401(k) · DOL Form 5500 · 2024

Uma Education, Inc. 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
1,958
Participants Near avg headcount
85th
Percentile by assets National rank
$28,556
Avg per participant Low balance/head
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Official DOL plan name: Uma Education, Inc. 401(k) Retirement Plan · Sponsored by Uma Education, Inc. · Florida · Educational Services

$56M in assets, 1,958 participants

Uma Education, Inc.'s Uma Education, Inc. 401(k) Retirement Plan reported $56M in total assets and 1,958 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #2,691 in Educational Services (3,638 peers)

Coverage in Florida

Uma Education, Inc. 401(k) Retirement Plan covers 1,958 participants in Florida, 3.1x the typical Florida plan (state average ~628 per filing). Assets: $56M.

#2,691
in Educational Services (3,638 peers)
+25.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Uma Education, Inc. 401(k) Retirement Plan's outsized position by total assets

Uma Education, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$55,912,643 Top 15% higher than 85% 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

Uma Education, Inc. 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Uma Education, Inc. 401(k) Retirement Plan lands in the large band (1,958 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Uma Education, Inc. 401(k) Retirement Plan end-of-year assets rose from $44M in the plan year 2023 filing to $56M in the plan year 2024 filing.
  • Uma Education, Inc. 401(k) Retirement Plan reported participants rose from 1,613 in the plan year 2023 filing to 1,958 in the plan year 2024 filing.
  • Uma Education, Inc. 401(k) Retirement Plan reported net income fell from $14M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 472578950 · Uma Education, Inc. PY 2024 · 401(k)

Uma Education, Inc. 401(k) Retirement Plan · $56M · 1,958 · 85th

  • PART $56M
  • PART 1,958
  • PART 85th
  • PART 401(k)
  • PART near R.a. Smith, Inc. 401(k) Plan
  • PART ind #2691

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 Educational Services retirement plans → · Plans in Florida →

Uma Education, Inc. 401(k) Retirement Plan in the asset neighbourhood

Applied Research Solutions, Inc. 401(k) PlanApplied Research Solutions, …$56MUma Education, Inc. 401(k) Retirement PlanUma Education, Inc. 401(k) R…$56MR.a. Smith, Inc. 401(k) Plan$56MLion Copolymer Geismar LLC Savings and Supplemental PlanLion Copolymer Geismar LLC S…$56MNexpera 401(k) Plan$56M
End-of-year total assets ($M) among Uma Education, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$56M
Net Income$11M
Employer EIN472578950
Plan Effective Date2009-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Uma Education, Inc.)

Sponsor-wide plan assets over time

All Uma Education, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$56M 83.32385554566318% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $30.5M $55.9M ▲ +83.3%
Year Plans Participants Total Assets
2022 1 1,676 $30M
2023 1 1,613 $44M
2024 1 1,958 $56M

Nearby 401(k) Plans in Florida

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

Uma Education, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Uma Education, Inc. 401(k) Retirement Plan, Total assets ($B): 0.055912643 · Participants: 1958Uma Education, Inc. 401(k) Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Uma Education, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Uma Education, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Uma Education, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is R.a. Smith, Inc. 401(k) Plan in WI ($56M); by covered participants it is Devon Energy Corporation Incentive Savings Plan in OK (1,958 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($56M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,958 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 Uma Education, Inc. 401(k) Retirement Plan assets move in 2024? ▼
Uma Education, Inc. 401(k) Retirement Plan grew sharply - up 25.8% during 2024, from $44M to $56M. Reported net income was $11M.
How have Uma Education, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Uma Education, Inc.'s sponsor-wide assets grew 83.3%, from $30M to $56M.
Where does Uma Education, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Uma Education, Inc. 401(k) Retirement Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Uma Education, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is R.a. Smith, Inc. 401(k) Plan in WI ($56M, 216 participants).
Which 401(k) plans cover a similar participant headcount to Uma Education, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Devon Energy Corporation Incentive Savings Plan in OK (1,958 participants, $1.1B 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 472578950.

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.