Profit Sharing · DOL Form 5500 · 2023
University Medical Associates of the Medical University of S.C. Profit Sharing Plan
Data updated 2026-08-25
- $756M
- Total assets Above avg plan size
- 2,510
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $301,331
- Avg per participant High balance/head
Official DOL plan name: Uma Retirement Plan · Sponsored by University Medical Associates of the Medical University of S.C. · South Carolina · Healthcare & Social Assistance
$756M in assets, 2,510 participants
University Medical Associates of the Medical University of S.C.'s Uma Retirement Plan reported $756M in total assets and 2,510 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #17,404 in Healthcare & Social Assistance (17,684 peers)
Coverage in South Carolina
Uma Retirement Plan covers 2,510 participants in South Carolina, 6.8x the typical South Carolina plan (state average ~369 per filing). Assets: $756M.
- #17,404
- in Healthcare & Social Assistance (17,684 peers)
- +17.1%
- assets growth YoY
- 7.6×
- vs typical plan assets (national mean)
Uma Retirement Plan's outsized position by total assets
Uma Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$756,341,776 Top 2% higher than 98% 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 Retirement 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 Retirement Plan lands in the large band (2,510 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Uma Retirement Plan reported net income rose from $82M in the plan year 2022 filing to $110M in the plan year 2023 filing.
- Uma Retirement Plan end-of-year assets rose from $646M in the plan year 2022 filing to $756M in the plan year 2023 filing.
- Uma Retirement Plan reported participants rose from 2,372 in the plan year 2022 filing to 2,510 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 570935917 · University Medical Associates of the Medical University of S.C. PY 2023 · Profit Sharing
Uma Retirement Plan · $756M · 2,510 · 98th
- EIN $756M
- RANK 2,510
- PHOTO 98th
- IND Profit Sharing
- EOY near Sutter Health Retirement Income Plan
- 5500 ind #17404
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 Retirement Plan in the asset neighbourhood
South Carolina filing particulars
| Total Assets (Beginning of Year) | $646M |
|---|---|
| Net Assets (End of Year) | $756M |
| Net Income | $110M |
| Employer EIN | 570935917 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University Medical Associates of the Medical University of S.C.)
Sponsor-wide plan assets over time
All University Medical Associates of the Medical University of S.C. 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 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
- Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart $222M · 2,301
- Scansource, Inc. 401(k) Plan $216M · 1,515
- Usc School of Medicine Educational Trust Retirement Plan $45M · 197
- Uricchio, Howe & Krell, P. a. Profit Sharing Plan $20M · 17
Uma Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside South Carolina, the nearest Profit Sharing by assets is Sutter Health Retirement Income Plan in CA ($752M); by covered participants it is Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan in GA (2,508 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($756M here).
- Sutter Health Retirement Income Plan (CA) $752M · 11,232
- Temple University Health System, Inc. Defined Contribution Retirement Plan (PA) $763M · 10,204
- The Hospital for Special Surgery 403(b) Plan (NY) $748M · 4,807
- Les Schwab Profit Sharing Retirement Plan (OR) $770M · 5,474
Similar participant headcount
Nearest other-state filings by covered participants (2,510 participants); asset peers above are excluded.
- Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan (GA) 2,508 · 2 off
- Au Health Systems, Inc. 401(a) Retirement Savings Plan (GA) 2,493 · 17 off
- Kpc Healthcare, Inc. Profit Sharing Plan (CA) 2,490 · 20 off
- Worthington Steel, Inc. 401(k) Retirement Savings Plan (OH) 2,488 · 22 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.