Other · DOL Form 5500 · 2022
University Medical Service Association, Inc. Retirement Plan
Data updated 2026-08-25
- $44M
- Total assets Below avg plan size
- N/A
- Participants Small participant base
- 87th
- Percentile by assets National rank
Official DOL plan name: University Medical Service Association, Inc. Tax Deferred Annuity Plan · Sponsored by University Medical Service Association, Inc. · Florida · Healthcare & Social Assistance
$44M in assets, N/A participants
University Medical Service Association, Inc.'s University Medical Service Association, Inc. Tax Deferred Annuity Plan reported $44M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.
- #17,838 in Healthcare & Social Assistance (20,060 peers)
Where University Medical Service Association, Inc. Tax Deferred Annuity Plan sits by assets
University Medical Service Association, Inc. Tax Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $44M for N/A participants, down 36.2% in 2022.
- #17,838
- in Healthcare & Social Assistance (20,060 peers)
- -36.2%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
University Medical Service Association, Inc. Tax Deferred Annuity Plan's outsized position by total assets
University Medical Service Association, Inc. Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$43,806,484 Top 13% higher than 87% 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
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
EBSA filing schedule strip
Filing strip 237313346 · University Medical Service Association, Inc. PY 2022 · Other
University Medical Service Association, Inc. Tax Deferred Annuity Plan · $44M · N/A · 87th
- BOOK $44M
- VS-ST N/A
- BOY 87th
- SCH Other
- EBSA near Notre Dame De Namur University DC Retirement Plan
- PART ind #17838
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 Florida →
University Medical Service Association, Inc. Tax Deferred Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $69M |
|---|---|
| Net Assets (End of Year) | $44M |
| Net Income | -$25M |
| Employer EIN | 237313346 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University Medical Service Association, Inc.)
Sponsor-wide plan assets over time
All University Medical Service Association, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 6.678872013558541% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $44M |
| 2023 | 1 | N/A | $45M |
| 2024 | 1 | N/A | $41M |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $1.9B · 22,860
- University of Miami Retirement Savings Plan $1.4B · 12,294
- Orlando Health Retirement Savings Plan 403b $1.2B · 23,753
- Defined Contribution Retirement Plan for Faculty of the University of Miami $1.0B · 1,019
- The Nemours Foundation Section 403(b) Plan $924M · 7,882
University Medical Service Association, Inc. Tax Deferred Annuity Plan's closest out-of-state Other peers by assets
Outside Florida, the nearest Other by end-of-year assets is Notre Dame De Namur University DC Retirement Plan in CA at $44M (this filing: $44M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($44M here).
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.