401(k) · DOL Form 5500 · 2023

Unc Physicians Group Practices II, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
163
Participants Small participant base
60th
Percentile by assets National rank
$66,859
Avg per participant Below avg balance/head
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Official DOL plan name: Unc Physicians Group Practices II, LLC 401(k) Plan · Sponsored by Unc Physicians Group Practices II, LLC · North Carolina · Healthcare & Social Assistance

$11M in assets, 163 participants

Unc Physicians Group Practices II, LLC's Unc Physicians Group Practices II, LLC 401(k) Plan reported $11M in total assets and 163 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,664 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

Unc Physicians Group Practices II, LLC 401(k) Plan covers 163 participants in North Carolina, about 20% of the average North Carolina filer (state average ~819 per filing). Assets: $11M.

#11,664
in Healthcare & Social Assistance (17,684 peers)
+21.0%
assets growth YoY

Unc Physicians Group Practices II, LLC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Unc Physicians Group Practices II, LLC 401(k) Plan vs every filed plan by assets

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

$10,898,054 Top 40% higher than 60% 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

Unc Physicians Group Practices II, LLC 401(k) 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. Unc Physicians Group Practices II, LLC 401(k) Plan sits mid-pack in the medium band (163 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Unc Physicians Group Practices II, LLC 401(k) Plan reported net income fell from $7M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Unc Physicians Group Practices II, LLC 401(k) Plan reported participants rose from 107 in the plan year 2022 filing to 163 in the plan year 2023 filing.
  • Unc Physicians Group Practices II, LLC 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 852823886 · Unc Physicians Group Practices II, LLC PY 2023 · 401(k)

Unc Physicians Group Practices II, LLC 401(k) Plan · $11M · 163 · 60th

  • TYPE $11M
  • TYPE 163
  • TYPE 60th
  • TYPE 401(k)
  • TYPE near Blink Health 401(k) Plan
  • TYPE ind #11664

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 North Carolina →

Unc Physicians Group Practices II, LLC 401(k) Plan in the asset neighbourhood

Unc Physicians Group Practices II, LLC 401(k) PlanUnc Physicians Group Practic…$11MBlink Health 401(k) Plan$11MChemgroup 401(k) Plan$11MLake Surgical Hospital 401(k) Retirement PlanLake Surgical Hospital 401(k…$11MDemarche Associates Et Al and Affiliated Co. Profit Sharing Plan and TrustDemarche Associates Et Al an…$11M
End-of-year total assets ($M) among Unc Physicians Group Practices II, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN852823886
Plan Effective Date2021-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unc Physicians Group Practices II, LLC)

Sponsor-wide plan assets over time

All Unc Physicians Group Practices II, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 38.76467477290347% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.01M $12.5M ▲ +38.7%
Year Plans Participants Total Assets
2022 1 107 $9M
2023 1 163 $11M
2024 1 199 $13M

Nearby 401(k) Plans in North Carolina

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

Unc Physicians Group Practices II, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Unc Physicians Group Practices II, LLC 401(k) Plan, Total assets ($B): 0.010898054 · Participants: 163Unc Physicians Group Practices II, LLC 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Unc Physicians Group Practices II, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Unc Physicians Group Practices II, LLC 401(k) Plan side-by-side with 3 peers →

Unc Physicians Group Practices II, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Blink Health 401(k) Plan in NY ($11M); by covered participants it is Vvc of Texas LLC 401 (K) Profit Sharing Plan & Trust in TX (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 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 Unc Physicians Group Practices II, LLC 401(k) Plan assets move in 2023? ▼
Unc Physicians Group Practices II, LLC 401(k) Plan grew sharply - up 21.0% during 2023, from $9M to $11M. Reported net income was $2M.
How have Unc Physicians Group Practices II, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unc Physicians Group Practices II, LLC's sponsor-wide assets grew 38.8%, from $9M to $13M.
Which 401(k) plans are similar in size to Unc Physicians Group Practices II, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Blink Health 401(k) Plan in NY ($11M, 311 participants).
Which 401(k) plans cover a similar participant headcount to Unc Physicians Group Practices II, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vvc of Texas LLC 401 (K) Profit Sharing Plan & Trust in TX (163 participants, $491K 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 852823886.

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.