401(k) · DOL Form 5500 · 2023

Umc Physicians 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
451
Participants Below avg headcount
79th
Percentile by assets National rank
$64,223
Avg per participant Low balance/head
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Official DOL plan name: Umc Physicians 401(k) Plan · Sponsored by Umc Physicians · Texas · Healthcare & Social Assistance

$29M in assets, 451 participants

Umc Physicians's Umc Physicians 401(k) Plan reported $29M in total assets and 451 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #14,493 in Healthcare & Social Assistance (17,684 peers)

Where Umc Physicians 401(k) Plan sits by assets

Umc Physicians 401(k) Plan sits in the top quartile of all filed plans by assets, $29M for 451 participants (~$64,223/participant), up 24.9% in 2023.

#14,493
in Healthcare & Social Assistance (17,684 peers)
+24.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Umc Physicians 401(k) Plan's outsized position by total assets

Umc Physicians 401(k) Plan vs every filed plan by assets

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

$28,964,719 Top 21% higher than 79% 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

Umc Physicians 401(k) Plan 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. Umc Physicians 401(k) Plan sits mid-pack in the medium band (451 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Umc Physicians 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Umc Physicians 401(k) Plan end-of-year assets rose from $23M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Umc Physicians 401(k) Plan reported participants rose from 422 in the plan year 2022 filing to 451 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 752646477 · Umc Physicians PY 2023 · 401(k)

Umc Physicians 401(k) Plan · $29M · 451 · 79th

  • VS-ST $29M
  • BOY 451
  • SCH 79th
  • EBSA 401(k)
  • PART near Defined Contribution and 401(k) Plan for the Employees of J.F. Kiely Construction Co.
  • TYPE ind #14493

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 Texas →

Umc Physicians 401(k) Plan in the asset neighbourhood

Vevo 401(k) Plan$29MUmc Physicians 401(k) Plan$29MDefined Contribution and 401(k) Plan for the Employees of J.F. Kiely Construction Co.Defined Contribution and 401…$29MMorris Bank 401(k) and Employee Stock Ownership PlanMorris Bank 401(k) and Emplo…$29MHr, Inc. Dba Simple Hr 401(k) PlanHr, Inc. Dba Simple Hr 401(k…$29M
End-of-year total assets ($M) among Umc Physicians 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$29M
Net Income$6M
Employer EIN752646477
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Umc Physicians)

Sponsor-wide plan assets over time

All Umc Physicians plans reported in each filing year

Latest sponsor-wide plan assets
$36M 54.92819925504205% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $23.2M $35.9M ▲ +54.9%
Year Plans Participants Total Assets
2022 1 422 $23M
2023 1 451 $29M
2024 1 474 $36M

Nearby 401(k) Plans in Texas

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

Umc Physicians 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Umc Physicians 401(k) Plan, Total assets ($B): 0.028964719 · Participants: 451Umc Physicians 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Umc Physicians 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Umc Physicians 401(k) Plan side-by-side with 3 peers →

Umc Physicians 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Defined Contribution and 401(k) Plan for the Employees of J.F. Kiely Construction Co. in NJ ($29M); by covered participants it is Core Services Group, Inc. 401(k) Profit Sharing Plan in NY (451 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (451 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 Umc Physicians 401(k) Plan assets move in 2023? ▼
Umc Physicians 401(k) Plan grew sharply - up 24.9% during 2023, from $23M to $29M. Reported net income was $6M.
How have Umc Physicians plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Umc Physicians's sponsor-wide assets grew 54.9%, from $23M to $36M.
Where does Umc Physicians 401(k) Plan rank by assets among Form 5500 filers? ▼
Umc Physicians 401(k) Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Umc Physicians 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Defined Contribution and 401(k) Plan for the Employees of J.F. Kiely Construction Co. in NJ ($29M, 148 participants).
Which 401(k) plans cover a similar participant headcount to Umc Physicians 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Core Services Group, Inc. 401(k) Profit Sharing Plan in NY (451 participants, $1M 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 752646477.

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.