401(k) · DOL Form 5500 · 2023

Uwh of the Carolinas, PLLC 401(k) Plan

Data updated 2026-08-11

$199M
Total assets
1,124
Participants
95th
Percentile by assets
$177,478
Avg per participant
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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.

  • 95th percentile by assets (of 127,072 plans)
  • #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.

$199M
total plan assets (2023 EOY)
1,124
covered participants
95th
percentile by assets (of 127,072 plans)
$177,478
avg assets per participant

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.

See the national 2022→2023 release diff →

State
Florida
Industry
Healthcare & Social Assistance

Uwh of the Carolinas, PLLC 401(k) Retirement Plan vs the 2023 asset distribution

By assets, Uwh of the Carolinas, PLLC 401(k) Retirement Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$159M
Net Assets (End of Year)$199M
Net Income$40M
Employer EIN320418835
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Uwh of the Carolinas, PLLC)

$150M$200M$250M 202220232024 $159M $228M ▲ +43.2%
Total plan assets by year, all Uwh of the Carolinas, PLLC plans on file
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.

Uwh of the Carolinas, PLLC 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Uwh of the Carolinas, PLLC 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Uwh of the Carolinas…L3harris Retirement …Savings Plan for Emp…Adp Totalsource Reti…Trinet 401(k) PlanPublix Super Markets…
Uwh of the Carolinas, PLLC 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Uwh of the Carolinas, PLLC 401(k) Retire… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Uwh of the Carolinas, PLLC 401(k) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Uwh of the Carolinas, PLLC 401(k) Retirement Plan assets move in 2023? ▼
Uwh of the Carolinas, PLLC 401(k) Retirement Plan grew sharply - up 25.1% during 2023, from $159M to $199M. Reported net income was $40M.
How have Uwh of the Carolinas, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Uwh of the Carolinas, PLLC's sponsor-wide assets grew 43.2%, from $159M to $228M.
Where does Uwh of the Carolinas, PLLC 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Uwh of the Carolinas, PLLC 401(k) Retirement Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Uwh of the Carolinas, PLLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Page Southerland Page 401(k) Plan in TX ($200M, 1,285 participants).

Next read for Uwh of the Carolinas, PLLC 401(k) Retire…

Scale reading

Ways to act on Uwh of the Carolinas, PLLC 401(k) Retirement Plan's numbers.

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 320418835.

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.