401(k) · DOL Form 5500 · 2022

Umc Physicians 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
422
Participants Below avg headcount
79th
Percentile by assets National rank
$54,972
Avg per participant Low balance/head
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Official DOL plan name: Umc Physicians 401(k) Plan · Sponsored by Umc Physicians · Texas · Healthcare & Social Assistance

$23M in assets, 422 participants

Umc Physicians's Umc Physicians 401(k) Plan reported $23M in total assets and 422 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,552 in Healthcare & Social Assistance (20,060 peers)

Where Umc Physicians 401(k) Plan sits by assets

Umc Physicians 401(k) Plan sits in the top quartile of all filed plans by assets, $23M for 422 participants (~$54,972/participant), down 22.1% in 2022.

#16,552
in Healthcare & Social Assistance (20,060 peers)
-22.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Umc Physicians 401(k) Plan's outsized position by total assets

Umc Physicians 401(k) Plan vs every filed plan by assets

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

$23,198,088 Top 21% higher than 79% 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

Umc Physicians 401(k) Plan 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. Umc Physicians 401(k) Plan sits mid-pack in the medium band (422 participants).

Form 5500 schedule snapshot

Filing strip 752646477 · Umc Physicians PY 2022 · 401(k)

Umc Physicians 401(k) Plan · $23M · 422 · 79th

  • VS-ST $23M
  • VS-ST 422
  • VS-ST 79th
  • VS-ST 401(k)
  • VS-ST near Axim Geospatial Retirement Plan
  • VS-ST ind #16552

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 Texas →

Umc Physicians 401(k) Plan in the asset neighbourhood

Umc Physicians 401(k) Plan$23MAxim Geospatial Retirement PlanAxim Geospatial Retirement P…$23MCaltrol, Inc. 401(k) Savings PlanCaltrol, Inc. 401(k) Savings…$23MCarolina Asthma & Allergy Center, PA 401(k) PlanCarolina Asthma & Allergy Ce…$23MArchitects Hawaii, Ltd. 401(k) Profit Sharing PlanArchitects Hawaii, Ltd. 401(…$23M
End-of-year total assets ($M) among Umc Physicians 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$23M
Net Income-$7M
Employer EIN752646477
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Umc Physicians)

Sponsor-wide plan assets over time

All Umc Physicians plans reported in each filing year

Latest sponsor-wide plan assets
$36M 54.92819925504205% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $23.2M $35.9M ▲ +54.9%
Year Plans Participants Total Assets
2022 1 422 $23M
2023 1 451 $29M
2024 1 474 $36M

Nearby 401(k) Plans in Texas

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

Umc Physicians 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Umc Physicians 401(k) Plan, Total assets ($B): 0.023198088 · Participants: 422Umc Physicians 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Umc Physicians 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Umc Physicians 401(k) Plan side-by-side with 3 peers →

Umc Physicians 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Axim Geospatial Retirement Plan in WI ($23M); by covered participants it is Nautilus, Inc. 401(k) Savings Plan in WA (422 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (422 participants); asset peers above are excluded.

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 Umc Physicians 401(k) Plan assets move in 2022? ▼
Umc Physicians 401(k) Plan declined sharply - down 22.1% during 2022, from $30M to $23M. Reported net income was -$7M.
How have Umc Physicians plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Umc Physicians's sponsor-wide assets grew 54.9%, from $23M to $36M.
Where does Umc Physicians 401(k) Plan rank by assets among Form 5500 filers? ▼
Umc Physicians 401(k) Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Umc Physicians 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Axim Geospatial Retirement Plan in WI ($23M, 276 participants).
Which 401(k) plans cover a similar participant headcount to Umc Physicians 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nautilus, Inc. 401(k) Savings Plan in WA (422 participants, $54M 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 752646477.

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.