401(k) · DOL Form 5500 · 2023
Uwh of the Carolinas, PLLC 401(k) Plan
Data updated 2026-08-25
- $199M
- Total assets Near avg plan size
- 1,124
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $177,478
- Avg per participant Above avg balance/head
Official DOL plan name: Uwh of the Carolinas, PLLC 401(k) Retirement Plan · Sponsored by Uwh of the Carolinas, PLLC · Florida · Healthcare & Social Assistance
$199M in assets, 1,124 participants
Uwh of the Carolinas, PLLC's Uwh of the Carolinas, PLLC 401(k) Retirement Plan reported $199M in total assets and 1,124 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #16,860 in Healthcare & Social Assistance (17,684 peers)
Where Uwh of the Carolinas, PLLC 401(k) Retirement Plan sits by assets
Uwh of the Carolinas, PLLC 401(k) Retirement Plan sits in the top 5% of all filed plans by assets, $199M for 1,124 participants (~$177,478/participant), up 25.1% in 2023.
- #16,860
- in Healthcare & Social Assistance (17,684 peers)
- +25.1%
- assets growth YoY
- 2.0×
- vs typical plan assets (national mean)
Uwh of the Carolinas, PLLC 401(k) Retirement Plan's outsized position by total assets
Uwh of the Carolinas, PLLC 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$199,485,800 Top 5% higher than 95% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Uwh of the Carolinas, PLLC 401(k) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Uwh of the Carolinas, PLLC 401(k) Retirement Plan lands in the large band (1,124 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Uwh of the Carolinas, PLLC 401(k) Retirement Plan reported net income rose from -$19M in the plan year 2022 filing to $40M in the plan year 2023 filing.
- Uwh of the Carolinas, PLLC 401(k) Retirement Plan end-of-year assets rose from $159M in the plan year 2022 filing to $199M in the plan year 2023 filing.
- Uwh of the Carolinas, PLLC 401(k) Retirement Plan reported participants rose from 950 in the plan year 2022 filing to 1,124 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 320418835 · Uwh of the Carolinas, PLLC PY 2023 · 401(k)
Uwh of the Carolinas, PLLC 401(k) Retirement Plan · $199M · 1,124 · 95th
- BOOK $199M
- BOOK 1,124
- BOOK 95th
- BOOK 401(k)
- BOOK near Page Southerland Page 401(k) Plan
- BOOK ind #16860
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 Florida →
Uwh of the Carolinas, PLLC 401(k) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $159M |
|---|---|
| Net Assets (End of Year) | $199M |
| Net Income | $40M |
| Employer EIN | 320418835 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Uwh of the Carolinas, PLLC)
Sponsor-wide plan assets over time
All Uwh of the Carolinas, PLLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $228M 43.22364657724285% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 950 | $159M |
| 2023 | 1 | 1,124 | $199M |
| 2024 | 1 | 1,162 | $228M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Uwh of the Carolinas, PLLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Page Southerland Page 401(k) Plan in TX ($200M); by covered participants it is Ryman Hospitality Properties 401(k) Savings Plan in TN (1,124 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($199M here).
- Page Southerland Page 401(k) Plan (TX) $200M · 1,285
- Foundation Building Materials 401(k) Profit Sharing Plan and Trust (CA) $200M · 4,319
- Archer & Greiner, P.C. Cash or Deferred Profit Sharing Plan (NJ) $199M · 304
- Trend Micro, Incorporated 401(k) Retirement Plan (TX) $199M · 1,171
Similar participant headcount
Nearest other-state filings by covered participants (1,124 participants); asset peers above are excluded.
- Ryman Hospitality Properties 401(k) Savings Plan (TN) 1,124 · 0 off
- Iaero Group 401(k) (NC) 1,124 · 0 off
- Carl Zeiss Meditec, Inc. Retirement and Investment Plan (CA) 1,124 · 0 off
- Master-Halco, Inc. Retirement Savings Value Plan (TX) 1,124 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.