401(k) · DOL Form 5500 · 2024

University Healthcare Alliance 401(k) Plan

Data updated 2026-08-25

$104M
Total assets Near avg plan size
1,080
Participants Near avg headcount
91st
Percentile by assets National rank
$96,506
Avg per participant Below avg balance/head
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Official DOL plan name: University Healthcare Alliance 401(k) Plan · Sponsored by University Healthcare Alliance · California · Healthcare & Social Assistance

$104M in assets, 1,080 participants

University Healthcare Alliance's University Healthcare Alliance 401(k) Plan reported $104M in total assets and 1,080 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #15,529 in Healthcare & Social Assistance (16,916 peers)

Where University Healthcare Alliance 401(k) Plan sits by assets

University Healthcare Alliance 401(k) Plan sits in the top 10% of all filed plans by assets, $104M for 1,080 participants (~$96,506/participant), up 16.1% in 2024.

#15,529
in Healthcare & Social Assistance (16,916 peers)
+16.1%
assets growth YoY
1.0×
vs typical plan assets (national mean)

University Healthcare Alliance 401(k) Plan's outsized position by total assets

University Healthcare Alliance 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$104,226,678 Top 9% higher than 91% of 123,620 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 2024

University Healthcare Alliance 401(k) 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. University Healthcare Alliance 401(k) Plan lands in the large band (1,080 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • University Healthcare Alliance 401(k) Plan end-of-year assets rose from $90M in the plan year 2023 filing to $104M in the plan year 2024 filing.
  • University Healthcare Alliance 401(k) Plan reported net income fell from $17M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • University Healthcare Alliance 401(k) Plan reported participants fell from 1,205 in the plan year 2023 filing to 1,080 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 943192446 · University Healthcare Alliance PY 2024 · 401(k)

University Healthcare Alliance 401(k) Plan · $104M · 1,080 · 91st

  • EBSA $104M
  • EBSA 1,080
  • EBSA 91st
  • EBSA 401(k)
  • EBSA near Braze, Inc. 401(k) Plan
  • EBSA ind #15529

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 →

University Healthcare Alliance 401(k) Plan in the asset neighbourhood

Welltower Inc. Retirement Plan and TrustWelltower Inc. Retirement Pl…$104MUniversity Healthcare Alliance 401(k) PlanUniversity Healthcare Allian…$104MBraze, Inc. 401(k) Plan$104MBiltmore Workforce Management 401(k) Profit Sharing PlanBiltmore Workforce Managemen…$104MConway Regional Medical Center Retirement Income PlanConway Regional Medical Cent…$104M
End-of-year total assets ($M) among University Healthcare Alliance 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$90M
Net Assets (End of Year)$104M
Net Income$14M
Employer EIN943192446
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University Healthcare Alliance)

Sponsor-wide plan assets over time

All University Healthcare Alliance plans reported in each filing year

Latest sponsor-wide plan assets
$104M 42.44805140899868% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $73.2M $104M ▲ +42.4%
Year Plans Participants Total Assets
2022 1 1,223 $73M
2023 1 1,205 $90M
2024 1 1,080 $104M

Nearby 401(k) Plans in California

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

University Healthcare Alliance 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants University Healthcare Alliance 401(k) Plan, Total assets ($B): 0.104226678 · Participants: 1080University Healthcare Alliance 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
University Healthcare Alliance 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

University Healthcare Alliance 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Braze, Inc. 401(k) Plan in NY ($104M); by covered participants it is Ayr Strategies Retirement Plan in NY (1,080 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($104M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,080 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did University Healthcare Alliance 401(k) Plan assets move in 2024?
University Healthcare Alliance 401(k) Plan grew sharply - up 16.1% during 2024, from $90M to $104M. Reported net income was $14M.
How have University Healthcare Alliance plan assets changed over time?
Across 3 plan years on file (2022-2024), University Healthcare Alliance's sponsor-wide assets grew 42.4%, from $73M to $104M.
Where does University Healthcare Alliance 401(k) Plan rank by assets among Form 5500 filers?
University Healthcare Alliance 401(k) Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to University Healthcare Alliance 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Braze, Inc. 401(k) Plan in NY ($104M, 990 participants).
Which 401(k) plans cover a similar participant headcount to University Healthcare Alliance 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Ayr Strategies Retirement Plan in NY (1,080 participants, $3M in assets).