Other · DOL Form 5500 · 2024
University Medical Associates of the Medical Univ. of South Carolina Retirement Plan
Data updated 2026-08-25
- $158M
- Total assets Near avg plan size
- 2,799
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $56,311
- Avg per participant Low balance/head
Official DOL plan name: Uma Supplemental 403(b) Plan · Sponsored by University Medical Associates of the Medical Univ. of South Carolina · South Carolina · Healthcare & Social Assistance
$158M in assets, 2,799 participants
University Medical Associates of the Medical Univ. of South Carolina's Uma Supplemental 403(b) Plan reported $158M in total assets and 2,799 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.
- #15,891 in Healthcare & Social Assistance (16,916 peers)
Coverage in South Carolina
Uma Supplemental 403(b) Plan covers 2,799 participants in South Carolina, 7.6x the typical South Carolina plan (state average ~369 per filing). Assets: $158M.
- #15,891
- in Healthcare & Social Assistance (16,916 peers)
- +21.6%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Uma Supplemental 403(b) Plan's outsized position by total assets
Uma Supplemental 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$157,613,328 Top 7% higher than 93% 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
Uma Supplemental 403(b) 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 Supplemental 403(b) Plan lands in the large band (2,799 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Uma Supplemental 403(b) Plan end-of-year assets rose from $130M in the plan year 2023 filing to $158M in the plan year 2024 filing.
- Uma Supplemental 403(b) Plan reported participants rose from 2,514 in the plan year 2023 filing to 2,799 in the plan year 2024 filing.
- Uma Supplemental 403(b) Plan reported net income fell from $29M in the plan year 2023 filing to $28M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 570935917 · University Medical Associates of the Medical Univ. of South Carolina PY 2024 · Other
Uma Supplemental 403(b) Plan · $158M · 2,799 · 93rd
- EOY $158M
- 5500 2,799
- ASSETS 93rd
- PCT Other
- EIN near Mary Free Bed Rehabilitation Hospital 403(b) Plan
- RANK ind #15891
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 South Carolina →
Uma Supplemental 403(b) Plan in the asset neighbourhood
South Carolina filing particulars
| Total Assets (Beginning of Year) | $130M |
|---|---|
| Net Assets (End of Year) | $158M |
| Net Income | $28M |
| Employer EIN | 570935917 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University Medical Associates of the Medical Univ. of South Carolina)
Sponsor-wide plan assets over time
All University Medical Associates of the Medical Univ. of South Carolina plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.0B 34.592817621189845% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,715 | $747M |
| 2023 | 2 | 5,024 | $886M |
| 2024 | 2 | 5,626 | $1.0B |
Nearby Other Plans in South Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- Prisma Health 401(a) Plan $939M · 29,196
- Roper St. Francis Healthcare 403(b) Plan $664M · 6,443
- Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan $347M · 1,412
- Anmed Health Retirement Savings Plan $237M · 3,605
- Tidelands Health 403(b) Retirement Savings Plan $203M · 2,284
Uma Supplemental 403(b) Plan's out-of-state Other peers by assets and headcount
Outside South Carolina, the nearest Other by assets is Mary Free Bed Rehabilitation Hospital 403(b) Plan in MI ($158M); by covered participants it is Joint Annuity Fund Local 164 IBEW in NJ (2,799 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($158M here).
- Mary Free Bed Rehabilitation Hospital 403(b) Plan (MI) $158M · 2,225
- Genesis Healthcare System Tda Thrift Plan (OH) $158M · 3,023
- Fhn Matching Tax Deferred Annuity Plan (IL) $158M · 1,038
- The Navigators Basic Retirement Plan (CO) $159M · 1,525
Similar participant headcount
Nearest other-state filings by covered participants (2,799 participants); asset peers above are excluded.
- Joint Annuity Fund Local 164 IBEW (NJ) 2,799 · 0 off
- Retirement Plan for Employees of Pikeville Medical Center, Inc. (KY) 2,798 · 1 off
- Hope Network Employee 403(b) Plan (MI) 2,795 · 4 off
- Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan (NH) 2,793 · 6 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.