401(k) · DOL Form 5500 · 2023
United Educators Management Company 401(k) Plan
Data updated 2026-08-25
- $70M
- Total assets Below avg plan size
- 194
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $359,078
- Avg per participant High balance/head
Official DOL plan name: United Educators Management Company 401(k) Profit Sharing Plan · Sponsored by United Educators Management Company · Maryland · Finance & Insurance
$70M in assets, 194 participants
United Educators Management Company's United Educators Management Company 401(k) Profit Sharing Plan reported $70M in total assets and 194 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #7,303 in Finance & Insurance (8,869 peers)
Coverage in Maryland
United Educators Management Company 401(k) Profit Sharing Plan covers 194 participants in Maryland, about 21% of the average Maryland filer (state average ~929 per filing). Assets: $70M.
- #7,303
- in Finance & Insurance (8,869 peers)
- +20.9%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
United Educators Management Company 401(k) Profit Sharing Plan's outsized position by total assets
United Educators Management Company 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$69,661,083 Top 11% higher than 89% 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
United Educators Management Company 401(k) Profit Sharing 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. United Educators Management Company 401(k) Profit Sharing Plan sits mid-pack in the medium band (194 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United Educators Management Company 401(k) Profit Sharing Plan reported net income rose from -$9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- United Educators Management Company 401(k) Profit Sharing Plan end-of-year assets rose from $58M in the plan year 2022 filing to $70M in the plan year 2023 filing.
- United Educators Management Company 401(k) Profit Sharing Plan reported participants rose from 186 in the plan year 2022 filing to 194 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 521751521 · United Educators Management Company PY 2023 · 401(k)
United Educators Management Company 401(k) Profit Sharing Plan · $70M · 194 · 89th
- TYPE $70M
- NET 194
- BOOK 89th
- VS-ST 401(k)
- BOY near Clifford Chance US LLP Tax-Deferred Savings and Profit-Sharing Plan II
- SCH ind #7303
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 Finance & Insurance retirement plans → · Plans in Maryland →
United Educators Management Company 401(k) Profit Sharing Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $58M |
|---|---|
| Net Assets (End of Year) | $70M |
| Net Income | $12M |
| Employer EIN | 521751521 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Educators Management Company)
Sponsor-wide plan assets over time
All United Educators Management Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $83M 44.61467086338494% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 186 | $58M |
| 2023 | 1 | 194 | $70M |
| 2024 | 1 | 208 | $83M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $47.3B · 91,511
- Marriott Retirement Savings Plan $10.2B · 96,415
- T. Rowe Price U.S. Retirement Program $4.4B · 6,292
- Nfl Player Second Career Savings Plan $4.0B · 2,767
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $2.2B · 80,121
United Educators Management Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Clifford Chance US LLP Tax-Deferred Savings and Profit-Sharing Plan II in NY ($70M); by covered participants it is Chapter 4 Corp 401(k) Profit Sharing Plan and Trust in NY (194 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($70M here).
- Clifford Chance US LLP Tax-Deferred Savings and Profit-Sharing Plan II (NY) $70M · 201
- Menzies Aviation (USA), Inc. 401(k) Plan (TX) $70M · 5,610
- Minneapolis Radiation Oncology Physicians, P.a. 401(k) Plan & Trust (MN) $70M · 176
- Sypris Solutions 401(k) Merged Retirement Savings Plan (KY) $70M · 231
Similar participant headcount
Nearest other-state filings by covered participants (194 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.