401(k) · DOL Form 5500 · 2024
Ucare Minnesota 401(k) Plan
Data updated 2026-08-25
- $150M
- Total assets Near avg plan size
- 1,614
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $93,101
- Avg per participant Below avg balance/head
Official DOL plan name: Ucare 401(k) Retirement Savings Plan · Sponsored by Ucare Minnesota · Minnesota · Finance & Insurance
$150M in assets, 1,614 participants
Ucare Minnesota's Ucare 401(k) Retirement Savings Plan reported $150M in total assets and 1,614 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #7,599 in Finance & Insurance (8,549 peers)
Where Ucare 401(k) Retirement Savings Plan sits by assets
Ucare 401(k) Retirement Savings Plan sits in the top 10% of all filed plans by assets, $150M for 1,614 participants (~$93,101/participant), up 22.5% in 2024.
- #7,599
- in Finance & Insurance (8,549 peers)
- +22.5%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Ucare 401(k) Retirement Savings Plan's outsized position by total assets
Ucare 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$150,264,900 Top 7% higher than 93% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Ucare 401(k) Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ucare 401(k) Retirement Savings Plan lands in the large band (1,614 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ucare 401(k) Retirement Savings Plan end-of-year assets rose from $123M in the plan year 2023 filing to $150M in the plan year 2024 filing.
- Ucare 401(k) Retirement Savings Plan reported participants rose from 1,326 in the plan year 2023 filing to 1,614 in the plan year 2024 filing.
- Ucare 401(k) Retirement Savings Plan reported net income rose from $27M in the plan year 2023 filing to $28M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 363573805 · Ucare Minnesota PY 2024 · 401(k)
Ucare 401(k) Retirement Savings Plan · $150M · 1,614 · 93rd
- 5500 $150M
- 5500 1,614
- 5500 93rd
- 5500 401(k)
- 5500 near Qrm 401(k) Retirement Savings Plan
- 5500 ind #7599
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 Finance & Insurance retirement plans → · Plans in Minnesota →
Ucare 401(k) Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $123M |
|---|---|
| Net Assets (End of Year) | $150M |
| Net Income | $28M |
| Employer EIN | 363573805 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ucare Minnesota)
Sponsor-wide plan assets over time
All Ucare Minnesota plans reported in each filing year
- Latest sponsor-wide plan assets
- $150M 57.49558366954651% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,090 | $95M |
| 2023 | 1 | 1,326 | $123M |
| 2024 | 1 | 1,614 | $150M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Ucare 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Qrm 401(k) Retirement Savings Plan in IL ($150M); by covered participants it is Confluent, Inc. Retirement Trust in CA (1,613 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($150M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,614 participants); asset peers above are excluded.
- Confluent, Inc. Retirement Trust (CA) 1,613 · 1 off
- New Day Admin, LLC 401(k) Plan (MO) 1,613 · 1 off
- Bunn-O-Matic Corporation 401(k) Savings Plan and Trust (IL) 1,613 · 1 off
- The Modern Group 401(k) Plan (TX) 1,613 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.