401(k) · DOL Form 5500 · 2023

University Healthcare Alliance 401(k) Plan

Data updated 2026-08-11

$90M
Total assets
1,205
Participants
90th
Percentile by assets
$74,479
Avg per participant
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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.

  • 90th percentile by assets (of 127,072 plans)
  • #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.

$90M
total plan assets (2023 EOY)
1,205
covered participants
90th
percentile by assets (of 127,072 plans)
$74,479
avg assets per participant

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 →

University Healthcare Alliance 401(k) Plan vs the 2023 asset distribution

By assets, University Healthcare Alliance 401(k) Plan outranks 90% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).

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)

$70M$80M$90M$100M$110M 202220232024 $73.2M $104M ▲ +42.4%
Total plan assets by year, all University Healthcare Alliance plans on file
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

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 Healthcar…Wells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Intel 401(k) Savings…Apple 401(k) Plan
University Healthcare Alliance 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to University Healthcare Alliance 401(k) Plan by total assets, not by location.

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).

Next read for University Healthcare Alliance 401(k) Pl…

Scale reading

Ways to act on University Healthcare Alliance 401(k) Plan's numbers.