Other · DOL Form 5500 · 2023

University Medical Service Association, Inc. Retirement Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
N/A
Participants Small participant base
84th
Percentile by assets National rank
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Official DOL plan name: University Medical Service Association, Inc. Tax Deferred Annuity Plan · Sponsored by University Medical Service Association, Inc. · Florida · Healthcare & Social Assistance

$45M in assets, N/A participants

University Medical Service Association, Inc.'s University Medical Service Association, Inc. Tax Deferred Annuity Plan reported $45M in total assets and N/A 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.

  • #15,323 in Healthcare & Social Assistance (17,684 peers)

Where University Medical Service Association, Inc. Tax Deferred Annuity Plan sits by assets

University Medical Service Association, Inc. Tax Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $45M for N/A participants, up 1.7% in 2023.

#15,323
in Healthcare & Social Assistance (17,684 peers)
+1.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

University Medical Service Association, Inc. Tax Deferred Annuity Plan's outsized position by total assets

University Medical Service Association, Inc. Tax Deferred Annuity Plan vs every filed plan by assets

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

$44,571,436 Top 16% higher than 84% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • University Medical Service Association, Inc. Tax Deferred Annuity Plan reported net income rose from -$25M in the plan year 2022 filing to $765K in the plan year 2023 filing.
  • University Medical Service Association, Inc. Tax Deferred Annuity Plan end-of-year assets rose from $44M in the plan year 2022 filing to $45M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 237313346 · University Medical Service Association, Inc. PY 2023 · Other

University Medical Service Association, Inc. Tax Deferred Annuity Plan · $45M · N/A · 84th

  • EOY $45M
  • 5500 N/A
  • ASSETS 84th
  • PCT Other
  • EIN near New York Community Trust Group Tax Deferred Annuity
  • RANK ind #15323

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 Florida →

University Medical Service Association, Inc. Tax Deferred Annuity Plan in the asset neighbourhood

Columbia Memorial Hospital 403(b) Tax Deferred AnnuityColumbia Memorial Hospital 4…$45MThe College Preparatory School 403(b) Defined Contribution PlanThe College Preparatory Scho…$45MNew York Community Trust Group Tax Deferred AnnuityNew York Community Trust Gro…$45MUniversity Medical Service Association, Inc. Tax Deferred Annuity PlanUniversity Medical Service A…$45MCayuga Medical Associates 403(b) Savings PlanCayuga Medical Associates 40…$45M
End-of-year total assets ($M) among University Medical Service Association, Inc. Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$45M
Net Income$765K
Employer EIN237313346
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University Medical Service Association, Inc.)

Sponsor-wide plan assets over time

All University Medical Service Association, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$41M 6.678872013558541% vs 2022
2024 filing year
$40M$42M$44M$46M 202220232024 $43.8M $40.9M ▼ -6.7%
Year Plans Participants Total Assets
2022 1 N/A $44M
2023 1 N/A $45M
2024 1 N/A $41M

Nearby Other Plans in Florida

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

University Medical Service Association, Inc. Tax Deferred Annuity Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants University Medical Service Association, Inc. Tax Deferred Annuity Plan, Total assets ($B): 0.044571436 · Participants: 0University Medical Service Association, Inc. Tax Deferred Annuity PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.330892261 · Participants: 25214Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.720804746 · Participants: 12683University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.55865765 · Participants: 26087Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.145895297 · Participants: 972Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.13466821 · Participants: 8505The Nemours Foundation Section 403(b) Plan
University Medical Service Association, Inc. Tax Deferred Annuity Plan vs. nearby Other plans in Florida, assets vs. participants
Compare University Medical Service Association, Inc. Tax Deferred Annuity Plan side-by-side with 3 peers →

University Medical Service Association, Inc. Tax Deferred Annuity Plan's closest out-of-state Other peers by assets

Outside Florida, the nearest Other by end-of-year assets is New York Community Trust Group Tax Deferred Annuity in NY at $45M (this filing: $45M).

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 University Medical Service Association, Inc. Tax Deferred Annuity Plan assets move in 2023? ▼
University Medical Service Association, Inc. Tax Deferred Annuity Plan edged up modestly - up 1.7% during 2023, from $44M to $45M. Reported net income was $765K.
How have University Medical Service Association, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University Medical Service Association, Inc.'s sponsor-wide assets declined 6.7%, from $44M to $41M.
Where does University Medical Service Association, Inc. Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
University Medical Service Association, Inc. Tax Deferred Annuity Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to University Medical Service Association, Inc. Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is New York Community Trust Group Tax Deferred Annuity in NY ($45M, 76 participants).

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 237313346.

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.