401(k) · DOL Form 5500 · 2023

Ucm Community Health and Hospital Division, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
138
Participants Small participant base
58th
Percentile by assets National rank
$71,968
Avg per participant Below avg balance/head
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Official DOL plan name: Medcentrix, Inc. Smart Money Retirement Plan · Sponsored by Ucm Community Health and Hospital Division, Inc. · Illinois · Other Services

$10M in assets, 138 participants

Ucm Community Health and Hospital Division, Inc.'s Medcentrix, Inc. Smart Money Retirement Plan reported $10M in total assets and 138 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,992 in Other Services (7,857 peers)

Coverage in Illinois

Medcentrix, Inc. Smart Money Retirement Plan covers 138 participants in Illinois, about 18% of the average Illinois filer (state average ~779 per filing). Assets: $10M.

#5,992
in Other Services (7,857 peers)
+9.8%
assets growth YoY

Medcentrix, Inc. Smart Money Retirement Plan's mid-pack asset rank among Other Services and all filers

Medcentrix, Inc. Smart Money Retirement Plan vs every filed plan by assets

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

$9,931,533 Top 42% higher than 58% 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

Medcentrix, Inc. Smart Money Retirement 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. Medcentrix, Inc. Smart Money Retirement Plan sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Medcentrix, Inc. Smart Money Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $882K in the plan year 2023 filing.
  • Medcentrix, Inc. Smart Money Retirement Plan reported participants fell from 173 in the plan year 2022 filing to 138 in the plan year 2023 filing.
  • Medcentrix, Inc. Smart Money Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 363374228 · Ucm Community Health and Hospital Division, Inc. PY 2023 · 401(k)

Medcentrix, Inc. Smart Money Retirement Plan · $10M · 138 · 58th

  • EIN $10M
  • RANK 138
  • PHOTO 58th
  • IND 401(k)
  • EOY near Pivotal Commware 401(k) Plan
  • 5500 ind #5992

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 Other Services retirement plans → · Plans in Illinois →

Medcentrix, Inc. Smart Money Retirement Plan in the asset neighbourhood

Medcentrix, Inc. Smart Money Retirement PlanMedcentrix, Inc. Smart Money…$10MPivotal Commware 401(k) Plan$10MZidian Management Corp. Dba the Zidian Group 401(k) Profit Sharing PlanZidian Management Corp. Dba …$10MBatten & Shaw, Inc. 401(k) PlanBatten & Shaw, Inc. 401(k) P…$10MFlynn Gallagher Associates, LLC 401(k) Profit Sharing PlanFlynn Gallagher Associates, …$10M
End-of-year total assets ($M) among Medcentrix, Inc. Smart Money Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$882K
Employer EIN363374228
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ucm Community Health and Hospital Division, Inc.)

Sponsor-wide plan assets over time

All Ucm Community Health and Hospital Division, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 15.524763556701304% vs 2022
2024 filing year
$8.5M$9M$9.5M$10M$10.5M$11M 202220232024 $9.05M $10.5M ▲ +15.5%
Year Plans Participants Total Assets
2022 1 173 $9M
2023 1 138 $10M
2024 1 209 $10M

Nearby 401(k) Plans in Illinois

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

Medcentrix, Inc. Smart Money Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Medcentrix, Inc. Smart Money Retirement Plan, Total assets ($B): 0.009931533 · Participants: 138Medcentrix, Inc. Smart Money Retirement PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Medcentrix, Inc. Smart Money Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Medcentrix, Inc. Smart Money Retirement Plan side-by-side with 3 peers →

Medcentrix, Inc. Smart Money Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Pivotal Commware 401(k) Plan in WA ($10M); by covered participants it is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 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 Medcentrix, Inc. Smart Money Retirement Plan assets move in 2023? ▼
Medcentrix, Inc. Smart Money Retirement Plan grew at a solid clip - up 9.8% during 2023, from $9M to $10M. Reported net income was $882K.
How have Ucm Community Health and Hospital Division, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ucm Community Health and Hospital Division, Inc.'s sponsor-wide assets grew 15.5%, from $9M to $10M.
Which 401(k) plans are similar in size to Medcentrix, Inc. Smart Money Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pivotal Commware 401(k) Plan in WA ($10M, 134 participants).
Which 401(k) plans cover a similar participant headcount to Medcentrix, Inc. Smart Money Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants, $28M 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 363374228.

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.