401(k) · DOL Form 5500 · 2024

University Management, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
719
Participants Below avg headcount
42nd
Percentile by assets National rank
$7,145
Avg per participant Low balance/head
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Official DOL plan name: University Management, Inc. Employees Profit Sharing Plan and Trust · Sponsored by University Management, Inc. · Mississippi · Food Services & Accommodation

$5M in assets, 719 participants

University Management, Inc.'s University Management, Inc. Employees Profit Sharing Plan and Trust reported $5M in total assets and 719 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,818 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, University Management, Inc. Employees Profit Sharing Plan and Trust ranks #2,818 of 3,672 2024 filers by assets (381% of the sector average)-$5M for 719 participants.

#2,818
in Food Services & Accommodation (3,672 peers)
+17.8%
assets growth YoY

University Management, Inc. Employees Profit Sharing Plan and Trust's mid-pack asset rank among Food Services & Accommodation and all filers

University Management, Inc. Employees Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,136,925 42nd percentile higher than 42% of 123,620 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 2024

University Management, Inc. Employees Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University Management, Inc. Employees Profit Sharing Plan and Trust sits mid-pack in the medium band (719 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • University Management, Inc. Employees Profit Sharing Plan and Trust reported net income rose from $334K in the plan year 2023 filing to $778K in the plan year 2024 filing.
  • University Management, Inc. Employees Profit Sharing Plan and Trust end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • University Management, Inc. Employees Profit Sharing Plan and Trust reported participants fell from 791 in the plan year 2023 filing to 719 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 640657688 · University Management, Inc. PY 2024 · 401(k)

University Management, Inc. Employees Profit Sharing Plan and Trust · $5M · 719 · 42nd

  • EOY $5M
  • EOY 719
  • EOY 42nd
  • EOY 401(k)
  • EOY near Harold Jones Landscape, Inc. 401(k) P/S Plan Trust
  • EOY ind #2818

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 Food Services & Accommodation retirement plans → · Plans in Mississippi →

University Management, Inc. Employees Profit Sharing Plan and Trust in the asset neighbourhood

University Management, Inc. Employees Profit Sharing Plan and TrustUniversity Management, Inc. …$5MHarold Jones Landscape, Inc. 401(k) P/S Plan TrustHarold Jones Landscape, Inc.…$5MInland Companies, Inc. 401(k) PlanInland Companies, Inc. 401(k…$5MSalesrabbit 401(k) Plan$5MKoehler's, Inc. 401(k) and Profit Sharing PlanKoehler's, Inc. 401(k) and P…$5M
End-of-year total assets ($M) among University Management, Inc. Employees Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$778K
Employer EIN640657688
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University Management, Inc.)

Sponsor-wide plan assets over time

All University Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 27.518477044228977% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $4.03M $5.14M ▲ +27.5%
Year Plans Participants Total Assets
2022 1 682 $4M
2023 1 791 $4M
2024 1 719 $5M

Nearby 401(k) Plans in Mississippi

Peer 401(k) plans, same state, same plan type, ranked by total assets.

University Management, Inc. Employees Profit Sharing Plan and Trust vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. 02000400060008000 -20002004006008001000 Total assets ($M) Participants University Management, Inc. Employees Profit Sharing Plan and Trust, Total assets ($M): 5.136925 · Participants: 719University Management, Inc. Employees Profit Sharing Plan and TrustCadence 401(k) Profit-Sharing Plan, Total assets ($M): 817.14825 · Participants: 6117Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 770.769507 · Participants: 3508Ergon 401(k) PlanV2x 401(k) Retirement Plan, Total assets ($M): 644.420569 · Participants: 6644V2x 401(k) Retirement PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 607.648166 · Participants: 3561Hancock Whitney Corporation 401(k) Savings PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 528.338892 · Participants: 2689Southern Farm Bureau and Adopting Companies 401(k) Plan
University Management, Inc. Employees Profit Sharing Plan and Trust vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare University Management, Inc. Employees Profit Sharing Plan and Trust side-by-side with 3 peers →

University Management, Inc. Employees Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Harold Jones Landscape, Inc. 401(k) P/S Plan Trust in CA ($5M); by covered participants it is Disa Global Solutions 401(k) Plan in TX (719 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (719 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did University Management, Inc. Employees Profit Sharing Plan and Trust assets move in 2024? ▼
University Management, Inc. Employees Profit Sharing Plan and Trust grew sharply - up 17.8% during 2024, from $4M to $5M. Reported net income was $778K.
How have University Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University Management, Inc.'s sponsor-wide assets grew 27.5%, from $4M to $5M.
Which 401(k) plans are similar in size to University Management, Inc. Employees Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Harold Jones Landscape, Inc. 401(k) P/S Plan Trust in CA ($5M, 157 participants).
Which 401(k) plans cover a similar participant headcount to University Management, Inc. Employees Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Disa Global Solutions 401(k) Plan in TX (719 participants, $51M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 640657688.

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.