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Employers › California

Employer · plans filed under one EIN

Universal Healthcare Services, Inc.

Bakersfield, CA · Health care and social assistance

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$6.6Mnet assets across plans
420participant records338 active
$800Kemployer contributions, latest plan years$2,367 per active record
$27KSchedule C compensation to organisations$64.08 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Universal Healthcare Services, Inc.'s employer identification number (Bakersfield, California). Their latest filings total 420 participant records and $6.6M in net assets.

The largest is Universal Healthcare Services, Inc. 401(k) Plan, a 401(k) plan with 246 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $800K and participant contributions $80K in the latest plan years; benefits paid were $227K. Schedule C compensation reported to service provider organisations totalled $27K.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Universal Healthcare Services, Inc. 401(k) Plan401(k) plan2024246$3.3M$13,344$0$27K
Universal Healthcare Services, Inc. Cash Balance Pension Plancash balance pension plan2024174$3.3M$18,939$6,202$0
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2023: $3.2M2024: $6.6M$3.2M$6.6M20232024
Combined net assets
2023: 2062024: 42020642020232024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242420$6.6M$800K$80K
20231206$3.2M$505K$99K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Principal Life Insurance CompanyContract Administrator; Participant loan processing1$17,968
Principal Securities Inc.Other services1$8,944
Wilshire Advisors LLCInvestment advisory (plan)1$0

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Principal Life Insurance Company$18K
Principal Securities Inc.$8,944
Wilshire Advisors LLC$0

Questions and answers

How many retirement plans does Universal Healthcare Services, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Universal Healthcare Services, Inc. 401(k) Plan and Universal Healthcare Services, Inc. Cash Balance Pension Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Universal Healthcare Services, Inc. contribute to its plans?

$800,000 in employer contributions across these plans in their latest plan years, about $2,367 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Principal Life Insurance Company, Principal Securities Inc. and Wilshire Advisors LLC. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.