Profit Sharing · DOL Form 5500 · 2023
Usc School of Medicine Educational Trust Profit Sharing Plan
Data updated 2026-08-25
- $45M
- Total assets Below avg plan size
- 197
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $227,312
- Avg per participant Above avg balance/head
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.
- #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.
- #2,697
- in Educational Services (3,735 peers)
- +17.1%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Usc School of Medicine Educational Trust Retirement Plan's outsized position by total assets
Usc School of Medicine Educational Trust Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$44,780,532 Top 16% higher than 84% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Usc School of Medicine Educational Trust Retirement 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. Usc School of Medicine Educational Trust Retirement Plan sits mid-pack in the medium band (197 participants).
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.
EBSA filing schedule strip
Filing strip 570705675 · Usc School of Medicine Educational Trust PY 2023 · Profit Sharing
Usc School of Medicine Educational Trust Retirement Plan · $45M · 197 · 84th
- ASSETS $45M
- ASSETS 197
- ASSETS 84th
- ASSETS Profit Sharing
- ASSETS near Ledgewood Properties, Inc. Profit Sharing Plan
- ASSETS ind #2697
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 South Carolina →
Usc School of Medicine Educational Trust Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Usc School of Medicine Educational Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $52M 34.86453348871011% vs 2022
- 2024 filing year
| 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.
- 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
Usc School of Medicine Educational Trust Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside South Carolina, the nearest Profit Sharing by assets is Ledgewood Properties, Inc. Profit Sharing Plan in NJ ($45M); by covered participants it is Noble Research Institute, LLC Defined Contribution Plan in OK (197 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($45M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (197 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.