401(k) · DOL Form 5500 · 2023

Unified Care Services LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
1,579
Participants Near avg headcount
63rd
Percentile by assets National rank
$7,837
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Healthcare Employees Retirement Savings Plan · Sponsored by Unified Care Services LLC · California · Healthcare & Social Assistance

$12M in assets, 1,579 participants

Unified Care Services LLC's Healthcare Employees Retirement Savings Plan reported $12M in total assets and 1,579 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,136 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Healthcare Employees Retirement Savings Plan covers 1,579 participants in California, 2.5x the typical California plan (state average ~630 per filing). Assets: $12M.

#12,136
in Healthcare & Social Assistance (17,684 peers)
+8.2%
assets growth YoY

Healthcare Employees Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Healthcare Employees Retirement Savings Plan vs every filed plan by assets

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

$12,374,763 Top 37% higher than 63% 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

Healthcare Employees Retirement Savings 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. Healthcare Employees Retirement Savings Plan lands in the large band (1,579 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Healthcare Employees Retirement Savings Plan reported net income rose from -$836K in the plan year 2022 filing to $933K in the plan year 2023 filing.
  • Healthcare Employees Retirement Savings Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Healthcare Employees Retirement Savings Plan reported participants rose from 1,529 in the plan year 2022 filing to 1,579 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 954626030 · Unified Care Services LLC PY 2023 · 401(k)

Healthcare Employees Retirement Savings Plan · $12M · 1,579 · 63rd

  • EIN $12M
  • RANK 1,579
  • PHOTO 63rd
  • IND 401(k)
  • EOY near Mp Biomedicals, Inc. Retirement Savings Plan
  • 5500 ind #12136

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 →

Healthcare Employees Retirement Savings Plan in the asset neighbourhood

Mp Biomedicals, Inc. Retirement Savings PlanMp Biomedicals, Inc. Retirem…$12MFarmers State Financial Corporation Cash or Deferred Profit Sharing Plan and TrustFarmers State Financial Corp…$12MThe Papers, Inc. 401(k) Retirement PlanThe Papers, Inc. 401(k) Reti…$12MHealthcare Employees Retirement Savings PlanHealthcare Employees Retirem…$12MComstock Holding Companies, Inc. 401(k) PlanComstock Holding Companies, …$12M
End-of-year total assets ($M) among Healthcare Employees Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$933K
Employer EIN954626030
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unified Care Services LLC)

Sponsor-wide plan assets over time

All Unified Care Services LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 11.284284443600734% vs 2022
2024 filing year
$11M$11.5M$12M$12.5M$13M 202220232024 $11.4M $12.7M ▲ +11.3%
Year Plans Participants Total Assets
2022 1 1,529 $11M
2023 1 1,579 $12M
2024 1 692 $13M

Nearby 401(k) Plans in California

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

Healthcare Employees Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Healthcare Employees Retirement Savings Plan, Total assets ($B): 0.012374763 · Participants: 1579Healthcare Employees Retirement Savings 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
Healthcare Employees Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Healthcare Employees Retirement Savings Plan side-by-side with 3 peers →

Healthcare Employees Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mp Biomedicals, Inc. Retirement Savings Plan in OH ($12M); by covered participants it is First Busey Corporation Profit Sharing Plan and Trust in IL (1,579 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,579 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 Healthcare Employees Retirement Savings Plan assets move in 2023? ▼
Healthcare Employees Retirement Savings Plan grew at a solid clip - up 8.2% during 2023, from $11M to $12M. Reported net income was $933K.
How have Unified Care Services LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unified Care Services LLC's sponsor-wide assets grew 11.3%, from $11M to $13M.
Which 401(k) plans are similar in size to Healthcare Employees Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mp Biomedicals, Inc. Retirement Savings Plan in OH ($12M, 136 participants).
Which 401(k) plans cover a similar participant headcount to Healthcare Employees Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First Busey Corporation Profit Sharing Plan and Trust in IL (1,579 participants, $248M 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 954626030.

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.