401(k) · DOL Form 5500 · 2023

University Management, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
791
Participants Near avg headcount
42nd
Percentile by assets National rank
$5,513
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: University Management, Inc. Employees Profit Sharing Plan and Trust · Sponsored by University Management, Inc. · Mississippi · Food Services & Accommodation

$4M in assets, 791 participants

University Management, Inc.'s University Management, Inc. Employees Profit Sharing Plan and Trust reported $4M in total assets and 791 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,933 in Food Services & Accommodation (3,828 peers)

Coverage in Mississippi

University Management, Inc. Employees Profit Sharing Plan and Trust covers 791 participants in Mississippi, 2.2x the typical Mississippi plan (state average ~366 per filing). Assets: $4M.

#2,933
in Food Services & Accommodation (3,828 peers)
+8.3%
assets growth YoY

University Management, Inc. Employees Profit Sharing Plan and Trust's mid-pack asset rank among Food Services & Accommodation and all filers

University Management, Inc. Employees Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,360,759 42nd percentile higher than 42% of 127,068 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 2023

University Management, Inc. Employees Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University Management, Inc. Employees Profit Sharing Plan and Trust sits mid-pack in the medium band (791 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • University Management, Inc. Employees Profit Sharing Plan and Trust reported net income rose from -$886K in the plan year 2022 filing to $334K in the plan year 2023 filing.
  • University Management, Inc. Employees Profit Sharing Plan and Trust reported participants rose from 682 in the plan year 2022 filing to 791 in the plan year 2023 filing.
  • University Management, Inc. Employees Profit Sharing Plan and Trust end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 640657688 · University Management, Inc. PY 2023 · 401(k)

University Management, Inc. Employees Profit Sharing Plan and Trust · $4M · 791 · 42nd

  • TYPE $4M
  • NET 791
  • BOOK 42nd
  • VS-ST 401(k)
  • BOY near Shared Hospital Services 401(k) Retirement Plan
  • SCH ind #2933

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 Food Services & Accommodation retirement plans → · Plans in Mississippi →

University Management, Inc. Employees Profit Sharing Plan and Trust in the asset neighbourhood

University Management, Inc. Employees Profit Sharing Plan and TrustUniversity Management, Inc. …$4MShared Hospital Services 401(k) Retirement PlanShared Hospital Services 401…$4MMy Wireless 401(k) Plan$4MPine Brook Country Club 401(k) PlanPine Brook Country Club 401(…$4MCity Hill Company, (Guam) Ltd 401(k) Profit Sharing PlanCity Hill Company, (Guam) Lt…$4M
End-of-year total assets ($M) among University Management, Inc. Employees Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mississippi filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$334K
Employer EIN640657688
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University Management, Inc.)

Sponsor-wide plan assets over time

All University Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 27.518477044228977% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $4.03M $5.14M ▲ +27.5%
Year Plans Participants Total Assets
2022 1 682 $4M
2023 1 791 $4M
2024 1 719 $5M

Nearby 401(k) Plans in Mississippi

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

University Management, Inc. Employees Profit Sharing Plan and Trust vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. 02000400060008000 -20002004006008001000 Total assets ($M) Participants University Management, Inc. Employees Profit Sharing Plan and Trust, Total assets ($M): 4.360759 · Participants: 791University Management, Inc. Employees Profit Sharing Plan and TrustCadence 401(k) Profit-Sharing Plan, Total assets ($M): 797.339076 · Participants: 6578Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 651.370894 · Participants: 3214Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 542.54732 · Participants: 3545Hancock Whitney Corporation 401(k) Savings PlanV2x 401(k) Retirement Plan, Total assets ($M): 538.489023 · Participants: 6807V2x 401(k) Retirement PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 476.889063 · Participants: 2657Southern Farm Bureau and Adopting Companies 401(k) Plan
University Management, Inc. Employees Profit Sharing Plan and Trust vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare University Management, Inc. Employees Profit Sharing Plan and Trust side-by-side with 3 peers →

University Management, Inc. Employees Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Shared Hospital Services 401(k) Retirement Plan in VA ($4M); by covered participants it is Buyers Edge Platform 401(k) Plan in MA (791 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (791 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did University Management, Inc. Employees Profit Sharing Plan and Trust assets move in 2023? ▼
University Management, Inc. Employees Profit Sharing Plan and Trust grew at a solid clip - up 8.3% during 2023, from $4M to $4M. Reported net income was $334K.
How have University Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University Management, Inc.'s sponsor-wide assets grew 27.5%, from $4M to $5M.
Which 401(k) plans are similar in size to University Management, Inc. Employees Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Shared Hospital Services 401(k) Retirement Plan in VA ($4M, 194 participants).
Which 401(k) plans cover a similar participant headcount to University Management, Inc. Employees Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Buyers Edge Platform 401(k) Plan in MA (791 participants, $52M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 640657688.

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.