Other · DOL Form 5500 · 2024

University Medical Service Association, Inc. Retirement Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
N/A
Participants Small participant base
82nd
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

$41M in assets, N/A participants

University Medical Service Association, Inc.'s University Medical Service Association, Inc. Tax Deferred Annuity Plan reported $41M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #14,256 in Healthcare & Social Assistance (16,916 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, $41M for N/A participants, down 8.3% in 2024.

#14,256
in Healthcare & Social Assistance (16,916 peers)
-8.3%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2024 · DOL Form 5500

$40,880,705 Top 18% higher than 82% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • University Medical Service Association, Inc. Tax Deferred Annuity Plan reported net income fell from $765K in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • University Medical Service Association, Inc. Tax Deferred Annuity Plan end-of-year assets fell from $45M in the plan year 2023 filing to $41M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 237313346 · University Medical Service Association, Inc. PY 2024 · Other

University Medical Service Association, Inc. Tax Deferred Annuity Plan · $41M · N/A · 82nd

  • ASSETS $41M
  • ASSETS N/A
  • ASSETS 82nd
  • ASSETS Other
  • ASSETS near Childserve Employee Retirement Plan
  • ASSETS ind #14256

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

University Medical Service Association, Inc. Tax Deferred Annuity PlanUniversity Medical Service A…$41MChildserve Employee Retirement PlanChildserve Employee Retireme…$41MThe American Law Institute Defined Contribution Retirement PlanThe American Law Institute D…$41MJennie Stuart Medical Center 403(b) PlanJennie Stuart Medical Center…$41MDefined Contribution Pension Plan for Employees of National IndustriesDefined Contribution Pension…$41M
End-of-year total assets ($M) among University Medical Service Association, Inc. Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$41M
Net Income-$4M
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): 0.040880705 · Participants: 0University Medical Service Association, Inc. Tax Deferred Annuity PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.663638024 · Participants: 26141Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 2.071141138 · Participants: 12711University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.91440386 · Participants: 27987Orlando Health Retirement Savings Plan 403bThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.313908176 · Participants: 9064The Nemours Foundation Section 403(b) PlanLee Health System 403(b) Retirement Plan, Total assets ($B): 1.280676448 · Participants: 16909Lee Health System 403(b) Retirement 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 Childserve Employee Retirement Plan in IA at $41M (this filing: $41M).

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 Medical Service Association, Inc. Tax Deferred Annuity Plan assets move in 2024? ▼
University Medical Service Association, Inc. Tax Deferred Annuity Plan pulled back noticeably - down 8.3% during 2024, from $45M to $41M. Reported net income was -$4M.
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 82nd 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 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 Childserve Employee Retirement Plan in IA ($41M, 1,504 participants).

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 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.