401(k) · DOL Form 5500 · 2024

Edu Healthcare LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
189
Participants Below avg headcount
34th
Percentile by assets National rank
$15,931
Avg per participant Low balance/head
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Official DOL plan name: Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Edu Healthcare LLC · North Carolina · Administrative & Support Services

$3M in assets, 189 participants

Edu Healthcare LLC's Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 189 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,507 in Administrative & Support Services (4,368 peers)

Coverage in North Carolina

Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust covers 189 participants in North Carolina, about 23% of the average North Carolina filer (state average ~819 per filing). Assets: $3M.

#2,507
in Administrative & Support Services (4,368 peers)
+27.1%
assets growth YoY

Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Administrative & Support Services and all filers

Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,010,881 34th percentile higher than 34% 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

Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (189 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust reported net income fell from $789K in the plan year 2023 filing to $643K in the plan year 2024 filing.
  • Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 178 in the plan year 2023 filing to 189 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 260763414 · Edu Healthcare LLC PY 2024 · 401(k)

Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust · $3M · 189 · 34th

  • IND $3M
  • IND 189
  • IND 34th
  • IND 401(k)
  • IND near Mfgs, Inc. 401(k) Plan
  • IND ind #2507

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 Administrative & Support Services retirement plans → · Plans in North Carolina →

Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Edu Healthcare LLC 401(k) Profit Sharing Plan & TrustEdu Healthcare LLC 401(k) Pr…$3MMfgs, Inc. 401(k) Plan$3MEast Side Glass Company, Inc. Retirement Savings PlanEast Side Glass Company, Inc…$3MMaryland Paper Company 401(k) PlanMaryland Paper Company 401(k…$3MJasmine M. Gorton, D.M.D., Inc. Profit Sharing 401(k) PlanJasmine M. Gorton, D.M.D., I…$3M
End-of-year total assets ($M) among Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$643K
Employer EIN260763414
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Edu Healthcare LLC)

Sponsor-wide plan assets over time

All Edu Healthcare LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 90.61855030477382% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.58M $3.01M ▲ +90.5%
Year Plans Participants Total Assets
2022 1 129 $2M
2023 1 178 $2M
2024 1 189 $3M

Nearby 401(k) Plans in North Carolina

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

Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.003010881 · Participants: 189Edu Healthcare LLC 401(k) Profit Sharing Plan & TrustThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Mfgs, Inc. 401(k) Plan in VA ($3M); by covered participants it is Prevailing Multiple Employer Plan in MD (189 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (189 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 Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust grew sharply - up 27.1% during 2024, from $2M to $3M. Reported net income was $643K.
How have Edu Healthcare LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edu Healthcare LLC's sponsor-wide assets grew 90.6%, from $2M to $3M.
Which 401(k) plans are similar in size to Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Mfgs, Inc. 401(k) Plan in VA ($3M, 31 participants).
Which 401(k) plans cover a similar participant headcount to Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Prevailing Multiple Employer Plan in MD (189 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 260763414.

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.