401(k) · DOL Form 5500 · 2023

Edu Healthcare LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
178
Participants Small participant base
32nd
Percentile by assets National rank
$13,304
Avg per participant Low balance/head
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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, 178 participants

Edu Healthcare LLC's Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 178 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #2,441 in Administrative & Support Services (4,372 peers)

Coverage in North Carolina

Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust covers 178 participants in North Carolina, about 22% of the average North Carolina filer (state average ~819 per filing). Assets: $2M.

#2,441
in Administrative & Support Services (4,372 peers)
+49.9%
assets growth YoY

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 2023 · DOL Form 5500

$2,368,132 32nd percentile higher than 32% 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

Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2023 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 (178 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$189K in the plan year 2022 filing to $789K in the plan year 2023 filing.
  • Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 129 in the plan year 2022 filing to 178 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 260763414 · Edu Healthcare LLC PY 2023 · 401(k)

Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust · $2M · 178 · 32nd

  • PHOTO $2M
  • PHOTO 178
  • PHOTO 32nd
  • PHOTO 401(k)
  • PHOTO near Semiconductor Support Services, Co. 401(k) Plan
  • PHOTO ind #2441

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…$2MSemiconductor Support Services, Co. 401(k) PlanSemiconductor Support Servic…$2MOakman Group Retirement Plan$2MTeya 401(k) Plan$2MMurray & James Consulting, Inc. 401(k) Profit Sharing Plan & TrustMurray & James Consulting, I…$2M
End-of-year total assets ($M) among Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$789K
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. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.002368132 · Participants: 178Edu Healthcare LLC 401(k) Profit Sharing Plan & TrustThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

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 Semiconductor Support Services, Co. 401(k) Plan in TX ($2M); by covered participants it is Chantecaille Beaute Inc 401 K Profit Sharing Plan Trust in NY (178 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (178 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 Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust surged - up 49.9% during 2023, from $2M to $2M. Reported net income was $789K.
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 Semiconductor Support Services, Co. 401(k) Plan in TX ($2M, 27 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 Chantecaille Beaute Inc 401 K Profit Sharing Plan Trust in NY (178 participants, N/A 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 260763414.

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.