401(k) · DOL Form 5500 · 2023

Uma Education, Inc. 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
1,613
Participants Near avg headcount
84th
Percentile by assets National rank
$27,545
Avg per participant Low balance/head
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Official DOL plan name: Uma Education, Inc. 401(k) Retirement Plan · Sponsored by Uma Education, Inc. · Florida · Educational Services

$44M in assets, 1,613 participants

Uma Education, Inc.'s Uma Education, Inc. 401(k) Retirement Plan reported $44M in total assets and 1,613 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,693 in Educational Services (3,735 peers)

Coverage in Florida

Uma Education, Inc. 401(k) Retirement Plan covers 1,613 participants in Florida, 2.6x the typical Florida plan (state average ~628 per filing). Assets: $44M.

#2,693
in Educational Services (3,735 peers)
+45.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Uma Education, Inc. 401(k) Retirement Plan's outsized position by total assets

Uma Education, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$44,429,407 Top 16% higher than 84% 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

Uma Education, Inc. 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Uma Education, Inc. 401(k) Retirement Plan lands in the large band (1,613 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Uma Education, Inc. 401(k) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Uma Education, Inc. 401(k) Retirement Plan end-of-year assets rose from $30M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • Uma Education, Inc. 401(k) Retirement Plan reported participants fell from 1,676 in the plan year 2022 filing to 1,613 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 472578950 · Uma Education, Inc. PY 2023 · 401(k)

Uma Education, Inc. 401(k) Retirement Plan · $44M · 1,613 · 84th

  • EIN $44M
  • EIN 1,613
  • EIN 84th
  • EIN 401(k)
  • EIN near Teksynap Corporation 401(k) Plan
  • EIN ind #2693

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 Florida →

Uma Education, Inc. 401(k) Retirement Plan in the asset neighbourhood

Uma Education, Inc. 401(k) Retirement PlanUma Education, Inc. 401(k) R…$44MTeksynap Corporation 401(k) PlanTeksynap Corporation 401(k) …$44MFortis Construction, Inc. Employees Savings TrustFortis Construction, Inc. Em…$44MGeneral Credit Forms, Inc. 401(k) Profit Sharing PlanGeneral Credit Forms, Inc. 4…$44MCrown Battery Manufacturing Company 401(k) Profit Sharing PlanCrown Battery Manufacturing …$44M
End-of-year total assets ($M) among Uma Education, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$44M
Net Income$14M
Employer EIN472578950
Plan Effective Date2009-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Uma Education, Inc.)

Sponsor-wide plan assets over time

All Uma Education, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$56M 83.32385554566318% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $30.5M $55.9M ▲ +83.3%
Year Plans Participants Total Assets
2022 1 1,676 $30M
2023 1 1,613 $44M
2024 1 1,958 $56M

Nearby 401(k) Plans in Florida

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

Uma Education, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Uma Education, Inc. 401(k) Retirement Plan, Total assets ($B): 0.044429407 · Participants: 1613Uma Education, Inc. 401(k) Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Uma Education, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Uma Education, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Uma Education, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Teksynap Corporation 401(k) Plan in VA ($44M); by covered participants it is Deluxe 401(k) Plan in CA (1,613 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,613 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 Uma Education, Inc. 401(k) Retirement Plan assets move in 2023? ▼
Uma Education, Inc. 401(k) Retirement Plan surged - up 45.7% during 2023, from $30M to $44M. Reported net income was $14M.
How have Uma Education, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Uma Education, Inc.'s sponsor-wide assets grew 83.3%, from $30M to $56M.
Where does Uma Education, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Uma Education, Inc. 401(k) Retirement Plan ranks in the 84th 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 Uma Education, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Teksynap Corporation 401(k) Plan in VA ($44M, 964 participants).
Which 401(k) plans cover a similar participant headcount to Uma Education, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Deluxe 401(k) Plan in CA (1,613 participants, $97M 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 472578950.

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.