401(k)
2022 plan-year 401(k) DOL Form 5500

SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF UNION COMMUNITY CARE

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

UNION COMMUNITY CARE

This 401(k) plan holds $12M in total assets and serves 358 participants as of 2022. It is sponsored by UNION COMMUNITY CARE in Pennsylvania. The plan reported positive net income of $2M for the year.

Total Assets (2023)
$12M
Participants
358
State
Industry
Healthcare & Social Assistance

What the Filing Says About SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF UNION COMMUNITY CARE

SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF UNION COMMUNITY CARE is a 401(k) retirement plan sponsored by UNION COMMUNITY CARE, headquartered in Pennsylvania. As of the 2022 Form 5500 filing, the plan reports $12M in total end-of-year assets and covers 358 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 231909490, and the plan has been effective since 2009-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $9M at the beginning of 2022 to $12M at year-end — a gain of 24.0%. Net assets (after liabilities) closed the year at $12M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$9M
Total Assets (End of Year)$12M
Net Assets (End of Year)$12M
Net Income$2M
Plan Type401(k)
Employer EIN231909490
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (UNION COMMUNITY CARE)

Year Plans Participants Total Assets
2022 1 358 $12M
2023 1 326 $15M

Nearby 401(k) Plans in Pennsylvania

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Frequently Asked Questions

How much money is in the SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF UNION COMMUNITY CARE?
As of the 2022 Form 5500 filing, SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF UNION COMMUNITY CARE holds $12M in total assets with 358 participants. It is sponsored by UNION COMMUNITY CARE.
What type of plan is SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF UNION COMMUNITY CARE?
SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF UNION COMMUNITY CARE is a 401(k) plan. It has been effective since 2009-01-01. The plan is filed with the U.S. Department of Labor under EIN 231909490.
Who sponsors the SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF UNION COMMUNITY CARE?
SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF UNION COMMUNITY CARE is sponsored by UNION COMMUNITY CARE, located in Pennsylvania. The sponsor's EIN is 231909490 and the plan operates in the Healthcare & Social Assistance industry.
How did SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF UNION COMMUNITY CARE perform in 2022?
SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF UNION COMMUNITY CARE grew by 24.0% during 2022, moving from $9M to $12M in total assets. Net income was $2M.
Where can I find official filings for SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF UNION COMMUNITY CARE?
Official Form 5500 filings for SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF UNION COMMUNITY CARE are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 231909490 or plan name at efast.dol.gov.
How does SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF UNION COMMUNITY CARE compare to other plans?
You can compare SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF UNION COMMUNITY CARE against other 401(k) plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 231909490.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.