Profit Sharing · DOL Form 5500 · 2024
Usc School of Medicine Educational Trust Profit Sharing Plan
Data updated 2026-08-25
- $52M
- Total assets Below avg plan size
- 191
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $270,048
- Avg per participant High balance/head
Official DOL plan name: Usc School of Medicine Educational Trust Retirement Plan · Sponsored by Usc School of Medicine Educational Trust · South Carolina · Educational Services
$52M in assets, 191 participants
Usc School of Medicine Educational Trust's Usc School of Medicine Educational Trust Retirement Plan reported $52M in total assets and 191 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.
- #2,645 in Educational Services (3,638 peers)
Where Usc School of Medicine Educational Trust Retirement Plan sits by assets
Usc School of Medicine Educational Trust Retirement Plan sits in the top quartile of all filed plans by assets, $52M for 191 participants (~$270,048/participant), up 15.2% in 2024.
- #2,645
- in Educational Services (3,638 peers)
- +15.2%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Usc School of Medicine Educational Trust Retirement Plan's outsized position by total assets
Usc School of Medicine Educational Trust Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$51,579,073 Top 15% higher than 85% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Usc School of Medicine Educational Trust Retirement Plan 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. Usc School of Medicine Educational Trust Retirement Plan sits mid-pack in the medium band (191 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Usc School of Medicine Educational Trust Retirement Plan end-of-year assets rose from $45M in the plan year 2023 filing to $52M in the plan year 2024 filing.
- Usc School of Medicine Educational Trust Retirement Plan reported net income rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Usc School of Medicine Educational Trust Retirement Plan reported participants fell from 197 in the plan year 2023 filing to 191 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 570705675 · Usc School of Medicine Educational Trust PY 2024 · Profit Sharing
Usc School of Medicine Educational Trust Retirement Plan · $52M · 191 · 85th
- TYPE $52M
- TYPE 191
- TYPE 85th
- TYPE Profit Sharing
- TYPE near Hawkins Parnell & Young, LLP 401(k) Profit Sharing Plan
- TYPE ind #2645
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 South Carolina →
Usc School of Medicine Educational Trust Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $45M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | $7M |
| Employer EIN | 570705675 |
| Plan Effective Date | 1992-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Usc School of Medicine Educational Trust)
Sponsor-wide plan assets over time
All Usc School of Medicine Educational Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $52M 34.86453348871011% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 200 | $38M |
| 2023 | 1 | 197 | $45M |
| 2024 | 1 | 191 | $52M |
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 $2.2B · 29,201
- Uma Retirement Plan $848M · 2,827
- Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart $249M · 2,275
- Scansource, Inc. 401(k) Plan $225M · 1,401
- Uricchio, Howe & Krell, P. a. Profit Sharing Plan $21M · 22
Usc School of Medicine Educational Trust Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside South Carolina, the nearest Profit Sharing by assets is Hawkins Parnell & Young, LLP 401(k) Profit Sharing Plan in GA ($52M); by covered participants it is Fall Creek Farm & Nursery, Inc. 401(k) Profit in OR (191 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($52M here).
Similar participant headcount
Nearest other-state filings by covered participants (191 participants); asset peers above are excluded.
- Fall Creek Farm & Nursery, Inc. 401(k) Profit (OR) 191 · 0 off
- Mact Health Board, Inc. 403(b) Plan (CA) 191 · 0 off
- Peters Heating and Air Conditioning, Inc Profit Sharing Plan (IL) 191 · 0 off
- Mitac 401(k) Plan (CA) 191 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.