401(k) · DOL Form 5500 · 2023

University Healthcare Alliance 401(k) Plan

Data updated 2026-08-25

$90M
Total assets Below avg plan size
1,205
Participants Near avg headcount
90th
Percentile by assets National rank
$74,479
Avg per participant Below avg balance/head
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Official DOL plan name: University Healthcare Alliance 401(k) Plan · Sponsored by University Healthcare Alliance · California · Healthcare & Social Assistance

$90M in assets, 1,205 participants

University Healthcare Alliance's University Healthcare Alliance 401(k) Plan reported $90M in total assets and 1,205 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #16,230 in Healthcare & Social Assistance (17,684 peers)

Where University Healthcare Alliance 401(k) Plan sits by assets

University Healthcare Alliance 401(k) Plan sits in the top 10% of all filed plans by assets, $90M for 1,205 participants (~$74,479/participant), up 22.7% in 2023.

#16,230
in Healthcare & Social Assistance (17,684 peers)
+22.7%
assets growth YoY
0.9×
vs typical plan assets (national mean)

University Healthcare Alliance 401(k) Plan's outsized position by total assets

University Healthcare Alliance 401(k) Plan vs every filed plan by assets

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

$89,746,848 Top 10% higher than 90% 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

University Healthcare Alliance 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. University Healthcare Alliance 401(k) Plan lands in the large band (1,205 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • University Healthcare Alliance 401(k) Plan reported net income rose from -$13M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • University Healthcare Alliance 401(k) Plan end-of-year assets rose from $73M in the plan year 2022 filing to $90M in the plan year 2023 filing.
  • University Healthcare Alliance 401(k) Plan reported participants fell from 1,223 in the plan year 2022 filing to 1,205 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 943192446 · University Healthcare Alliance PY 2023 · 401(k)

University Healthcare Alliance 401(k) Plan · $90M · 1,205 · 90th

  • BOY $90M
  • BOY 1,205
  • BOY 90th
  • BOY 401(k)
  • BOY near Midwestone Financial Group, Inc. 401(k) Plan
  • BOY ind #16230

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 →

University Healthcare Alliance 401(k) Plan in the asset neighbourhood

Bering Straits Native Corporation 401(k) PlanBering Straits Native Corpor…$90MM. B. Kahn Construction Co., Inc. Profit Sharing and 401(k) Savings PlanM. B. Kahn Construction Co.,…$90MMidwestone Financial Group, Inc. 401(k) PlanMidwestone Financial Group, …$90MUniversity Healthcare Alliance 401(k) PlanUniversity Healthcare Allian…$90MTeijin Automotive Technologies 401(k) PlanTeijin Automotive Technologi…$90M
End-of-year total assets ($M) among University Healthcare Alliance 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$90M
Net Income$17M
Employer EIN943192446
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University Healthcare Alliance)

Sponsor-wide plan assets over time

All University Healthcare Alliance plans reported in each filing year

Latest sponsor-wide plan assets
$104M 42.44805140899868% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $73.2M $104M ▲ +42.4%
Year Plans Participants Total Assets
2022 1 1,223 $73M
2023 1 1,205 $90M
2024 1 1,080 $104M

Nearby 401(k) Plans in California

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

University Healthcare Alliance 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants University Healthcare Alliance 401(k) Plan, Total assets ($B): 0.089746848 · Participants: 1205University Healthcare Alliance 401(k) 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
University Healthcare Alliance 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare University Healthcare Alliance 401(k) Plan side-by-side with 3 peers →

University Healthcare Alliance 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Midwestone Financial Group, Inc. 401(k) Plan in IA ($90M); by covered participants it is Sp Holding Enterprises Corp 401(k) Retirement Savings Plan in UT (1,205 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,205 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 University Healthcare Alliance 401(k) Plan assets move in 2023? ▼
University Healthcare Alliance 401(k) Plan grew sharply - up 22.7% during 2023, from $73M to $90M. Reported net income was $17M.
How have University Healthcare Alliance plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University Healthcare Alliance's sponsor-wide assets grew 42.4%, from $73M to $104M.
Where does University Healthcare Alliance 401(k) Plan rank by assets among Form 5500 filers? ▼
University Healthcare Alliance 401(k) Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to University Healthcare Alliance 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Midwestone Financial Group, Inc. 401(k) Plan in IA ($90M, 789 participants).
Which 401(k) plans cover a similar participant headcount to University Healthcare Alliance 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sp Holding Enterprises Corp 401(k) Retirement Savings Plan in UT (1,205 participants, $70M 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 943192446.

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.