401(k) · DOL Form 5500 · 2024
Uwh of the Carolinas, PLLC 401(k) Plan
Data updated 2026-08-25
- $228M
- Total assets Near avg plan size
- 1,162
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $196,537
- Avg per participant Above avg balance/head
Official DOL plan name: Uwh of the Carolinas, PLLC 401(k) Retirement Plan · Sponsored by Uwh of the Carolinas, PLLC · Florida · Healthcare & Social Assistance
$228M in assets, 1,162 participants
Uwh of the Carolinas, PLLC's Uwh of the Carolinas, PLLC 401(k) Retirement Plan reported $228M in total assets and 1,162 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #16,111 in Healthcare & Social Assistance (16,916 peers)
Where Uwh of the Carolinas, PLLC 401(k) Retirement Plan sits by assets
Uwh of the Carolinas, PLLC 401(k) Retirement Plan sits in the top 5% of all filed plans by assets, $228M for 1,162 participants (~$196,537/participant), up 14.5% in 2024.
- #16,111
- in Healthcare & Social Assistance (16,916 peers)
- +14.5%
- assets growth YoY
- 2.3×
- vs typical plan assets (national mean)
Uwh of the Carolinas, PLLC 401(k) Retirement Plan's outsized position by total assets
Uwh of the Carolinas, PLLC 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$228,376,286 Top 5% higher than 95% 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
Uwh of the Carolinas, PLLC 401(k) Retirement 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. Uwh of the Carolinas, PLLC 401(k) Retirement Plan lands in the large band (1,162 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Uwh of the Carolinas, PLLC 401(k) Retirement Plan reported net income fell from $40M in the plan year 2023 filing to $29M in the plan year 2024 filing.
- Uwh of the Carolinas, PLLC 401(k) Retirement Plan end-of-year assets rose from $199M in the plan year 2023 filing to $228M in the plan year 2024 filing.
- Uwh of the Carolinas, PLLC 401(k) Retirement Plan reported participants rose from 1,124 in the plan year 2023 filing to 1,162 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 320418835 · Uwh of the Carolinas, PLLC PY 2024 · 401(k)
Uwh of the Carolinas, PLLC 401(k) Retirement Plan · $228M · 1,162 · 95th
- VS-ST $228M
- VS-ST 1,162
- VS-ST 95th
- VS-ST 401(k)
- VS-ST near Sick USA Retirement Savings Plan
- VS-ST ind #16111
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 Florida →
Uwh of the Carolinas, PLLC 401(k) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $199M |
|---|---|
| Net Assets (End of Year) | $228M |
| Net Income | $29M |
| Employer EIN | 320418835 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Uwh of the Carolinas, PLLC)
Sponsor-wide plan assets over time
All Uwh of the Carolinas, PLLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $228M 43.22364657724285% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 950 | $159M |
| 2023 | 1 | 1,124 | $199M |
| 2024 | 1 | 1,162 | $228M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Uwh of the Carolinas, PLLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Sick USA Retirement Savings Plan in MN ($228M); by covered participants it is United Therapeutics Corporation Employees' Retirement Plan in MD (1,162 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($228M here).
- Sick USA Retirement Savings Plan (MN) $228M · 885
- Coloplast Corp. 401(k) Plan (MN) $228M · 1,248
- Wallenius Wilhelmsen Group of Companies 401(k) Plan (NJ) $228M · 2,597
- Beone Medicines 401(k) Plan (CA) $228M · 1,543
Similar participant headcount
Nearest other-state filings by covered participants (1,162 participants); asset peers above are excluded.
- United Therapeutics Corporation Employees' Retirement Plan (MD) 1,162 · 0 off
- Ivc 401(k) Plan (CA) 1,162 · 0 off
- Payday Benefits Retirement Plan (UT) 1,162 · 0 off
- 401(k) Plan for Hourly Employees of Dole Food Company, Inc. and Participating Divisions and Subsidiaries (NC) 1,162 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.