401(k) · DOL Form 5500 · 2022

Uma Education, Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
1,676
Participants Near avg headcount
83rd
Percentile by assets National rank
$18,198
Avg per participant Low balance/head
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Official DOL plan name: Uma Education, Inc. 401(k) Retirement Plan · Sponsored by Uma Education, Inc. · Florida · Educational Services

$30M in assets, 1,676 participants

Uma Education, Inc.'s Uma Education, Inc. 401(k) Retirement Plan reported $30M in total assets and 1,676 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #2,776 in Educational Services (4,024 peers)

Coverage in Florida

Uma Education, Inc. 401(k) Retirement Plan covers 1,676 participants in Florida, 2.7x the typical Florida plan (state average ~628 per filing). Assets: $30M.

#2,776
in Educational Services (4,024 peers)
-6.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Uma Education, Inc. 401(k) Retirement Plan's outsized position by total assets

Uma Education, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$30,499,382 Top 17% higher than 83% 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

Uma Education, Inc. 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Uma Education, Inc. 401(k) Retirement Plan lands in the large band (1,676 participants).

Published 5500 schedule card

Filing strip 472578950 · Uma Education, Inc. PY 2022 · 401(k)

Uma Education, Inc. 401(k) Retirement Plan · $30M · 1,676 · 83rd

  • EIN $30M
  • RANK 1,676
  • PHOTO 83rd
  • IND 401(k)
  • EOY near The Philadelphia Hand Center, P. C. 401(k) Profit Sharing Plan
  • 5500 ind #2776

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 Educational Services retirement plans → · Plans in Florida →

Uma Education, Inc. 401(k) Retirement Plan in the asset neighbourhood

Uma Education, Inc. 401(k) Retirement PlanUma Education, Inc. 401(k) R…$30MThe Philadelphia Hand Center, P. C. 401(k) Profit Sharing PlanThe Philadelphia Hand Center…$30MChesapeake Financial Shares, Inc. 401(k) Profit Sharing PlanChesapeake Financial Shares,…$30MUbeo LLC 401(k) Retirement PlanUbeo LLC 401(k) Retirement P…$31MManley Deas & Kochalski LLC 401(k) Profit Sharing PlanManley Deas & Kochalski LLC …$30M
End-of-year total assets ($M) among Uma Education, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$30M
Net Income-$2M
Employer EIN472578950
Plan Effective Date2009-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Uma Education, Inc.)

Sponsor-wide plan assets over time

All Uma Education, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$56M 83.32385554566318% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $30.5M $55.9M ▲ +83.3%
Year Plans Participants Total Assets
2022 1 1,676 $30M
2023 1 1,613 $44M
2024 1 1,958 $56M

Nearby 401(k) Plans in Florida

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

Uma Education, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Uma Education, Inc. 401(k) Retirement Plan, Total assets ($B): 0.030499382 · Participants: 1676Uma Education, Inc. 401(k) Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Uma Education, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Uma Education, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Uma Education, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is The Philadelphia Hand Center, P. C. 401(k) Profit Sharing Plan in PA ($30M); by covered participants it is Montrose Environmental Group 401(k) Plan in CA (1,676 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,676 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 Uma Education, Inc. 401(k) Retirement Plan assets move in 2022? ▼
Uma Education, Inc. 401(k) Retirement Plan pulled back noticeably - down 6.8% during 2022, from $33M to $30M. Reported net income was -$2M.
How have Uma Education, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Uma Education, Inc.'s sponsor-wide assets grew 83.3%, from $30M to $56M.
Where does Uma Education, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Uma Education, Inc. 401(k) Retirement Plan ranks in the 83rd 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 Uma Education, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Philadelphia Hand Center, P. C. 401(k) Profit Sharing Plan in PA ($30M, 111 participants).
Which 401(k) plans cover a similar participant headcount to Uma Education, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Montrose Environmental Group 401(k) Plan in CA (1,676 participants, $129M 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 472578950.

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.