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
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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.

  • #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

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

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.

See the national 2022→2023 release diff →

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

Page Southerland Page 401(k) PlanPage Southerland Page 401(k)…$200MFoundation Building Materials 401(k) Profit Sharing Plan and TrustFoundation Building Material…$200MUwh of the Carolinas, PLLC 401(k) Retirement PlanUwh of the Carolinas, PLLC 4…$199MArcher & Greiner, P.C. Cash or Deferred Profit Sharing PlanArcher & Greiner, P.C. Cash …$199MTrend Micro, Incorporated 401(k) Retirement PlanTrend Micro, Incorporated 40…$199M
End-of-year total assets ($M) among Uwh of the Carolinas, PLLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

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
$150M$200M$250M 202220232024 $159M $228M ▲ +43.2%
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 Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Uwh of the Carolinas, PLLC 401(k) Retirement Plan, Total assets ($B): 0.1994858 · Participants: 1124Uwh of the Carolinas, PLLC 401(k) Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
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) Retirement Plan side-by-side with 3 peers →

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.

Similar participant headcount

Nearest other-state filings by covered participants (1,124 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 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).
Which 401(k) plans cover a similar participant headcount to Uwh of the Carolinas, PLLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ryman Hospitality Properties 401(k) Savings Plan in TN (1,124 participants, $93M 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 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.