401(k) · DOL Form 5500 · 2023

Direct Urgent Care, Inc. Dba Carbon Health 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 4
Participants Small participant base: 35th
Percentile by assets National rank: $693,843
Avg per participant High balance/head

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Official DOL plan name: Direct Urgent Care, Inc. 401(k) Plan · Sponsored by Direct Urgent Care, Inc. Dba Carbon Health · California · Healthcare & Social Assistance

$3M in assets, 4 participants

Direct Urgent Care, Inc. Dba Carbon Health's Direct Urgent Care, Inc. 401(k) Plan reported $3M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

#6,204 in Healthcare & Social Assistance (17,684 peers)

Direct Urgent Care, Inc. Dba Carbon Health multi-year trail

Direct Urgent Care, Inc. Dba Carbon Health's plans moved +43.1% in assets from 2022 to 2024; this filing shows Direct Urgent Care, Inc. 401(k) Plan at $3M / 4 participants.

#6,204
in Healthcare & Social Assistance (17,684 peers): +0.0%
assets growth YoY

Direct Urgent Care, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Direct Urgent Care, Inc. 401(k) Plan vs every filed plan by assets

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

$2,775,371 35th percentile higher than 35% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Direct Urgent Care, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Direct Urgent Care, Inc. 401(k) Plan is a micro filing (4 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Form 5500 schedule snapshot

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

Direct Urgent Care, Inc. 401(k) Plan · $3M · 4 · 35th

ASSETS $3M
PCT 4
EIN 35th
RANK 401(k)
PHOTO near Ensales Electrical Associates 401(k) Plan
IND ind #6204

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 →

End-of-year total assets ($M) among Direct Urgent Care, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Direct Urgent Care, Inc. Dba Carbon Health multi-year asset trail

Latest sponsor-wide plan assets: $45M 43.08514500024697% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	2,438	$32M
2023	4	2,480	$48M
2024	2	1,813	$45M

Direct Urgent Care, Inc. Dba Carbon Health filing trail (2023)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Employer EIN	454298417
Plan Effective Date	2022-09-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Direct Urgent Care, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Direct Urgent Care, Inc. 401(k) Plan side-by-side with 3 peers →

Direct Urgent Care, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ensales Electrical Associates 401(k) Plan in NC ($3M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Ensales Electrical Associates 401(k) Plan (NC) $3M · N/A
Bishop Museum in USA Retirement Savings Multiple Employer Plan (HI) $3M · 157
Soft Landing Interventions, LLC 401(k) Plan (IL) $3M · 137
Mosaic Group, LLC 401(k) Plan (NC) $3M · 307

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off

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 Direct Urgent Care, Inc. 401(k) Plan assets move in 2023? ▼

Direct Urgent Care, Inc. 401(k) Plan held essentially flat - up 0.0% during 2023, from $3M to $3M.

How have Direct Urgent Care, Inc. Dba Carbon Health plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Direct Urgent Care, Inc. Dba Carbon Health's sponsor-wide assets grew 43.1%, from $32M to $45M.

Which 401(k) plans are similar in size to Direct Urgent Care, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Ensales Electrical Associates 401(k) Plan in NC ($3M, N/A participants).

Which 401(k) plans cover a similar participant headcount to Direct Urgent Care, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 454298417.