401(k) · DOL Form 5500 · 2024

Bupa Worldwide Corporation 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
93
Participants Small participant base
72nd
Percentile by assets National rank
$231,705
Avg per participant Above avg balance/head
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Official DOL plan name: Bupa Worldwide Corporation 401(k) Plan · Sponsored by Bupa Worldwide Corporation · Florida · Finance & Insurance

$22M in assets, 93 participants

Bupa Worldwide Corporation's Bupa Worldwide Corporation 401(k) Plan reported $22M in total assets and 93 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,880 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Bupa Worldwide Corporation 401(k) Plan holds $22M for 93 participants - about $231,705 per participant, above the median plan by assets.

#4,880
in Finance & Insurance (8,549 peers)
-2.6%
assets change YoY

The plan reported a net loss of $565K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bupa Worldwide Corporation 401(k) Plan's outsized position by total assets

Bupa Worldwide Corporation 401(k) Plan vs every filed plan by assets

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

$21,548,530 Top 28% higher than 72% 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

Bupa Worldwide Corporation 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bupa Worldwide Corporation 401(k) Plan is a small filing (93 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bupa Worldwide Corporation 401(k) Plan reported net income rose from -$1M in the plan year 2023 filing to -$565K in the plan year 2024 filing.
  • Bupa Worldwide Corporation 401(k) Plan reported participants fell from 120 in the plan year 2023 filing to 93 in the plan year 2024 filing.
  • Bupa Worldwide Corporation 401(k) Plan end-of-year assets fell from $22M in the plan year 2023 filing to $22M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 592729914 · Bupa Worldwide Corporation PY 2024 · 401(k)

Bupa Worldwide Corporation 401(k) Plan · $22M · 93 · 72nd

  • NET $22M
  • BOOK 93
  • VS-ST 72nd
  • BOY 401(k)
  • SCH near The Christ Hospital 401(a) Retirement Savings Plan
  • EBSA ind #4880

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 Florida →

Bupa Worldwide Corporation 401(k) Plan in the asset neighbourhood

Bupa Worldwide Corporation 401(k) PlanBupa Worldwide Corporation 4…$22MThe Christ Hospital 401(a) Retirement Savings PlanThe Christ Hospital 401(a) R…$22MSan Francisco Ballet Association Retirement PlanSan Francisco Ballet Associa…$22MEapc 401(k) Profit Sharing PlanEapc 401(k) Profit Sharing P…$22MS. Martinelli & Company Retirement PlanS. Martinelli & Company Reti…$22M
End-of-year total assets ($M) among Bupa Worldwide Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$22M
Net Income-$565K
Employer EIN592729914
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bupa Worldwide Corporation)

Sponsor-wide plan assets over time

All Bupa Worldwide Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$22M 8.544515481838397% vs 2022
2024 filing year
$21M$22M$23M$24M 202220232024 $23.6M $21.6M ▼ -8.5%
Year Plans Participants Total Assets
2022 1 149 $24M
2023 1 120 $22M
2024 1 93 $22M

Nearby 401(k) Plans in Florida

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

Bupa Worldwide Corporation 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Bupa Worldwide Corporation 401(k) Plan, Total assets ($B): 0.02154853 · Participants: 93Bupa Worldwide Corporation 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Bupa Worldwide Corporation 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Bupa Worldwide Corporation 401(k) Plan side-by-side with 3 peers →

Bupa Worldwide Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is The Christ Hospital 401(a) Retirement Savings Plan in OH ($22M); by covered participants it is Burns Pest Elimination, Inc. 401(k) Plan in AZ (93 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (93 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 Bupa Worldwide Corporation 401(k) Plan assets move in 2024? ▼
Bupa Worldwide Corporation 401(k) Plan edged down modestly - down 2.6% during 2024, from $22M to $22M. Reported net income was -$565K.
How have Bupa Worldwide Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bupa Worldwide Corporation's sponsor-wide assets declined 8.5%, from $24M to $22M.
Which 401(k) plans are similar in size to Bupa Worldwide Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Christ Hospital 401(a) Retirement Savings Plan in OH ($22M, 704 participants).
Which 401(k) plans cover a similar participant headcount to Bupa Worldwide Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burns Pest Elimination, Inc. 401(k) Plan in AZ (93 participants, $2M 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 592729914.

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.