401(k) · DOL Form 5500 · 2022

University Management, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
682
Participants Below avg headcount
46th
Percentile by assets National rank
$5,907
Avg per participant Low balance/head
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Official DOL plan name: University Management, Inc. Employees Profit Sharing Plan and Trust · Sponsored by University Management, Inc. · Mississippi · Food Services & Accommodation

$4M in assets, 682 participants

University Management, Inc.'s University Management, Inc. Employees Profit Sharing Plan and Trust reported $4M in total assets and 682 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #3,646 in Food Services & Accommodation (4,592 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, University Management, Inc. Employees Profit Sharing Plan and Trust ranks #3,646 of 4,592 2022 filers by assets (486% of the sector average)-$4M for 682 participants.

#3,646
in Food Services & Accommodation (4,592 peers)
-18.1%
assets change YoY

The plan reported a net loss of $886K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

University Management, Inc. Employees Profit Sharing Plan and Trust's mid-pack asset rank among Food Services & Accommodation and all filers

University Management, Inc. Employees Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,028,377 46th percentile higher than 46% of 139,123 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 2022

University Management, Inc. Employees Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University Management, Inc. Employees Profit Sharing Plan and Trust sits mid-pack in the medium band (682 participants).

Form 5500 schedule snapshot

Filing strip 640657688 · University Management, Inc. PY 2022 · 401(k)

University Management, Inc. Employees Profit Sharing Plan and Trust · $4M · 682 · 46th

  • ASSETS $4M
  • ASSETS 682
  • ASSETS 46th
  • ASSETS 401(k)
  • ASSETS near G. J. Oliver, Inc. 401(k)
  • ASSETS ind #3646

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 Food Services & Accommodation retirement plans → · Plans in Mississippi →

University Management, Inc. Employees Profit Sharing Plan and Trust in the asset neighbourhood

University Management, Inc. Employees Profit Sharing Plan and TrustUniversity Management, Inc. …$4MG. J. Oliver, Inc. 401(k)$4MWalter L. Stewart, Dds, PC Profit Sharing PlanWalter L. Stewart, Dds, PC P…$4MKuhl Retirement Plan$4MReflections Enterprises 401(k) Savings Plan & TrustReflections Enterprises 401(…$4M
End-of-year total assets ($M) among University Management, Inc. Employees Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$886K
Employer EIN640657688
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University Management, Inc.)

Sponsor-wide plan assets over time

All University Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 27.518477044228977% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $4.03M $5.14M ▲ +27.5%
Year Plans Participants Total Assets
2022 1 682 $4M
2023 1 791 $4M
2024 1 719 $5M

Nearby 401(k) Plans in Mississippi

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

University Management, Inc. Employees Profit Sharing Plan and Trust vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. 02000400060008000 -2000200400600800 Total assets ($M) Participants University Management, Inc. Employees Profit Sharing Plan and Trust, Total assets ($M): 4.028377 · Participants: 682University Management, Inc. Employees Profit Sharing Plan and TrustCadence 401(k) Profit-Sharing Plan, Total assets ($M): 717.418669 · Participants: 6553Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 560.12104 · Participants: 3038Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 467.614065 · Participants: 3323Hancock Whitney Corporation 401(k) Savings PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 432.693601 · Participants: 2626Southern Farm Bureau and Adopting Companies 401(k) PlanTrustmark 401(k) Plan, Total assets ($M): 344.903275 · Participants: 2730Trustmark 401(k) Plan
University Management, Inc. Employees Profit Sharing Plan and Trust vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare University Management, Inc. Employees Profit Sharing Plan and Trust side-by-side with 3 peers →

University Management, Inc. Employees Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is G. J. Oliver, Inc. 401(k) in NJ ($4M); by covered participants it is Polaris Pharmacy Services of Ft. Lauderdale LLC 401(k) Profit Sharing Plan & Trust in FL (682 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did University Management, Inc. Employees Profit Sharing Plan and Trust assets move in 2022? ▼
University Management, Inc. Employees Profit Sharing Plan and Trust declined sharply - down 18.1% during 2022, from $5M to $4M. Reported net income was -$886K.
How have University Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University Management, Inc.'s sponsor-wide assets grew 27.5%, from $4M to $5M.
Which 401(k) plans are similar in size to University Management, Inc. Employees Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is G. J. Oliver, Inc. 401(k) in NJ ($4M, 62 participants).
Which 401(k) plans cover a similar participant headcount to University Management, Inc. Employees Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Polaris Pharmacy Services of Ft. Lauderdale LLC 401(k) Profit Sharing Plan & Trust in FL (682 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 640657688.

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.