Other · DOL Form 5500 · 2023

Uhealthsolutions, Inc. Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
144
Participants Small participant base
44th
Percentile by assets National rank
$33,699
Avg per participant Low balance/head
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Official DOL plan name: Uhealthsolutions, Inc. Section 403(b) Plan · Sponsored by Uhealthsolutions, Inc. · Massachusetts · Healthcare & Social Assistance

$5M in assets, 144 participants

Uhealthsolutions, Inc.'s Uhealthsolutions, Inc. Section 403(b) Plan reported $5M in total assets and 144 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,406 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Uhealthsolutions, Inc. Section 403(b) Plan covers 144 participants in Massachusetts, about 22% of the average Massachusetts filer (state average ~659 per filing). Assets: $5M.

#8,406
in Healthcare & Social Assistance (17,684 peers)
+26.7%
assets growth YoY

Uhealthsolutions, Inc. Section 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Uhealthsolutions, Inc. Section 403(b) Plan vs every filed plan by assets

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

$4,852,639 44th percentile higher than 44% 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

Uhealthsolutions, Inc. Section 403(b) Plan 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. Uhealthsolutions, Inc. Section 403(b) Plan sits mid-pack in the medium band (144 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Uhealthsolutions, Inc. Section 403(b) Plan reported net income rose from -$760K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Uhealthsolutions, Inc. Section 403(b) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Uhealthsolutions, Inc. Section 403(b) Plan reported participants fell from 148 in the plan year 2022 filing to 144 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 043541678 · Uhealthsolutions, Inc. PY 2023 · Other

Uhealthsolutions, Inc. Section 403(b) Plan · $5M · 144 · 44th

  • VS-ST $5M
  • BOY 144
  • SCH 44th
  • EBSA Other
  • PART near Childstrive 403(b) Plan
  • TYPE ind #8406

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 Massachusetts →

Uhealthsolutions, Inc. Section 403(b) Plan in the asset neighbourhood

Hospice of Southern Illinois, Inc. 403(b) PlanHospice of Southern Illinois…$5MUhealthsolutions, Inc. Section 403(b) PlanUhealthsolutions, Inc. Secti…$5MChildstrive 403(b) Plan$5MStorm King Art Center 403(b) Retirement PlanStorm King Art Center 403(b)…$5MB. Stromberg Construction CompanyB. Stromberg Construction Co…$5M
End-of-year total assets ($M) among Uhealthsolutions, Inc. Section 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN043541678
Plan Effective Date2003-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Uhealthsolutions, Inc.)

Sponsor-wide plan assets over time

All Uhealthsolutions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 26.72170100175825% vs 2022
2023 filing year
$3.5M$4M$4.5M$5M 20222023 $3.83M $4.85M ▲ +26.6%
Year Plans Participants Total Assets
2022 1 148 $4M
2023 1 144 $5M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Uhealthsolutions, Inc. Section 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Uhealthsolutions, Inc. Section 403(b) Plan, Total assets ($B): 0.004852639 · Participants: 144Uhealthsolutions, Inc. Section 403(b) PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
Uhealthsolutions, Inc. Section 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Uhealthsolutions, Inc. Section 403(b) Plan side-by-side with 3 peers →

Uhealthsolutions, Inc. Section 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Childstrive 403(b) Plan in WA ($5M); by covered participants it is River Oak Center for Children 403b Plan in CA (144 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (144 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 Uhealthsolutions, Inc. Section 403(b) Plan assets move in 2023? ▼
Uhealthsolutions, Inc. Section 403(b) Plan grew sharply - up 26.7% during 2023, from $4M to $5M. Reported net income was $1M.
How have Uhealthsolutions, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Uhealthsolutions, Inc.'s sponsor-wide assets grew 26.7%, from $4M to $5M.
Which Other plans are similar in size to Uhealthsolutions, Inc. Section 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Childstrive 403(b) Plan in WA ($5M, 108 participants).
Which Other plans cover a similar participant headcount to Uhealthsolutions, Inc. Section 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is River Oak Center for Children 403b Plan in CA (144 participants, $7M 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 043541678.

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.