401(k) · DOL Form 5500 · 2024

Umc Physicians 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size: 474
Participants Below avg headcount: 80th
Percentile by assets National rank: $75,824
Avg per participant Below avg balance/head

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Official DOL plan name: Umc Physicians 401(k) Plan · Sponsored by Umc Physicians · Texas · Healthcare & Social Assistance

$36M in assets, 474 participants

Umc Physicians's Umc Physicians 401(k) Plan reported $36M in total assets and 474 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

#14,024 in Healthcare & Social Assistance (16,916 peers)

Where Umc Physicians 401(k) Plan sits by assets

Umc Physicians 401(k) Plan sits in the top quartile of all filed plans by assets, $36M for 474 participants (~$75,824/participant), up 24.1% in 2024.

#14,024
in Healthcare & Social Assistance (16,916 peers): +24.1%
assets growth YoY: 0.4×
vs typical plan assets (national mean)

Umc Physicians 401(k) Plan's outsized position by total assets

Umc Physicians 401(k) Plan vs every filed plan by assets

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

$35,940,380 Top 20% higher than 80% 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

Umc Physicians 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. Umc Physicians 401(k) Plan sits mid-pack in the medium band (474 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Umc Physicians 401(k) Plan end-of-year assets rose from $29M in the plan year 2023 filing to $36M in the plan year 2024 filing.
Umc Physicians 401(k) Plan reported net income rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Umc Physicians 401(k) Plan reported participants rose from 451 in the plan year 2023 filing to 474 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 752646477 · Umc Physicians PY 2024 · 401(k)

Umc Physicians 401(k) Plan · $36M · 474 · 80th

EIN $36M
EIN 474
EIN 80th
EIN 401(k)
EIN near Pubrec, LLC 401(k) Plan
EIN ind #14024

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 Texas →

End-of-year total assets ($M) among Umc Physicians 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$29M
Net Assets (End of Year)	$36M
Net Income	$7M
Employer EIN	752646477
Plan Effective Date	1998-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Umc Physicians)

Latest sponsor-wide plan assets: $36M 54.92819925504205% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	422	$23M
2023	1	451	$29M
2024	1	474	$36M

Nearby 401(k) Plans in Texas

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

Umc Physicians 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Umc Physicians 401(k) Plan side-by-side with 3 peers →

Umc Physicians 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Pubrec, LLC 401(k) Plan in CA ($36M); by covered participants it is Restaurants of America Retirement Plan in CO (474 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Pubrec, LLC 401(k) Plan (CA) $36M · 147
Corporate Professional Business Services, Inc. 401(k) Retirement Savings Plan (CT) $36M · 91
Stark Truss Company, Inc. Employee 401(k) Plan (OH) $36M · 678
Watauga Orthopaedics, PLC 401(k) Profit Sharing Plan (TN) $36M · 253

Similar participant headcount

Nearest other-state filings by covered participants (474 participants); asset peers above are excluded.

Restaurants of America Retirement Plan (CO) 474 · 0 off
Woods Supermarket, Inc. 401(k) Profit Sharing Plan (MO) 474 · 0 off
Cummings Properties, LLC 401(k) Plan (MA) 474 · 0 off
Webcor Builders 401(k) Profit Sharing Plan (CA) 474 · 0 off

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 Umc Physicians 401(k) Plan assets move in 2024? ▼

Umc Physicians 401(k) Plan grew sharply - up 24.1% during 2024, from $29M to $36M. Reported net income was $7M.

How have Umc Physicians plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Umc Physicians's sponsor-wide assets grew 54.9%, from $23M to $36M.

Where does Umc Physicians 401(k) Plan rank by assets among Form 5500 filers? ▼

Umc Physicians 401(k) Plan ranks in the 80th 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 Umc Physicians 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Pubrec, LLC 401(k) Plan in CA ($36M, 147 participants).

Which 401(k) plans cover a similar participant headcount to Umc Physicians 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Restaurants of America Retirement Plan in CO (474 participants, $3M 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 752646477.