Other · DOL Form 5500 · 2023

U.K.S.M.-W. Medical Practice Association Retirement Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
214
Participants Below avg headcount
73rd
Percentile by assets National rank
$94,759
Avg per participant Below avg balance/head
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Official DOL plan name: U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan · Sponsored by U.K.S.M.-W. Medical Practice Association · Kansas · Healthcare & Social Assistance

$20M in assets, 214 participants

U.K.S.M.-W. Medical Practice Association's U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan reported $20M in total assets and 214 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #13,654 in Healthcare & Social Assistance (17,684 peers)

U.K.S.M.-W. Medical Practice Association multi-year trail

U.K.S.M.-W. Medical Practice Association's plans moved +36.4% in assets from 2022 to 2024; this filing shows U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan at $20M / 214 participants.

#13,654
in Healthcare & Social Assistance (17,684 peers)
+17.1%
assets growth YoY

U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan's outsized position by total assets

U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan vs every filed plan by assets

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

$20,278,458 Top 27% higher than 73% 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

U.K.S.M.-W., M.P.a. Tax Deferred Annuity 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. U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan sits mid-pack in the medium band (214 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan reported participants rose from 208 in the plan year 2022 filing to 214 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 480805658 · U.K.S.M.-W. Medical Practice Association PY 2023 · Other

U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan · $20M · 214 · 73rd

  • EIN $20M
  • EIN 214
  • EIN 73rd
  • EIN Other
  • EIN near Imagine! 403(b) Plan
  • EIN ind #13654

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 Kansas →

U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan in the asset neighbourhood

Imagine! 403(b) Plan$20MEmployee Benefit Plan of Koenig Equipment, IncEmployee Benefit Plan of Koe…$20MU.K.S.M.-W., M.P.a. Tax Deferred Annuity PlanU.K.S.M.-W., M.P.a. Tax Defe…$20MMbku 403(b) Voluntary Retirement PlanMbku 403(b) Voluntary Retire…$20MDC Preparatory Academy 403(b) Retirement PlanDC Preparatory Academy 403(b…$20M
End-of-year total assets ($M) among U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

U.K.S.M.-W. Medical Practice Association multi-year asset trail

Sponsor-wide plan assets over time

All U.K.S.M.-W. Medical Practice Association plans reported in each filing year

Latest sponsor-wide plan assets
$24M 36.44548691928758% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $17.3M $23.6M ▲ +36.5%
Year Plans Participants Total Assets
2022 1 208 $17M
2023 1 214 $20M
2024 1 227 $24M

U.K.S.M.-W. Medical Practice Association filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN480805658
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Kansas

Peer Other plans, same state, same plan type, ranked by total assets.

U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan vs. nearby Other plans in Kansas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -2000200400600 Total assets ($M) Participants U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan, Total assets ($M): 20.278458 · Participants: 214U.K.S.M.-W., M.P.a. Tax Deferred Annuity PlanStormont-Vail Healthcare Employee 403(b) Plan, Total assets ($M): 553.48037 · Participants: 5717Stormont-Vail Healthcare Employee 403(b) PlanOlathe Health System, Inc. Tsa Retirement Plan, Total assets ($M): 194.589342 · Participants: 2326Olathe Health System, Inc. Tsa Retirement PlanHays Medical Center Employee's Tax Deferred Annuity Plan, Total assets ($M): 103.791856 · Participants: 1503Hays Medical Center Employee's Tax Deferred Annuity PlanMidwest Transplant Network, Inc. 403(b) Retirement Plan, Total assets ($M): 41.715049 · Participants: 225Midwest Transplant Network, Inc. 403(b) Retirement PlanOttawa University DC Plan, Total assets ($M): 38.535436 · Participants: 496Ottawa University DC Plan
U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan vs. nearby Other plans in Kansas, assets vs. participants
Compare U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan side-by-side with 3 peers →

U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Kansas, the nearest Other by assets is Imagine! 403(b) Plan in CO ($20M); by covered participants it is Paideia School Retirement Plan in GA (214 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (214 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 U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan assets move in 2023? ▼
U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan grew sharply - up 17.1% during 2023, from $17M to $20M. Reported net income was $3M.
How have U.K.S.M.-W. Medical Practice Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), U.K.S.M.-W. Medical Practice Association's sponsor-wide assets grew 36.4%, from $17M to $24M.
Which Other plans are similar in size to U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Imagine! 403(b) Plan in CO ($20M, 330 participants).
Which Other plans cover a similar participant headcount to U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Paideia School Retirement Plan in GA (214 participants, $74M 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 480805658.

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.