401(k) · DOL Form 5500 · 2023

U.S. Occmed Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
777
Participants Near avg headcount
80th
Percentile by assets National rank
$40,070
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: U.S. Occmed Holdings, LLC 401(k) Plan · Sponsored by U.S. Occmed Holdings, LLC · Texas · Management of Enterprises

$31M in assets, 777 participants

U.S. Occmed Holdings, LLC's U.S. Occmed Holdings, LLC 401(k) Plan reported $31M in total assets and 777 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #685 in Management of Enterprises (1,137 peers)

Management of Enterprises sector rank

Within Management of Enterprises, U.S. Occmed Holdings, LLC 401(k) Plan ranks #685 of 1,137 2023 filers by assets (1142% of the sector average)-$31M for 777 participants.

#685
in Management of Enterprises (1,137 peers)
+20.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

U.S. Occmed Holdings, LLC 401(k) Plan's outsized position by total assets

U.S. Occmed Holdings, LLC 401(k) Plan vs every filed plan by assets

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

$31,134,314 Top 20% higher than 80% 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

U.S. Occmed Holdings, LLC 401(k) 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. U.S. Occmed Holdings, LLC 401(k) Plan sits mid-pack in the medium band (777 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • U.S. Occmed Holdings, LLC 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • U.S. Occmed Holdings, LLC 401(k) Plan reported participants rose from 636 in the plan year 2022 filing to 777 in the plan year 2023 filing.
  • U.S. Occmed Holdings, LLC 401(k) Plan end-of-year assets rose from $26M in the plan year 2022 filing to $31M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 473712660 · U.S. Occmed Holdings, LLC PY 2023 · 401(k)

U.S. Occmed Holdings, LLC 401(k) Plan · $31M · 777 · 80th

  • 5500 $31M
  • 5500 777
  • 5500 80th
  • 5500 401(k)
  • 5500 near Pinnacle Gi Partners Employees' 401(k) Plan
  • 5500 ind #685

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 Management of Enterprises retirement plans → · Plans in Texas →

U.S. Occmed Holdings, LLC 401(k) Plan in the asset neighbourhood

Pinnacle Gi Partners Employees' 401(k) PlanPinnacle Gi Partners Employe…$31MBurke Distributing Corporation 401(k) Profit Sharing PlanBurke Distributing Corporati…$31MRadiology and Imaging Specialists of Lakeland, P.a. 401(k) Profit Sharing PlanRadiology and Imaging Specia…$31MKbs, Inc. Profit Sharing Plan and TrustKbs, Inc. Profit Sharing Pla…$31MU.S. Occmed Holdings, LLC 401(k) PlanU.S. Occmed Holdings, LLC 40…$31M
End-of-year total assets ($M) among U.S. Occmed Holdings, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$31M
Net Income$5M
Employer EIN473712660
Plan Effective Date2001-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (U.S. Occmed Holdings, LLC)

Sponsor-wide plan assets over time

All U.S. Occmed Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$37M 43.720112798206934% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.9M $37.2M ▲ +43.7%
Year Plans Participants Total Assets
2022 1 636 $26M
2023 1 777 $31M
2024 1 793 $37M

Nearby 401(k) Plans in Texas

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

U.S. Occmed Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants U.S. Occmed Holdings, LLC 401(k) Plan, Total assets ($B): 0.031134314 · Participants: 777U.S. Occmed Holdings, LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
U.S. Occmed Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare U.S. Occmed Holdings, LLC 401(k) Plan side-by-side with 3 peers →

U.S. Occmed Holdings, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Pinnacle Gi Partners Employees' 401(k) Plan in MI ($31M); by covered participants it is The Love Companies 401(k) Plan in MO (777 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (777 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 U.S. Occmed Holdings, LLC 401(k) Plan assets move in 2023? ▼
U.S. Occmed Holdings, LLC 401(k) Plan grew sharply - up 20.4% during 2023, from $26M to $31M. Reported net income was $5M.
How have U.S. Occmed Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), U.S. Occmed Holdings, LLC's sponsor-wide assets grew 43.7%, from $26M to $37M.
Where does U.S. Occmed Holdings, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
U.S. Occmed Holdings, LLC 401(k) Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to U.S. Occmed Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pinnacle Gi Partners Employees' 401(k) Plan in MI ($31M, 227 participants).
Which 401(k) plans cover a similar participant headcount to U.S. Occmed Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Love Companies 401(k) Plan in MO (777 participants, $16M 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 473712660.

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.