401(k) · DOL Form 5500 · 2024

Medcare South, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets: 294
Participants Below avg headcount: 65th
Percentile by assets National rank: $52,271
Avg per participant Low balance/head

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Official DOL plan name: Medcare South 401(k) Plan · Sponsored by Medcare South, LLC · Georgia · Healthcare & Social Assistance

$15M in assets, 294 participants

Medcare South, LLC's Medcare South 401(k) Plan reported $15M in total assets and 294 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

#11,831 in Healthcare & Social Assistance (16,916 peers)

Coverage in Georgia

Medcare South 401(k) Plan covers 294 participants in Georgia, about 27% of the average Georgia filer (state average ~1,096 per filing). Assets: $15M.

#11,831
in Healthcare & Social Assistance (16,916 peers): +0.4%
assets growth YoY

Medcare South 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Medcare South 401(k) Plan vs every filed plan by assets

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

$15,367,746 Top 35% higher than 65% 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

Medcare South 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. Medcare South 401(k) Plan sits mid-pack in the medium band (294 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Medcare South 401(k) Plan reported net income fell from $879K in the plan year 2023 filing to $81K in the plan year 2024 filing.
Medcare South 401(k) Plan reported participants fell from 331 in the plan year 2023 filing to 294 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 201353960 · Medcare South, LLC PY 2024 · 401(k)

Medcare South 401(k) Plan · $15M · 294 · 65th

EOY $15M
EOY 294
EOY 65th
EOY 401(k)
EOY near Cosmos Club 401(k) Retirement Plan
EOY ind #11831

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 Georgia →

End-of-year total assets ($M) among Medcare South 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)	$15M
Net Assets (End of Year)	$15M
Net Income	$81K
Employer EIN	201353960
Plan Effective Date	2001-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Medcare South, LLC)

Latest sponsor-wide plan assets: $15M 6.427044883203944% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	339	$14M
2023	1	331	$15M
2024	1	294	$15M

Nearby 401(k) Plans in Georgia

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

Medcare South 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
Delta 401(k) Retirement Plan $19.0B · 89,836
Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
UPS 401(k) Savings Plan $14.2B · 95,250
The Home Depot Futurebuilder $14.1B · 398,464

Compare Medcare South 401(k) Plan side-by-side with 3 peers →

Medcare South 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Cosmos Club 401(k) Retirement Plan in DC ($15M); by covered participants it is Topographic Om, Inc. Retirement Plan in TX (294 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Cosmos Club 401(k) Retirement Plan (DC) $15M · 130
Bleigh Construction Company, Inc. Retirement Savings Plan (MO) $15M · 144
Kodiak Sciences 401(k) Plan (CA) $15M · 98
Dickman Supply Company 401(k) Savings Plan (OH) $15M · 173

Similar participant headcount

Nearest other-state filings by covered participants (294 participants); asset peers above are excluded.

Topographic Om, Inc. Retirement Plan (TX) 294 · 0 off
Calbag Metals Company Profit Sharing Plan (OR) 294 · 0 off
Wood Rodgers 401(k) Plan (CA) 294 · 0 off
Simonson Properties Company 401(k) Savings Plan (MN) 294 · 0 off

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 Medcare South 401(k) Plan assets move in 2024? ▼

Medcare South 401(k) Plan held essentially flat - up 0.4% during 2024, from $15M to $15M. Reported net income was $81K.

How have Medcare South, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Medcare South, LLC's sponsor-wide assets grew 6.4%, from $14M to $15M.

Which 401(k) plans are similar in size to Medcare South 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Cosmos Club 401(k) Retirement Plan in DC ($15M, 130 participants).

Which 401(k) plans cover a similar participant headcount to Medcare South 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Topographic Om, Inc. Retirement Plan in TX (294 participants, $21M 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 201353960.