401(k) · DOL Form 5500 · 2023
Mcleod Health 401(k) Plan
Data updated 2026-08-25
- $710M
- Total assets Above avg plan size
- 9,946
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $71,355
- Avg per participant Below avg balance/head
Official DOL plan name: Mcleod Health 401(k) Plan · Sponsored by Mcleod Health · South Carolina · Healthcare & Social Assistance
$710M in assets, 9,946 participants
Mcleod Health's Mcleod Health 401(k) Plan reported $710M in total assets and 9,946 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #17,376 in Healthcare & Social Assistance (17,684 peers)
Coverage in South Carolina
Mcleod Health 401(k) Plan covers 9,946 participants in South Carolina, 27x the typical South Carolina plan (state average ~369 per filing). Assets: $710M.
- #17,376
- in Healthcare & Social Assistance (17,684 peers)
- +20.5%
- assets growth YoY
- 7.1×
- vs typical plan assets (national mean)
Mcleod Health 401(k) Plan's outsized position by total assets
Mcleod Health 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$709,701,283 Top 2% higher than 98% 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
Mcleod Health 401(k) 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. Mcleod Health 401(k) Plan lands in the large band (9,946 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mcleod Health 401(k) Plan reported net income rose from -$119M in the plan year 2022 filing to $121M in the plan year 2023 filing.
- Mcleod Health 401(k) Plan end-of-year assets rose from $589M in the plan year 2022 filing to $710M in the plan year 2023 filing.
- Mcleod Health 401(k) Plan reported participants rose from 9,502 in the plan year 2022 filing to 9,946 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 510473500 · Mcleod Health PY 2023 · 401(k)
Mcleod Health 401(k) Plan · $710M · 9,946 · 98th
- EBSA $710M
- PART 9,946
- TYPE 98th
- NET 401(k)
- BOOK near Mettler-Toledo, LLC Enhanced Retirement Savings Plan
- VS-ST ind #17376
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 South Carolina →
Mcleod Health 401(k) Plan in the asset neighbourhood
South Carolina filing particulars
| Total Assets (Beginning of Year) | $589M |
|---|---|
| Net Assets (End of Year) | $710M |
| Net Income | $121M |
| Employer EIN | 510473500 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mcleod Health)
Sponsor-wide plan assets over time
All Mcleod Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $809M 37.28080945566324% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9,502 | $589M |
| 2023 | 1 | 9,946 | $710M |
| 2024 | 1 | 10,211 | $809M |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $4.1B · 14,439
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.5B · 8,661
- Sonoco Retirement & Savings Plan $1.6B · 11,311
- Sonoco Retirement & Savings Plan $1.3B · 10,614
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.3B · 11,348
Scale composition for Mcleod Health 401(k) Plan
Mcleod Health 401(k) Plan reports $710M in end-of-year assets across 9,946 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $71,355 per participant (52% of the national average assets-per-participant) . Net income for plan year 2023 was $121M.
This plan identity (EIN 510473500, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $589M to $809M (+37.3%) while covered participants moved from 9,502 to 10,211 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,502 | $589M | Open filing |
| 2023 | 9,946 | $710M | This page |
| 2024 · index core | 10,211 | $809M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Mcleod Health 401(k) Plan (401(k), $809M, 10,211 participants)
Mcleod Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Mettler-Toledo, LLC Enhanced Retirement Savings Plan in OH ($709M); by covered participants it is J.Crew Group, LLC. 401(k) Savings Plan in NY (9,946 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($710M here).
- Mettler-Toledo, LLC Enhanced Retirement Savings Plan (OH) $709M · 3,401
- Ne Georgia Health System 401(k) Retirement Savings Plan (GA) $710M · 10,064
- Kph Healthcare Services, Inc. Employee Stock Ownership and 401(k) Plan (NY) $709M · 3,867
- Arconic Corp. Salaried 401(k) Plan (PA) $712M · 2,228
Similar participant headcount
Nearest other-state filings by covered participants (9,946 participants); asset peers above are excluded.
- J.Crew Group, LLC. 401(k) Savings Plan (NY) 9,946 · 0 off
- Adidas 401(k) Savings and Retirement Plan (OR) 9,948 · 2 off
- The Auto Club Group 401(k) Plan (MI) 9,943 · 3 off
- Doordash 401(k) Plan (CA) 9,939 · 7 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.