401(k) · DOL Form 5500 · 2024

Unc Physicians Group Practices II, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
199
Participants Below avg headcount
61st
Percentile by assets National rank
$62,827
Avg per participant Low balance/head
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Official DOL plan name: Unc Physicians Group Practices II, LLC 401(k) Plan · Sponsored by Unc Physicians Group Practices II, LLC · North Carolina · Healthcare & Social Assistance

$13M in assets, 199 participants

Unc Physicians Group Practices II, LLC's Unc Physicians Group Practices II, LLC 401(k) Plan reported $13M in total assets and 199 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.

  • #11,142 in Healthcare & Social Assistance (16,916 peers)

Coverage in North Carolina

Unc Physicians Group Practices II, LLC 401(k) Plan covers 199 participants in North Carolina, about 24% of the average North Carolina filer (state average ~819 per filing). Assets: $13M.

#11,142
in Healthcare & Social Assistance (16,916 peers)
+14.7%
assets growth YoY

Unc Physicians Group Practices II, LLC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Unc Physicians Group Practices II, LLC 401(k) Plan vs every filed plan by assets

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

$12,502,607 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

Unc Physicians Group Practices II, LLC 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. Unc Physicians Group Practices II, LLC 401(k) Plan sits mid-pack in the medium band (199 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Unc Physicians Group Practices II, LLC 401(k) Plan reported participants rose from 163 in the plan year 2023 filing to 199 in the plan year 2024 filing.
  • Unc Physicians Group Practices II, LLC 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Unc Physicians Group Practices II, LLC 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 852823886 · Unc Physicians Group Practices II, LLC PY 2024 · 401(k)

Unc Physicians Group Practices II, LLC 401(k) Plan · $13M · 199 · 61st

  • IND $13M
  • EOY 199
  • 5500 61st
  • ASSETS 401(k)
  • PCT near Monoflo International, Inc. 401(k) Profit Sharing Plan
  • EIN ind #11142

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 North Carolina →

Unc Physicians Group Practices II, LLC 401(k) Plan in the asset neighbourhood

Unc Physicians Group Practices II, LLC 401(k) PlanUnc Physicians Group Practic…$13MMonoflo International, Inc. 401(k) Profit Sharing PlanMonoflo International, Inc. …$13MHughes Circuits 401(k) Plan$13MThe Collateral Family of Companies 401(k) PlanThe Collateral Family of Com…$13MWaste Control Specialists, LLC 401(k) PlanWaste Control Specialists, L…$13M
End-of-year total assets ($M) among Unc Physicians Group Practices II, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN852823886
Plan Effective Date2021-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unc Physicians Group Practices II, LLC)

Sponsor-wide plan assets over time

All Unc Physicians Group Practices II, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 38.76467477290347% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.01M $12.5M ▲ +38.7%
Year Plans Participants Total Assets
2022 1 107 $9M
2023 1 163 $11M
2024 1 199 $13M

Nearby 401(k) Plans in North Carolina

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

Unc Physicians Group Practices II, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Unc Physicians Group Practices II, LLC 401(k) Plan, Total assets ($B): 0.012502607 · Participants: 199Unc Physicians Group Practices II, LLC 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Unc Physicians Group Practices II, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Unc Physicians Group Practices II, LLC 401(k) Plan side-by-side with 3 peers →

Unc Physicians Group Practices II, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Monoflo International, Inc. 401(k) Profit Sharing Plan in VA ($13M); by covered participants it is Cascade Services, Inc. 401(k) Plan in UT (199 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (199 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 Unc Physicians Group Practices II, LLC 401(k) Plan assets move in 2024? ▼
Unc Physicians Group Practices II, LLC 401(k) Plan grew at a solid clip - up 14.7% during 2024, from $11M to $13M. Reported net income was $2M.
How have Unc Physicians Group Practices II, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unc Physicians Group Practices II, LLC's sponsor-wide assets grew 38.8%, from $9M to $13M.
Which 401(k) plans are similar in size to Unc Physicians Group Practices II, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Monoflo International, Inc. 401(k) Profit Sharing Plan in VA ($13M, 332 participants).
Which 401(k) plans cover a similar participant headcount to Unc Physicians Group Practices II, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cascade Services, Inc. 401(k) Plan in UT (199 participants, N/A 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 852823886.

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.