401(k) · DOL Form 5500 · 2023

Direct Urgent Care, Inc. Dba Carbon Health 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
2,411
Participants Above avg headcount
83rd
Percentile by assets National rank
$16,573
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carbon Health 401(k) Plan · Sponsored by Direct Urgent Care, Inc. Dba Carbon Health · California · Healthcare & Social Assistance

$40M in assets, 2,411 participants

Direct Urgent Care, Inc. Dba Carbon Health's Carbon Health 401(k) Plan reported $40M in total assets and 2,411 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #15,126 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Carbon Health 401(k) Plan covers 2,411 participants in California, 3.8x the typical California plan (state average ~630 per filing). Assets: $40M.

#15,126
in Healthcare & Social Assistance (17,684 peers)
+38.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Carbon Health 401(k) Plan's outsized position by total assets

Carbon Health 401(k) Plan vs every filed plan by assets

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

$39,957,458 Top 17% higher than 83% 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

Carbon Health 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. Carbon Health 401(k) Plan lands in the large band (2,411 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carbon Health 401(k) Plan end-of-year assets rose from $29M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Carbon Health 401(k) Plan reported net income fell from $12M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Carbon Health 401(k) Plan reported participants fell from 2,434 in the plan year 2022 filing to 2,411 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 454298417 · Direct Urgent Care, Inc. Dba Carbon Health PY 2023 · 401(k)

Carbon Health 401(k) Plan · $40M · 2,411 · 83rd

  • PHOTO $40M
  • IND 2,411
  • EOY 83rd
  • 5500 401(k)
  • ASSETS near Carroll Independent Fuel 401(k) Retirement Plan
  • PCT ind #15126

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 →

Carbon Health 401(k) Plan in the asset neighbourhood

Loren Cook Company 401(k) PlanLoren Cook Company 401(k) Pl…$40MCarbon Health 401(k) Plan$40MCarroll Independent Fuel 401(k) Retirement PlanCarroll Independent Fuel 401…$40MBank Independent 401(k) Profit Sharing PlanBank Independent 401(k) Prof…$40MSam Ash Music Corporation 401(k) Savings and Retirement PlanSam Ash Music Corporation 40…$40M
End-of-year total assets ($M) among Carbon Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$39M
Net Income$9M
Employer EIN454298417
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Direct Urgent Care, Inc. Dba Carbon Health)

Sponsor-wide plan assets over time

All Direct Urgent Care, Inc. Dba Carbon Health plans reported in each filing year

Latest sponsor-wide plan assets
$45M 43.08514500024697% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $31.5M $45.1M ▲ +43.1%
Year Plans Participants Total Assets
2022 2 2,438 $32M
2023 4 2,480 $48M
2024 2 1,813 $45M

Nearby 401(k) Plans in California

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

Carbon Health 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Carbon Health 401(k) Plan, Total assets ($B): 0.039957458 · Participants: 2411Carbon Health 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
Carbon Health 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Carbon Health 401(k) Plan side-by-side with 3 peers →

Carbon Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Carroll Independent Fuel 401(k) Retirement Plan in MD ($40M); by covered participants it is Prevea Clinic, Inc. 401(k) and Retirement Plan in WI (2,411 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,411 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 Carbon Health 401(k) Plan assets move in 2023? ▼
Carbon Health 401(k) Plan surged - up 38.9% during 2023, from $29M to $40M. Reported net income was $9M.
How have Direct Urgent Care, Inc. Dba Carbon Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Direct Urgent Care, Inc. Dba Carbon Health's sponsor-wide assets grew 43.1%, from $32M to $45M.
Where does Carbon Health 401(k) Plan rank by assets among Form 5500 filers? ▼
Carbon Health 401(k) Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Carbon Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carroll Independent Fuel 401(k) Retirement Plan in MD ($40M, 806 participants).
Which 401(k) plans cover a similar participant headcount to Carbon Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Prevea Clinic, Inc. 401(k) and Retirement Plan in WI (2,411 participants, $462M 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 454298417.

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.