401(k) · DOL Form 5500 · 2024

Unified Care Services LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
692
Participants Below avg headcount
61st
Percentile by assets National rank
$18,400
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Healthcare Employees Retirement Savings Plan · Sponsored by Unified Care Services LLC · California · Healthcare & Social Assistance

$13M in assets, 692 participants

Unified Care Services LLC's Healthcare Employees Retirement Savings Plan reported $13M in total assets and 692 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #11,196 in Healthcare & Social Assistance (16,916 peers)

Unified Care Services LLC multi-year trail

Unified Care Services LLC's plans moved +11.3% in assets from 2022 to 2024; this filing shows Healthcare Employees Retirement Savings Plan at $13M / 692 participants.

#11,196
in Healthcare & Social Assistance (16,916 peers)
+2.9%
assets growth YoY

Healthcare Employees Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Healthcare Employees Retirement Savings Plan vs every filed plan by assets

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

$12,732,617 Top 39% higher than 61% 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

Healthcare Employees Retirement Savings 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. Healthcare Employees Retirement Savings Plan sits mid-pack in the medium band (692 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Healthcare Employees Retirement Savings Plan reported net income fell from $933K in the plan year 2023 filing to $358K in the plan year 2024 filing.
  • Healthcare Employees Retirement Savings Plan reported participants fell from 1,579 in the plan year 2023 filing to 692 in the plan year 2024 filing.
  • Healthcare Employees Retirement Savings Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 954626030 · Unified Care Services LLC PY 2024 · 401(k)

Healthcare Employees Retirement Savings Plan · $13M · 692 · 61st

  • IND $13M
  • IND 692
  • IND 61st
  • IND 401(k)
  • IND near The Grieve Corporation Profit Sharing Plan
  • IND ind #11196

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 California →

Healthcare Employees Retirement Savings Plan in the asset neighbourhood

Healthcare Employees Retirement Savings PlanHealthcare Employees Retirem…$13MThe Grieve Corporation Profit Sharing PlanThe Grieve Corporation Profi…$13MTrg 401(k) Plan$13MIdaho Manufacturing Alliance 401(k) PlanIdaho Manufacturing Alliance…$13MKruger's 401(k) Plan$13M
End-of-year total assets ($M) among Healthcare Employees Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Unified Care Services LLC multi-year asset trail

Sponsor-wide plan assets over time

All Unified Care Services LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 11.284284443600734% vs 2022
2024 filing year
$11M$11.5M$12M$12.5M$13M 202220232024 $11.4M $12.7M ▲ +11.3%
Year Plans Participants Total Assets
2022 1 1,529 $11M
2023 1 1,579 $12M
2024 1 692 $13M

Unified Care Services LLC filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$358K
Employer EIN954626030
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Healthcare Employees Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Healthcare Employees Retirement Savings Plan, Total assets ($B): 0.012732617 · Participants: 692Healthcare Employees Retirement Savings PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Healthcare Employees Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Healthcare Employees Retirement Savings Plan side-by-side with 3 peers →

Healthcare Employees Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Grieve Corporation Profit Sharing Plan in IL ($13M); by covered participants it is Intermountain Farmers Association Salary Investment Plan and Trust in UT (692 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (692 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 Healthcare Employees Retirement Savings Plan assets move in 2024? ▼
Healthcare Employees Retirement Savings Plan edged up modestly - up 2.9% during 2024, from $12M to $13M. Reported net income was $358K.
How have Unified Care Services LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unified Care Services LLC's sponsor-wide assets grew 11.3%, from $11M to $13M.
Which 401(k) plans are similar in size to Healthcare Employees Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Grieve Corporation Profit Sharing Plan in IL ($13M, 27 participants).
Which 401(k) plans cover a similar participant headcount to Healthcare Employees Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Intermountain Farmers Association Salary Investment Plan and Trust in UT (692 participants, $40M 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 954626030.

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.