401(k) · DOL Form 5500 · 2023

Universal Mental Health Services, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
368
Participants Below avg headcount
26th
Percentile by assets National rank
$3,391
Avg per participant Low balance/head
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Official DOL plan name: Universal Mental Health Services, Inc. 401(k) Plan · Sponsored by Universal Mental Health Services, Inc. · North Carolina · Healthcare & Social Assistance

$1M in assets, 368 participants

Universal Mental Health Services, Inc.'s Universal Mental Health Services, Inc. 401(k) Plan reported $1M in total assets and 368 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,883 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

Universal Mental Health Services, Inc. 401(k) Plan covers 368 participants in North Carolina, about 45% of the average North Carolina filer (state average ~819 per filing). Assets: $1M.

#3,883
in Healthcare & Social Assistance (17,684 peers)
+36.5%
assets growth YoY

Universal Mental Health Services, Inc. 401(k) Plan among the smaller filed plans by assets

Universal Mental Health Services, Inc. 401(k) Plan vs every filed plan by assets

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

$1,247,875 26th percentile higher than 26% 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

Universal Mental Health Services, Inc. 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. Universal Mental Health Services, Inc. 401(k) Plan sits mid-pack in the medium band (368 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Universal Mental Health Services, Inc. 401(k) Plan reported net income rose from $97K in the plan year 2022 filing to $335K in the plan year 2023 filing.
  • Universal Mental Health Services, Inc. 401(k) Plan end-of-year assets rose from $914K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Universal Mental Health Services, Inc. 401(k) Plan reported participants fell from 383 in the plan year 2022 filing to 368 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 141877453 · Universal Mental Health Services, Inc. PY 2023 · 401(k)

Universal Mental Health Services, Inc. 401(k) Plan · $1M · 368 · 26th

  • PCT $1M
  • EIN 368
  • RANK 26th
  • PHOTO 401(k)
  • IND near Miles Real Estate, Inc. 401(k) Profit Sharing Plan
  • EOY ind #3883

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 North Carolina →

Universal Mental Health Services, Inc. 401(k) Plan in the asset neighbourhood

Universal Mental Health Services, Inc. 401(k) PlanUniversal Mental Health Serv…$1MMiles Real Estate, Inc. 401(k) Profit Sharing PlanMiles Real Estate, Inc. 401(…$1MTatom Ventures, Inc. Dba the Key Man Pension Transfer Trust PlanTatom Ventures, Inc. Dba the…$1MAnvah, Inc. 401(k) Plan$1MDivcon Ems 401(k) Profit Sharing PlanDivcon Ems 401(k) Profit Sha…$1M
End-of-year total assets ($M) among Universal Mental Health Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$914K
Net Assets (End of Year)$1M
Net Income$335K
Employer EIN141877453
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Universal Mental Health Services, Inc.)

Sponsor-wide plan assets over time

All Universal Mental Health Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 78.55942056567473% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.91M $1.63M ▲ +79.1%
Year Plans Participants Total Assets
2022 1 383 $914K
2023 1 368 $1M
2024 1 371 $2M

Nearby 401(k) Plans in North Carolina

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

Universal Mental Health Services, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Universal Mental Health Services, Inc. 401(k) Plan, Total assets ($B): 0.001247875 · Participants: 368Universal Mental Health Services, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Universal Mental Health Services, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Universal Mental Health Services, Inc. 401(k) Plan side-by-side with 3 peers →

Universal Mental Health Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Miles Real Estate, Inc. 401(k) Profit Sharing Plan in SC ($1M); by covered participants it is Mcguire Management Group 401(k) Plan in FL (368 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (368 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 Universal Mental Health Services, Inc. 401(k) Plan assets move in 2023? ▼
Universal Mental Health Services, Inc. 401(k) Plan surged - up 36.5% during 2023, from $914K to $1M. Reported net income was $335K.
How have Universal Mental Health Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Universal Mental Health Services, Inc.'s sponsor-wide assets grew 78.6%, from $914K to $2M.
Which 401(k) plans are similar in size to Universal Mental Health Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Miles Real Estate, Inc. 401(k) Profit Sharing Plan in SC ($1M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Universal Mental Health Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcguire Management Group 401(k) Plan in FL (368 participants, $2M 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 141877453.

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.