401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$29M
Total assets Below avg plan size
2,434
Participants Above avg headcount
82nd
Percentile by assets National rank
$11,819
Avg per participant Low balance/head
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Official DOL plan name: Carbon Health 401(k) Plan · Sponsored by Direct Urgent Care, Inc. Dba Carbon Health · California · Healthcare & Social Assistance

$29M in assets, 2,434 participants

Direct Urgent Care, Inc. Dba Carbon Health's Carbon Health 401(k) Plan reported $29M in total assets and 2,434 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #17,062 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Carbon Health 401(k) Plan covers 2,434 participants in California, 3.9x the typical California plan (state average ~630 per filing). Assets: $29M.

#17,062
in Healthcare & Social Assistance (20,060 peers)
+49.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Carbon Health 401(k) Plan's outsized position by total assets

Carbon Health 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$28,767,127 Top 18% higher than 82% of 139,123 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 2022

Carbon Health 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carbon Health 401(k) Plan lands in the large band (2,434 participants).

Form 5500 schedule snapshot

Filing strip 454298417 · Direct Urgent Care, Inc. Dba Carbon Health PY 2022 · 401(k)

Carbon Health 401(k) Plan · $29M · 2,434 · 82nd

  • RANK $29M
  • RANK 2,434
  • RANK 82nd
  • RANK 401(k)
  • RANK near Amplify Energy Services LLC 401(k) Plan
  • RANK ind #17062

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 →

Carbon Health 401(k) Plan in the asset neighbourhood

Carbon Health 401(k) Plan$29MAmplify Energy Services LLC 401(k) PlanAmplify Energy Services LLC …$29MAlexander & Associates Co. Profit Sharing and 401(k) PlanAlexander & Associates Co. P…$29MMch Professional Care 401(k) TrustMch Professional Care 401(k)…$29MGorham Savings Bank 401(k) Incentive Savings PlanGorham Savings Bank 401(k) I…$29M
End-of-year total assets ($M) among Carbon Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$29M
Net Income$12M
Employer EIN454298417
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Direct Urgent Care, Inc. Dba Carbon Health)

Sponsor-wide plan assets over time

All Direct Urgent Care, Inc. Dba Carbon Health plans reported in each filing year

Latest sponsor-wide plan assets
$45M 43.08514500024697% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $31.5M $45.1M ▲ +43.1%
Year Plans Participants Total Assets
2022 2 2,438 $32M
2023 4 2,480 $48M
2024 2 1,813 $45M

Nearby 401(k) Plans in California

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

Carbon Health 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Carbon Health 401(k) Plan, Total assets ($B): 0.028767127 · Participants: 2434Carbon Health 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Carbon Health 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Carbon Health 401(k) Plan side-by-side with 3 peers →

Carbon Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Amplify Energy Services LLC 401(k) Plan in TX ($29M); by covered participants it is Lancesoft, Inc. Retirement Plan in VA (2,435 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,434 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Carbon Health 401(k) Plan assets move in 2022? ▼
Carbon Health 401(k) Plan surged - up 49.4% during 2022, from $19M to $29M. Reported net income was $12M.
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.
Where does Carbon Health 401(k) Plan rank by assets among Form 5500 filers? ▼
Carbon Health 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Carbon Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Amplify Energy Services LLC 401(k) Plan in TX ($29M, 213 participants).
Which 401(k) plans cover a similar participant headcount to Carbon Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lancesoft, Inc. Retirement Plan in VA (2,435 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 454298417.

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.