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
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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

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

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

Ncqa Retirement Plan$38MHensel Phelps Hourly Retirement PlanHensel Phelps Hourly Retirem…$38MUsc School of Medicine Educational Trust Retirement PlanUsc School of Medicine Educa…$38MMinnesota Ceramic Tile and Allied Trades Retirement FundMinnesota Ceramic Tile and A…$38MAnnual Reviews 403(b) DC Plan$38M
End-of-year total assets ($M) among Usc School of Medicine Educational Trust Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$38M
Net Income-$8M
Employer EIN570705675
Plan Effective Date1992-10-01
Filing StatusFILING 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
$35M$40M$45M$50M$55M 202220232024 $38.3M $51.6M ▲ +34.8%
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.

Usc School of Medicine Educational Trust Retirement Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Usc School of Medicine Educational Trust Retirement Plan, Total assets ($B): 0.038245098 · Participants: 200Usc School of Medicine Educational Trust Retirement PlanPrisma Health Retirement Savings Plan, Total assets ($B): 1.580787343 · Participants: 27548Prisma Health Retirement Savings PlanUma Retirement Plan, Total assets ($B): 0.646014747 · Participants: 2372Uma Retirement PlanScansource, Inc. 401(k) Plan, Total assets ($B): 0.193116292 · Participants: 1547Scansource, Inc. 401(k) PlanProfit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart, Total assets ($B): 0.190880155 · Participants: 2107Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & StewartUricchio, Howe & Krell, P. a. Profit Sharing Plan, Total assets ($B): 0.016539873 · Participants: 16Uricchio, Howe & Krell, P. a. Profit Sharing Plan
Usc School of Medicine Educational Trust Retirement Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants

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).

Similar participant headcount

Nearest other-state filings by covered participants (200 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 Usc School of Medicine Educational Trust Retirement Plan assets move in 2022? ▼
Usc School of Medicine Educational Trust Retirement Plan declined sharply - down 18.1% during 2022, from $47M to $38M. Reported net income was -$8M.
How have Usc School of Medicine Educational Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Usc School of Medicine Educational Trust's sponsor-wide assets grew 34.9%, from $38M to $52M.
Where does Usc School of Medicine Educational Trust Retirement Plan rank by assets among Form 5500 filers? ▼
Usc School of Medicine Educational Trust Retirement Plan ranks in the 86th 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 Profit Sharing plans are similar in size to Usc School of Medicine Educational Trust Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Minnesota Ceramic Tile and Allied Trades Retirement Fund in MN ($38M, 702 participants).
Which Profit Sharing plans cover a similar participant headcount to Usc School of Medicine Educational Trust Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gpac, LLC 401(k) Plan in SD (200 participants, $13M in assets).