401(k) · DOL Form 5500 · 2023
United Family Practice Health 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 94
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $74,259
- Avg per participant Below avg balance/head
Official DOL plan name: Safe-Harbor 403(b) Thrift Plan for Employees of United Family Practice Health Center · Sponsored by United Family Practice Health · Minnesota · Healthcare & Social Assistance
$7M in assets, 94 participants
United Family Practice Health's Safe-Harbor 403(b) Thrift Plan for Employees of United Family Practice Health Center reported $7M in total assets and 94 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.
- #9,948 in Healthcare & Social Assistance (17,684 peers)
United Family Practice Health multi-year trail
United Family Practice Health's plans moved +21.8% in assets from 2022 to 2024; this filing shows Safe-Harbor 403(b) Thrift Plan for Employees of United Family Practice Health Center at $7M / 94 participants.
- #9,948
- in Healthcare & Social Assistance (17,684 peers)
- +18.8%
- assets growth YoY
Safe-Harbor 403(b) Thrift Plan for Employees of United Family Practice Health Center's mid-pack asset rank among Healthcare & Social Assistance and all filers
Safe-Harbor 403(b) Thrift Plan for Employees of United Family Practice Health Center vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,980,389 Top 49% higher than 51% 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
Safe-Harbor 403(b) Thrift Plan for Employees of United Family Practice Health Center among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Safe-Harbor 403(b) Thrift Plan for Employees of United Family Practice Health Center is a small filing (94 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Safe-Harbor 403(b) Thrift Plan for Employees of United Family Practice Health Center reported net income rose from -$838K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Safe-Harbor 403(b) Thrift Plan for Employees of United Family Practice Health Center reported participants fell from 120 in the plan year 2022 filing to 94 in the plan year 2023 filing.
- Safe-Harbor 403(b) Thrift Plan for Employees of United Family Practice Health Center end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
DOL schedule card
Filing strip 270052697 · United Family Practice Health PY 2023 · 401(k)
Safe-Harbor 403(b) Thrift Plan for Employees of United Family Practice Health Center · $7M · 94 · 51st
- EIN $7M
- EIN 94
- EIN 51st
- EIN 401(k)
- EIN near Homewerks Worldwide LLC 401(k)
- EIN ind #9948
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 Minnesota →
Safe-Harbor 403(b) Thrift Plan for Employees of United Family Practice Health Center in the asset neighbourhood
United Family Practice Health multi-year asset trail
Sponsor-wide plan assets over time
All United Family Practice Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 21.778004366869446% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 120 | $6M |
| 2023 | 1 | 94 | $7M |
| 2024 | 1 | 78 | $7M |
United Family Practice Health filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 270052697 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
Safe-Harbor 403(b) Thrift Plan for Employees of United Family Practice Health Center's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Homewerks Worldwide LLC 401(k) in IL ($7M); by covered participants it is Republic Companies 401(k) Retirement Plan in IA (94 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (94 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.