Profit Sharing · DOL Form 5500 · 2023
Usc School of Medicine Educational Trust Profit Sharing Plan
Data updated 2026-08-11
- $45M
- Total assets
- 197
- Participants
- 84th
- Percentile by assets
- $227,312
- Avg per participant
Official DOL plan name: Usc School of Medicine Educational Trust Retirement Plan · Sponsored by Usc School of Medicine Educational Trust · South Carolina · Educational Services
$45M in assets, 197 participants
Usc School of Medicine Educational Trust's Usc School of Medicine Educational Trust Retirement Plan reported $45M in total assets and 197 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.
- 84th percentile by assets (of 127,072 plans)
- #2,697 in Educational Services (3,735 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, $45M for 197 participants (~$227,312/participant), up 17.1% in 2023.
- $45M
- total plan assets (2023 EOY)
- 197
- covered participants
- 84th
- percentile by assets (of 127,072 plans)
- $227,312
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Usc School of Medicine Educational Trust Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Usc School of Medicine Educational Trust Retirement Plan end-of-year assets rose from $38M in the plan year 2022 filing to $45M in the plan year 2023 filing.
- Usc School of Medicine Educational Trust Retirement Plan reported participants fell from 200 in the plan year 2022 filing to 197 in the plan year 2023 filing.
Usc School of Medicine Educational Trust Retirement Plan vs the 2023 asset distribution
By assets, Usc School of Medicine Educational Trust Retirement Plan outranks 84% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $45M |
| Net Income | $7M |
| Employer EIN | 570705675 |
| Plan Effective Date | 1992-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Usc School of Medicine Educational Trust)
| 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
- Prisma Health Retirement Savings Plan $1.9B · 28,745
- Uma Retirement Plan $756M · 2,510
- Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart $222M · 2,301
- Scansource, Inc. 401(k) Plan $216M · 1,515
- Uricchio, Howe & Krell, P. a. Profit Sharing Plan $20M · 17
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Usc School of Medicine Educational Trust Retirement Plan by total assets, not by location.
- Ledgewood Properties, Inc. Profit Sharing Plan (NJ) $45M · 4
- Empire State Highway Contractors Association, Inc. Retirement Plan for the Employees of Lancaster Development, Inc. (NY) $45M · 108
- Richmond University Medical Center Retirement Plan for Non-Union Employees (NY) $45M · 614
- Pma Retirement Savings Plan (PR) $45M · 88
Frequently Asked Questions
How did Usc School of Medicine Educational Trust Retirement Plan assets move in 2023? ▼
How have Usc School of Medicine Educational Trust plan assets changed over time? ▼
Where does Usc School of Medicine Educational Trust Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Usc School of Medicine Educational Trust Retirement Plan? ▼
Next read for Usc School of Medicine Educational Trust…
Scale reading
Ways to act on Usc School of Medicine Educational Trust Retirement Plan's numbers.
- By total assets, Usc School of Medicine Educational Trust Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in South Carolina. Compare plans
- Usc School of Medicine Educational Trust's sponsor-wide assets have grown 34.9% since 2022 across 3 plan years on file. More Educational Services plans