Other · DOL Form 5500 · 2023
University Medical Associates of the Medical Univ. of South Carolina Retirement Plan
Data updated 2026-08-25
- $130M
- Total assets Near avg plan size
- 2,514
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $51,567
- Avg per participant Low balance/head
Official DOL plan name: Uma Supplemental 403(b) Plan · Sponsored by University Medical Associates of the Medical Univ. of South Carolina · South Carolina · Healthcare & Social Assistance
$130M in assets, 2,514 participants
University Medical Associates of the Medical Univ. of South Carolina's Uma Supplemental 403(b) Plan reported $130M in total assets and 2,514 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #16,579 in Healthcare & Social Assistance (17,684 peers)
Coverage in South Carolina
Uma Supplemental 403(b) Plan covers 2,514 participants in South Carolina, 6.8x the typical South Carolina plan (state average ~369 per filing). Assets: $130M.
- #16,579
- in Healthcare & Social Assistance (17,684 peers)
- +28.6%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Uma Supplemental 403(b) Plan's outsized position by total assets
Uma Supplemental 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$129,638,774 Top 7% higher than 93% 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
Uma Supplemental 403(b) 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 Supplemental 403(b) Plan lands in the large band (2,514 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Uma Supplemental 403(b) Plan reported net income rose from -$15M in the plan year 2022 filing to $29M in the plan year 2023 filing.
- Uma Supplemental 403(b) Plan end-of-year assets rose from $101M in the plan year 2022 filing to $130M in the plan year 2023 filing.
- Uma Supplemental 403(b) Plan reported participants rose from 2,343 in the plan year 2022 filing to 2,514 in the plan year 2023 filing.
DOL schedule card
Filing strip 570935917 · University Medical Associates of the Medical Univ. of South Carolina PY 2023 · Other
Uma Supplemental 403(b) Plan · $130M · 2,514 · 93rd
- 5500 $130M
- 5500 2,514
- 5500 93rd
- 5500 Other
- 5500 near National Louis University Retirement Plan
- 5500 ind #16579
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 South Carolina →
Uma Supplemental 403(b) Plan in the asset neighbourhood
South Carolina filing particulars
| Total Assets (Beginning of Year) | $101M |
|---|---|
| Net Assets (End of Year) | $130M |
| Net Income | $29M |
| Employer EIN | 570935917 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University Medical Associates of the Medical Univ. of South Carolina)
Sponsor-wide plan assets over time
All University Medical Associates of the Medical Univ. of South Carolina plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.0B 34.592817621189845% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,715 | $747M |
| 2023 | 2 | 5,024 | $886M |
| 2024 | 2 | 5,626 | $1.0B |
Nearby Other Plans in South Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- Prisma Health 401(a) Plan $838M · 21,235
- Roper St. Francis Healthcare 403(b) Plan $583M · 5,979
- Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan $325M · 1,710
- Anmed Health Retirement Savings Plan $219M · 3,474
- Tidelands Health 403(b) Retirement Savings Plan $176M · 2,141
Uma Supplemental 403(b) Plan's out-of-state Other peers by assets and headcount
Outside South Carolina, the nearest Other by assets is National Louis University Retirement Plan in IL ($130M); by covered participants it is Holzer Health System 403b Plan in OH (2,514 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($130M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,514 participants); asset peers above are excluded.
- Holzer Health System 403b Plan (OH) 2,514 · 0 off
- Oneblood 403(b) Retirement Plan (FL) 2,510 · 4 off
- Northbay Healthcare 403(b) Retirement Plan (CA) 2,508 · 6 off
- Ohio Living 403(b) Plan (OH) 2,523 · 9 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.