401(k) · DOL Form 5500 · 2023
United Health Centers of the San Joaquin Valley 401(k) Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 870
- Participants Near avg headcount
- 81st
- Percentile by assets National rank
- $39,231
- Avg per participant Low balance/head
Official DOL plan name: United Health Centers of the San Joaquin Valley, Inc. 401(k) Profit Sharing Plan · Sponsored by United Health Centers of the San Joaquin Valley · California · Healthcare & Social Assistance
$34M in assets, 870 participants
United Health Centers of the San Joaquin Valley's United Health Centers of the San Joaquin Valley, Inc. 401(k) Profit Sharing Plan reported $34M in total assets and 870 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #14,831 in Healthcare & Social Assistance (17,684 peers)
Where United Health Centers of the San Joaquin Valley, Inc. 401(k) Profit Sharing Plan sits by assets
United Health Centers of the San Joaquin Valley, Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $34M for 870 participants (~$39,231/participant), up 27.2% in 2023.
- #14,831
- in Healthcare & Social Assistance (17,684 peers)
- +27.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
United Health Centers of the San Joaquin Valley, Inc. 401(k) Profit Sharing Plan's outsized position by total assets
United Health Centers of the San Joaquin Valley, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$34,130,580 Top 19% higher than 81% 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
United Health Centers of the San Joaquin Valley, Inc. 401(k) Profit Sharing 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. United Health Centers of the San Joaquin Valley, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (870 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United Health Centers of the San Joaquin Valley, Inc. 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- United Health Centers of the San Joaquin Valley, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $27M in the plan year 2022 filing to $34M in the plan year 2023 filing.
- United Health Centers of the San Joaquin Valley, Inc. 401(k) Profit Sharing Plan reported participants rose from 801 in the plan year 2022 filing to 870 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 941732538 · United Health Centers of the San Joaquin Valley PY 2023 · 401(k)
United Health Centers of the San Joaquin Valley, Inc. 401(k) Profit Sharing Plan · $34M · 870 · 81st
- BOY $34M
- BOY 870
- BOY 81st
- BOY 401(k)
- BOY near The Berge Group Retirement Savings Plan
- BOY ind #14831
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 →
United Health Centers of the San Joaquin Valley, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $7M |
| Employer EIN | 941732538 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Health Centers of the San Joaquin Valley)
Sponsor-wide plan assets over time
All United Health Centers of the San Joaquin Valley plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 54.85085169977585% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 801 | $27M |
| 2023 | 1 | 870 | $34M |
| 2024 | 1 | 998 | $42M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
United Health Centers of the San Joaquin Valley, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is The Berge Group Retirement Savings Plan in AZ ($34M); by covered participants it is Intermed, P.a. 401(k) & Profit Sharing Plan in ME (870 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
- The Berge Group Retirement Savings Plan (AZ) $34M · 832
- Doka USA, Ltd. 401(k) Plan (NJ) $34M · 464
- First Federal Savings Bank 401(k) Profit Sharing Plan (ID) $34M · 300
- Favorite Healthcare Staffing 401(k) Plan (KS) $34M · 4,433
Similar participant headcount
Nearest other-state filings by covered participants (870 participants); asset peers above are excluded.
- Intermed, P.a. 401(k) & Profit Sharing Plan (ME) 870 · 0 off
- Cma Group Salary Deferral Plan (VA) 870 · 0 off
- My Airline 401(k) Retirement Plan (MO) 870 · 0 off
- The Wallick Companies 401(k) Retirement Savings Plan (OH) 870 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.