401(k) · DOL Form 5500 · 2023

Unio Health Partners, LLC 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
385
Participants Below avg headcount
85th
Percentile by assets National rank
$128,968
Avg per participant Near avg balance/head
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Official DOL plan name: Unio Health Partners, LLC Employees' 401(k) Profit Sharing Plan · Sponsored by Unio Health Partners, LLC · California · Healthcare & Social Assistance

$50M in assets, 385 participants

Unio Health Partners, LLC's Unio Health Partners, LLC Employees' 401(k) Profit Sharing Plan reported $50M in total assets and 385 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #15,505 in Healthcare & Social Assistance (17,684 peers)

Where Unio Health Partners, LLC Employees' 401(k) Profit Sharing Plan sits by assets

Unio Health Partners, LLC Employees' 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $50M for 385 participants (~$128,968/participant), up 59.5% in 2023.

#15,505
in Healthcare & Social Assistance (17,684 peers)
+59.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Unio Health Partners, LLC Employees' 401(k) Profit Sharing Plan's outsized position by total assets

Unio Health Partners, LLC Employees' 401(k) Profit Sharing Plan vs every filed plan by assets

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

$49,652,610 Top 15% higher than 85% 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

Unio Health Partners, LLC Employees' 401(k) Profit Sharing 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. Unio Health Partners, LLC Employees' 401(k) Profit Sharing Plan sits mid-pack in the medium band (385 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Unio Health Partners, LLC Employees' 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Unio Health Partners, LLC Employees' 401(k) Profit Sharing Plan end-of-year assets rose from $31M in the plan year 2022 filing to $50M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 274201304 · Unio Health Partners, LLC PY 2023 · 401(k)

Unio Health Partners, LLC Employees' 401(k) Profit Sharing Plan · $50M · 385 · 85th

  • EOY $50M
  • EOY 385
  • EOY 85th
  • EOY 401(k)
  • EOY near Iqnavigator, Inc 401(k) Plan
  • EOY ind #15505

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 California →

Unio Health Partners, LLC Employees' 401(k) Profit Sharing Plan in the asset neighbourhood

Vector North America, Inc. 401(k) PlanVector North America, Inc. 4…$50MQuantech Services, Inc. 401(k) Profit Sharing Plan and TrustQuantech Services, Inc. 401(…$50MUnio Health Partners, LLC Employees' 401(k) Profit Sharing PlanUnio Health Partners, LLC Em…$50MIqnavigator, Inc 401(k) Plan$50MMurex North America 401(k) PlanMurex North America 401(k) P…$50M
End-of-year total assets ($M) among Unio Health Partners, LLC Employees' 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$50M
Net Income$19M
Employer EIN274201304
Plan Effective Date2011-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unio Health Partners, LLC)

Sponsor-wide plan assets over time

All Unio Health Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$59M 89.48946580026494% vs 2022
2024 filing year
$20M$30M$40M$50M$60M$70M 202220232024 $31.1M $59M ▲ +89.5%
Year Plans Participants Total Assets
2022 1 388 $31M
2023 1 385 $50M
2024 1 699 $59M

Nearby 401(k) Plans in California

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

Unio Health Partners, LLC Employees' 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Unio Health Partners, LLC Employees' 401(k) Profit Sharing Plan, Total assets ($B): 0.04965261 · Participants: 385Unio Health Partners, LLC Employees' 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Unio Health Partners, LLC Employees' 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Unio Health Partners, LLC Employees' 401(k) Profit Sharing Plan side-by-side with 3 peers →

Unio Health Partners, LLC Employees' 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Iqnavigator, Inc 401(k) Plan in FL ($50M); by covered participants it is Magnifi Financial 401(k) Plan & Trust in MN (385 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($50M here).

Similar participant headcount

Nearest other-state filings by covered participants (385 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 Unio Health Partners, LLC Employees' 401(k) Profit Sharing Plan assets move in 2023? ▼
Unio Health Partners, LLC Employees' 401(k) Profit Sharing Plan surged - up 59.5% during 2023, from $31M to $50M. Reported net income was $19M.
How have Unio Health Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unio Health Partners, LLC's sponsor-wide assets grew 89.5%, from $31M to $59M.
Where does Unio Health Partners, LLC Employees' 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Unio Health Partners, LLC Employees' 401(k) Profit Sharing Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Unio Health Partners, LLC Employees' 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Iqnavigator, Inc 401(k) Plan in FL ($50M, 463 participants).
Which 401(k) plans cover a similar participant headcount to Unio Health Partners, LLC Employees' 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Magnifi Financial 401(k) Plan & Trust in MN (385 participants, $48M 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 274201304.

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.