401(k) · DOL Form 5500 · 2024

University Medical Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$153M
Total assets Near avg plan size
245
Participants Below avg headcount
93rd
Percentile by assets National rank
$622,663
Avg per participant High balance/head
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Official DOL plan name: University Medical Partners, Inc. 401(k) Plan · Sponsored by University Medical Partners, Inc. · California · Healthcare & Social Assistance

$153M in assets, 245 participants

University Medical Partners, Inc.'s University Medical Partners, Inc. 401(k) Plan reported $153M in total assets and 245 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #15,873 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

University Medical Partners, Inc. 401(k) Plan covers 245 participants in California, about 39% of the average California filer (state average ~630 per filing). Assets: $153M.

#15,873
in Healthcare & Social Assistance (16,916 peers)
+23.0%
assets growth YoY
1.5×
vs typical plan assets (national mean)

University Medical Partners, Inc. 401(k) Plan's outsized position by total assets

University Medical Partners, Inc. 401(k) Plan vs every filed plan by assets

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

$152,552,505 Top 7% higher than 93% 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 Medical Partners, Inc. 401(k) 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. University Medical Partners, Inc. 401(k) Plan sits mid-pack in the medium band (245 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • University Medical Partners, Inc. 401(k) Plan reported net income rose from $21M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • University Medical Partners, Inc. 401(k) Plan end-of-year assets rose from $124M in the plan year 2023 filing to $153M in the plan year 2024 filing.
  • University Medical Partners, Inc. 401(k) Plan reported participants fell from 286 in the plan year 2023 filing to 245 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 475149853 · University Medical Partners, Inc. PY 2024 · 401(k)

University Medical Partners, Inc. 401(k) Plan · $153M · 245 · 93rd

  • EIN $153M
  • EIN 245
  • EIN 93rd
  • EIN 401(k)
  • EIN near Orthofix 401(k) Retirement Plan
  • EIN ind #15873

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 California →

University Medical Partners, Inc. 401(k) Plan in the asset neighbourhood

Park Place Technologies 401(k) Profit Sharing PlanPark Place Technologies 401(…$153MOrthofix 401(k) Retirement PlanOrthofix 401(k) Retirement P…$153MUniversity Medical Partners, Inc. 401(k) PlanUniversity Medical Partners,…$153MTransdev North America, Inc. 401(k) Plan for Non-Collectively Bargained EmployeesTransdev North America, Inc.…$152MKubota Manufacturing of America Corporation 401(k) Plan & TrustKubota Manufacturing of Amer…$152M
End-of-year total assets ($M) among University Medical Partners, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$124M
Net Assets (End of Year)$153M
Net Income$29M
Employer EIN475149853
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University Medical Partners, Inc.)

Sponsor-wide plan assets over time

All University Medical Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$153M 22.989475563105987% vs 2023
2024 filing year
$120M$130M$140M$150M$160M 20232024 $124M $153M ▲ +23.0%
Year Plans Participants Total Assets
2023 1 286 $124M
2024 1 245 $153M

Nearby 401(k) Plans in California

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

University Medical Partners, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants University Medical Partners, Inc. 401(k) Plan, Total assets ($B): 0.152552505 · Participants: 245University Medical Partners, Inc. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
University Medical Partners, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare University Medical Partners, Inc. 401(k) Plan side-by-side with 3 peers →

University Medical Partners, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Orthofix 401(k) Retirement Plan in TX ($153M); by covered participants it is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (245 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (245 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 Medical Partners, Inc. 401(k) Plan assets move in 2024? ▼
University Medical Partners, Inc. 401(k) Plan grew sharply - up 23.0% during 2024, from $124M to $153M. Reported net income was $29M.
How have University Medical Partners, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), University Medical Partners, Inc.'s sponsor-wide assets grew 23.0%, from $124M to $153M.
Where does University Medical Partners, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
University Medical Partners, Inc. 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to University Medical Partners, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Orthofix 401(k) Retirement Plan in TX ($153M, 1,267 participants).
Which 401(k) plans cover a similar participant headcount to University Medical Partners, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (245 participants, $6M 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 475149853.

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.