina

Unc Physicians Group Practices II, LLC 401(k) Plan covers 107 participants in North Carolina, about 13% of the average North Carolina filer (state average ~819 per filing). Assets: $9M.

#13,727
in Healthcare & Social Assistance (20,060 peers)
+275.3%
assets growth YoY

Unc Physicians Group Practices II, LLC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Unc Physicians Group Practices II, LLC 401(k) Plan vs every filed plan by assets

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

$9,009,935 Top 37% higher than 63% 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

Unc Physicians Group Practices II, 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. Unc Physicians Group Practices II, LLC 401(k) Plan sits mid-pack in the medium band (107 participants).

EBSA filing schedule strip

Filing strip 852823886 · Unc Physicians Group Practices II, LLC PY 2022 · 401(k)

Unc Physicians Group Practices II, LLC 401(k) Plan · $9M · 107 · 63rd

  • RANK $9M
  • PHOTO 107
  • IND 63rd
  • EOY 401(k)
  • 5500 near Blue Mountain Arts, Inc. Retirement Plan
  • ASSETS ind #13727

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 North Carolina →

Unc Physicians Group Practices II, LLC 401(k) Plan in the asset neighbourhood

Unc Physicians Group Practices II, LLC 401(k) PlanUnc Physicians Group Practic…$9MBlue Mountain Arts, Inc. Retirement PlanBlue Mountain Arts, Inc. Ret…$9MA. L. Prime Energy Consultant, Inc. Retirement PlanA. L. Prime Energy Consultan…$9MValley Health Services, Inc. Employee Savings and Protection PlanValley Health Services, Inc.…$9MCentral Arkansas Nursing Centers, Inc. 401(k) Plan and TrustCentral Arkansas Nursing Cen…$9M
End-of-year total assets ($M) among Unc Physicians Group Practices II, LLC 401(k) Plan 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)$9M
Net Income$7M
Employer EIN852823886
Plan Effective Date2021-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unc Physicians Group Practices II, LLC)

Sponsor-wide plan assets over time

All Unc Physicians Group Practices II, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 38.76467477290347% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.01M $12.5M ▲ +38.7%
Year Plans Participants Total Assets
2022 1 107 $9M
2023 1 163 $11M
2024 1 199 $13M

Nearby 401(k) Plans in North Carolina

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

Unc Physicians Group Practices II, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Unc Physicians Group Practices II, LLC 401(k) Plan, Total assets ($B): 0.009009935 · Participants: 107Unc Physicians Group Practices II, LLC 401(k) PlanThe 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
Unc Physicians Group Practices II, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Unc Physicians Group Practices II, LLC 401(k) Plan side-by-side with 3 peers →

Unc Physicians Group Practices II, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Blue Mountain Arts, Inc. Retirement Plan in CA ($9M); by covered participants it is First National Bank in Howell 401 (K) Plan in MI (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Unc Physicians Group Practices II, LLC 401(k) Plan assets move in 2022? ▼
Unc Physicians Group Practices II, LLC 401(k) Plan surged - up 275.3% during 2022, from $2M to $9M. Reported net income was $7M.
How have Unc Physicians Group Practices II, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unc Physicians Group Practices II, LLC's sponsor-wide assets grew 38.8%, from $9M to $13M.
Which 401(k) plans are similar in size to Unc Physicians Group Practices II, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Blue Mountain Arts, Inc. Retirement Plan in CA ($9M, 58 participants).
Which 401(k) plans cover a similar participant headcount to Unc Physicians Group Practices II, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First National Bank in Howell 401 (K) Plan in MI (107 participants, N/A 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 852823886.

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.