401(k) · DOL Form 5500 · 2023

Medcare South, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
331
Participants Below avg headcount
68th
Percentile by assets National rank
$46,235
Avg per participant Low balance/head
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Official DOL plan name: Medcare South 401(k) Plan · Sponsored by Medcare South, LLC · Georgia · Healthcare & Social Assistance

$15M in assets, 331 participants

Medcare South, LLC's Medcare South 401(k) Plan reported $15M in total assets and 331 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #12,835 in Healthcare & Social Assistance (17,684 peers)

Coverage in Georgia

Medcare South 401(k) Plan covers 331 participants in Georgia, about 30% of the average Georgia filer (state average ~1,096 per filing). Assets: $15M.

#12,835
in Healthcare & Social Assistance (17,684 peers)
+6.0%
assets growth YoY

Medcare South 401(k) Plan's outsized position by total assets

Medcare South 401(k) Plan vs every filed plan by assets

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

$15,303,727 Top 32% higher than 68% 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

Medcare South 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. Medcare South 401(k) Plan sits mid-pack in the medium band (331 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Medcare South 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $879K in the plan year 2023 filing.
  • Medcare South 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Medcare South 401(k) Plan reported participants fell from 339 in the plan year 2022 filing to 331 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 201353960 · Medcare South, LLC PY 2023 · 401(k)

Medcare South 401(k) Plan · $15M · 331 · 68th

  • PHOTO $15M
  • IND 331
  • EOY 68th
  • 5500 401(k)
  • ASSETS near Wg&r Employees' Savings and Retirement Plan
  • PCT ind #12835

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 Georgia →

Medcare South 401(k) Plan in the asset neighbourhood

Medcare South 401(k) Plan$15MWg&r Employees' Savings and Retirement PlanWg&r Employees' Savings and …$15MModern Health 401(k) Plan$15MThe Farber Companies 401(k) Profit Sharing PlanThe Farber Companies 401(k) …$15MPremier Medical Group Profit Sharing PlanPremier Medical Group Profit…$15M
End-of-year total assets ($M) among Medcare South 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$879K
Employer EIN201353960
Plan Effective Date2001-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Medcare South, LLC)

Sponsor-wide plan assets over time

All Medcare South, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 6.427044883203944% vs 2022
2024 filing year
$14M$14.5M$15M$15.5M 202220232024 $14.4M $15.4M ▲ +6.4%
Year Plans Participants Total Assets
2022 1 339 $14M
2023 1 331 $15M
2024 1 294 $15M

Nearby 401(k) Plans in Georgia

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

Medcare South 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Medcare South 401(k) Plan, Total assets ($B): 0.015303727 · Participants: 331Medcare South 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Medcare South 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Medcare South 401(k) Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest 401(k) by assets is Wg&r Employees' Savings and Retirement Plan in WI ($15M); by covered participants it is Pds 401(k) Plan for Maritime Sector Employees in TX (331 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (331 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 Medcare South 401(k) Plan assets move in 2023? ▼
Medcare South 401(k) Plan grew at a solid clip - up 6.0% during 2023, from $14M to $15M. Reported net income was $879K.
How have Medcare South, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Medcare South, LLC's sponsor-wide assets grew 6.4%, from $14M to $15M.
Which 401(k) plans are similar in size to Medcare South 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wg&r Employees' Savings and Retirement Plan in WI ($15M, 265 participants).
Which 401(k) plans cover a similar participant headcount to Medcare South 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pds 401(k) Plan for Maritime Sector Employees in TX (331 participants, N/A 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 201353960.

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.