Profit Sharing · DOL Form 5500 · 2022
Usc School of Medicine Educational Trust Profit Sharing Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 200
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $191,225
- Avg per participant Above avg balance/head
Official DOL plan name: Usc School of Medicine Educational Trust Retirement Plan · Sponsored by Usc School of Medicine Educational Trust · South Carolina · Educational Services
$38M in assets, 200 participants
Usc School of Medicine Educational Trust's Usc School of Medicine Educational Trust Retirement Plan reported $38M in total assets and 200 participants in its 2022 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.
- #2,952 in Educational Services (4,024 peers)
Where Usc School of Medicine Educational Trust Retirement Plan sits by assets
Usc School of Medicine Educational Trust Retirement Plan sits in the top quartile of all filed plans by assets, $38M for 200 participants (~$191,225/participant), down 18.1% in 2022.
- #2,952
- in Educational Services (4,024 peers)
- -18.1%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Usc School of Medicine Educational Trust Retirement Plan's outsized position by total assets
Usc School of Medicine Educational Trust Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$38,245,098 Top 14% higher than 86% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Usc School of Medicine Educational Trust Retirement 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. Usc School of Medicine Educational Trust Retirement Plan sits mid-pack in the medium band (200 participants).
EBSA filing schedule strip
Filing strip 570705675 · Usc School of Medicine Educational Trust PY 2022 · Profit Sharing
Usc School of Medicine Educational Trust Retirement Plan · $38M · 200 · 86th
- BOY $38M
- BOY 200
- BOY 86th
- BOY Profit Sharing
- BOY near Minnesota Ceramic Tile and Allied Trades Retirement Fund
- BOY ind #2952
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 South Carolina →
Usc School of Medicine Educational Trust Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | -$8M |
| Employer EIN | 570705675 |
| Plan Effective Date | 1992-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Usc School of Medicine Educational Trust)
Sponsor-wide plan assets over time
All Usc School of Medicine Educational Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $52M 34.86453348871011% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 200 | $38M |
| 2023 | 1 | 197 | $45M |
| 2024 | 1 | 191 | $52M |
Nearby Profit Sharing Plans in South Carolina
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Prisma Health Retirement Savings Plan $1.6B · 27,548
- Uma Retirement Plan $646M · 2,372
- Scansource, Inc. 401(k) Plan $193M · 1,547
- Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart $191M · 2,107
- Uricchio, Howe & Krell, P. a. Profit Sharing Plan $17M · 16
Usc School of Medicine Educational Trust Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside South Carolina, the nearest Profit Sharing by assets is Minnesota Ceramic Tile and Allied Trades Retirement Fund in MN ($38M); by covered participants it is Gpac, LLC 401(k) Plan in SD (200 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
- Minnesota Ceramic Tile and Allied Trades Retirement Fund (MN) $38M · 702
- Hensel Phelps Hourly Retirement Plan (CO) $38M · 642
- Ncqa Retirement Plan (DC) $38M · 370
- Annual Reviews 403(b) DC Plan (CA) $38M · 93
Similar participant headcount
Nearest other-state filings by covered participants (200 participants); asset peers above are excluded.
- Gpac, LLC 401(k) Plan (SD) 200 · 0 off
- Hato Rey Pathology Assoc. Inc.1165(e) Savings Plan (PR) 200 · 0 off
- Phillips Precision, Inc. Pension Plan (NJ) 199 · 1 off
- Metro Employees Retirement Plan (FL) 201 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.