401(k) · DOL Form 5500 · 2023

Unio Health Partners, LLC 401(k) Plan

Data updated 2026-08-11

$50M
Total assets: 385
Participants: 85th
Percentile by assets: $128,968
Avg per participant

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.

85th percentile by assets (of 127,072 plans)
#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.

$50M
total plan assets (2023 EOY): 385
covered participants: 85th
percentile by assets (of 127,072 plans): $128,968
avg assets per participant

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

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 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 →

State

California

Industry

Healthcare & Social Assistance

Unio Health Partners, LLC Employees' 401(k) Profit Sharing Plan vs the 2023 asset distribution

By assets, Unio Health Partners, LLC Employees' 401(k) Profit Sharing Plan outranks 85% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$31M
Net Assets (End of Year)	$50M
Net Income	$19M
Employer EIN	274201304
Plan Effective Date	2011-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Unio Health Partners, LLC)

Total plan assets by year, all Unio Health Partners, LLC plans on file

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

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Unio Health Partners, LLC Employees' 401… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Unio Health Partners, LLC Employees' 401(k) Profit Sharing Plan by total assets, not by location.

Iqnavigator, Inc 401(k) Plan (FL) $50M · 463
Vector North America, Inc. 401(k) Plan (MI) $50M · 146
Murex North America 401(k) Plan (NY) $50M · 163
Quantech Services, Inc. 401(k) Profit Sharing Plan and Trust (MA) $50M · 234

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).

Next read for Unio Health Partners, LLC Employees' 401…

Scale reading

Ways to act on Unio Health Partners, LLC Employees' 401(k) Profit Sharing Plan's numbers.

By total assets, Unio Health Partners, LLC Employees' 401(k) Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
Unio Health Partners, LLC's sponsor-wide assets have grown 89.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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.