401(k) · DOL Form 5500 · 2023

Direct Urgent Care, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
37
Participants Small participant base
41st
Percentile by assets National rank
$110,035
Avg per participant Below avg balance/head
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Official DOL plan name: Carbon Health 401(k) Plan · Sponsored by Direct Urgent Care, Inc. · California · Healthcare & Social Assistance

$4M in assets, 37 participants

Direct Urgent Care, Inc.'s Carbon Health 401(k) Plan reported $4M in total assets and 37 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,666 in Healthcare & Social Assistance (17,684 peers)

Direct Urgent Care, Inc. multi-year trail

Direct Urgent Care, Inc.'s plans moved +43.1% in assets from 2022 to 2024; this filing shows Carbon Health 401(k) Plan at $4M / 37 participants.

#7,666
in Healthcare & Social Assistance (17,684 peers)
+380.1%
assets growth YoY

Carbon Health 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Carbon Health 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,071,304 41st percentile higher than 41% of 127,068 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 2023

Carbon Health 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carbon Health 401(k) Plan is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carbon Health 401(k) Plan reported participants fell from 2,434 in the plan year 2022 filing to 37 in the plan year 2023 filing.
  • Carbon Health 401(k) Plan end-of-year assets fell from $29M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Carbon Health 401(k) Plan reported net income fell from $12M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 454298417 · Direct Urgent Care, Inc. PY 2023 · 401(k)

Carbon Health 401(k) Plan · $4M · 37 · 41st

  • ASSETS $4M
  • PCT 37
  • EIN 41st
  • RANK 401(k)
  • PHOTO near Sunshine Behavioral Health Group LLC 401(k) Plan
  • IND ind #7666

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 California →

Carbon Health 401(k) Plan in the asset neighbourhood

Carbon Health 401(k) Plan$4MSunshine Behavioral Health Group LLC 401(k) PlanSunshine Behavioral Health G…$4MRetirement Savings Plan for the Employees of Neurology Associates, LLPRetirement Savings Plan for …$4MSomerset Hardwood Flooring Employee Retirement PlanSomerset Hardwood Flooring E…$4MRiverstone Machining, LLC 401(k) Profit Sharing PlanRiverstone Machining, LLC 40…$4M
End-of-year total assets ($M) among Carbon Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Direct Urgent Care, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Direct Urgent Care, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 43.08514500024697% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $31.5M $45.1M ▲ +43.1%
Year Plans Participants Total Assets
2022 2 2,438 $32M
2023 4 2,480 $48M
2024 2 1,813 $45M

Direct Urgent Care, Inc. filing trail (2023)

Total Assets (Beginning of Year)$848K
Net Assets (End of Year)$4M
Net Income$3M
Employer EIN454298417
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Carbon Health 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Carbon Health 401(k) Plan, Total assets ($B): 0.004071304 · Participants: 37Carbon Health 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Carbon Health 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Carbon Health 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Sunshine Behavioral Health Group LLC 401(k) Plan in CO ($4M); by covered participants it is Carnahan Evans PC Profit Sharing Plan in MO (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Carbon Health 401(k) Plan assets move in 2023? ▼
Carbon Health 401(k) Plan surged - up 380.1% during 2023, from $848K to $4M. Reported net income was $3M.
How have Direct Urgent Care, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Direct Urgent Care, Inc.'s sponsor-wide assets grew 43.1%, from $32M to $45M.
Which 401(k) plans are similar in size to Carbon Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sunshine Behavioral Health Group LLC 401(k) Plan in CO ($4M, 268 participants).
Which 401(k) plans cover a similar participant headcount to Carbon Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carnahan Evans PC Profit Sharing Plan in MO (37 participants, $16M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 454298417.

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.