401(k) · DOL Form 5500 · 2024
Unio Health Partners, LLC 401(k) Plan
Data updated 2026-08-25
- $59M
- Total assets Below avg plan size
- 699
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $84,365
- Avg per participant Below avg balance/head
Official DOL plan name: Unio Health Partners, LLC Employees' 401(k) Profit Sharing Plan · Sponsored by Unio Health Partners, LLC · California · Healthcare & Social Assistance
$59M in assets, 699 participants
Unio Health Partners, LLC's Unio Health Partners, LLC Employees' 401(k) Profit Sharing Plan reported $59M in total assets and 699 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #14,880 in Healthcare & Social Assistance (16,916 peers)
Where Unio Health Partners, LLC Employees' 401(k) Profit Sharing Plan sits by assets
Unio Health Partners, LLC Employees' 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $59M for 699 participants (~$84,365/participant), up 18.8% in 2024.
- #14,880
- in Healthcare & Social Assistance (16,916 peers)
- +18.8%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Unio Health Partners, LLC Employees' 401(k) Profit Sharing Plan's outsized position by total assets
Unio Health Partners, LLC Employees' 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$58,971,407 Top 14% higher than 86% 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
Unio Health Partners, LLC Employees' 401(k) Profit Sharing 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. Unio Health Partners, LLC Employees' 401(k) Profit Sharing Plan sits mid-pack in the medium band (699 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Unio Health Partners, LLC Employees' 401(k) Profit Sharing Plan reported participants rose from 385 in the plan year 2023 filing to 699 in the plan year 2024 filing.
- Unio Health Partners, LLC Employees' 401(k) Profit Sharing Plan reported net income fell from $19M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Unio Health Partners, LLC Employees' 401(k) Profit Sharing Plan end-of-year assets rose from $50M in the plan year 2023 filing to $59M in the plan year 2024 filing.
DOL schedule card
Filing strip 274201304 · Unio Health Partners, LLC PY 2024 · 401(k)
Unio Health Partners, LLC Employees' 401(k) Profit Sharing Plan · $59M · 699 · 86th
- PART $59M
- PART 699
- PART 86th
- PART 401(k)
- PART near 401(k) Profit Sharing Plan of Vna Care Network, Inc.
- PART ind #14880
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 →
Unio Health Partners, LLC Employees' 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $50M |
|---|---|
| Net Assets (End of Year) | $59M |
| Net Income | $9M |
| Employer EIN | 274201304 |
| Plan Effective Date | 2011-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Unio Health Partners, LLC)
Sponsor-wide plan assets over time
All Unio Health Partners, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $59M 89.48946580026494% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 388 | $31M |
| 2023 | 1 | 385 | $50M |
| 2024 | 1 | 699 | $59M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Unio Health Partners, LLC Employees' 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is 401(k) Profit Sharing Plan of Vna Care Network, Inc. in MA ($59M); by covered participants it is J.F. Ahern Co. Profit Sharing and 401(k) Plan in WI (699 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($59M here).
- 401(k) Profit Sharing Plan of Vna Care Network, Inc. (MA) $59M · 741
- S&k Technologies, Inc. 401(k) Profit Sharing Plan and Trust (MT) $59M · 637
- Btg Pactual 401(k) Plan (NY) $59M · 426
- 24 Seven, LLC 401(k) Plan (NY) $59M · 4,458
Similar participant headcount
Nearest other-state filings by covered participants (699 participants); asset peers above are excluded.
- J.F. Ahern Co. Profit Sharing and 401(k) Plan (WI) 699 · 0 off
- IBEW Local Union 271 NECA 401(k) Retirement Plan (KS) 699 · 0 off
- Cti 401(k) Plan (IN) 699 · 0 off
- Herbruck Poultry Ranch, Inc. 401(k) Plan (MI) 699 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.