401(k) · DOL Form 5500 · 2024

Union Avenue Healthcare, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
473
Participants Below avg headcount
70th
Percentile by assets National rank
$41,606
Avg per participant Low balance/head
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Official DOL plan name: Union Avenue Healthcare Inc. 401(k) Plan · Sponsored by Union Avenue Healthcare, Inc. · New Jersey · Retail Trade

$20M in assets, 473 participants

Union Avenue Healthcare, Inc.'s Union Avenue Healthcare Inc. 401(k) Plan reported $20M in total assets and 473 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #6,490 in Retail Trade (8,048 peers)

Union Avenue Healthcare, Inc. multi-year trail

Union Avenue Healthcare, Inc.'s plans moved +38.4% in assets from 2022 to 2024; this filing shows Union Avenue Healthcare Inc. 401(k) Plan at $20M / 473 participants.

#6,490
in Retail Trade (8,048 peers)
+11.9%
assets growth YoY

Union Avenue Healthcare Inc. 401(k) Plan's outsized position by total assets

Union Avenue Healthcare Inc. 401(k) Plan vs every filed plan by assets

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

$19,679,793 Top 30% higher than 70% 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

Union Avenue Healthcare Inc. 401(k) Plan 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. Union Avenue Healthcare Inc. 401(k) Plan sits mid-pack in the medium band (473 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Union Avenue Healthcare Inc. 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Union Avenue Healthcare Inc. 401(k) Plan reported participants rose from 369 in the plan year 2023 filing to 473 in the plan year 2024 filing.
  • Union Avenue Healthcare Inc. 401(k) Plan end-of-year assets rose from $18M in the plan year 2023 filing to $20M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 223691170 · Union Avenue Healthcare, Inc. PY 2024 · 401(k)

Union Avenue Healthcare Inc. 401(k) Plan · $20M · 473 · 70th

  • PCT $20M
  • PCT 473
  • PCT 70th
  • PCT 401(k)
  • PCT near Meyer Group 401(k) Plan and Trust
  • PCT ind #6490

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 Retail Trade retirement plans → · Plans in New Jersey →

Union Avenue Healthcare Inc. 401(k) Plan in the asset neighbourhood

Union Avenue Healthcare Inc. 401(k) PlanUnion Avenue Healthcare Inc.…$20MMeyer Group 401(k) Plan and TrustMeyer Group 401(k) Plan and …$20MProgressive Converting Inc 401(k) PlanProgressive Converting Inc 4…$20MCelink 401(k) Plan$20MZiegler Cooper, Inc. 401(k) Profit Sharing and Employee Stock Ownership Plan and TrustZiegler Cooper, Inc. 401(k) …$20M
End-of-year total assets ($M) among Union Avenue Healthcare Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Union Avenue Healthcare, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Union Avenue Healthcare, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 38.40324716562218% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.2M $19.7M ▲ +38.4%
Year Plans Participants Total Assets
2022 1 374 $14M
2023 1 369 $18M
2024 1 473 $20M

Union Avenue Healthcare, Inc. filing trail (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN223691170
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Union Avenue Healthcare Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Union Avenue Healthcare Inc. 401(k) Plan, Total assets ($B): 0.019679793 · Participants: 473Union Avenue Healthcare Inc. 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Union Avenue Healthcare Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Union Avenue Healthcare Inc. 401(k) Plan side-by-side with 3 peers →

Union Avenue Healthcare Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Meyer Group 401(k) Plan and Trust in CA ($20M); by covered participants it is Levi Ray & Shoup 401(k) Matching Contribution Plan in IL (473 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (473 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 Union Avenue Healthcare Inc. 401(k) Plan assets move in 2024? ▼
Union Avenue Healthcare Inc. 401(k) Plan grew at a solid clip - up 11.9% during 2024, from $18M to $20M. Reported net income was $2M.
How have Union Avenue Healthcare, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union Avenue Healthcare, Inc.'s sponsor-wide assets grew 38.4%, from $14M to $20M.
Which 401(k) plans are similar in size to Union Avenue Healthcare Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Meyer Group 401(k) Plan and Trust in CA ($20M, 85 participants).
Which 401(k) plans cover a similar participant headcount to Union Avenue Healthcare Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Levi Ray & Shoup 401(k) Matching Contribution Plan in IL (473 participants, $165M 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 223691170.

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.