Other · DOL Form 5500 · 2024

U.K.S.M.-W. Medical Practice Association Retirement Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
227
Participants Below avg headcount
73rd
Percentile by assets National rank
$104,071
Avg per participant Below avg balance/head
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Official DOL plan name: U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan · Sponsored by U.K.S.M.-W. Medical Practice Association · Kansas · Healthcare & Social Assistance

$24M in assets, 227 participants

U.K.S.M.-W. Medical Practice Association's U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan reported $24M in total assets and 227 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #13,089 in Healthcare & Social Assistance (16,916 peers)

U.K.S.M.-W. Medical Practice Association multi-year trail

U.K.S.M.-W. Medical Practice Association's plans moved +36.4% in assets from 2022 to 2024; this filing shows U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan at $24M / 227 participants.

#13,089
in Healthcare & Social Assistance (16,916 peers)
+16.5%
assets growth YoY

U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan's outsized position by total assets

U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan vs every filed plan by assets

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

$23,624,072 Top 27% higher than 73% 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

U.K.S.M.-W., M.P.a. Tax Deferred Annuity 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. U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan sits mid-pack in the medium band (227 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan end-of-year assets rose from $20M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan reported participants rose from 214 in the plan year 2023 filing to 227 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 480805658 · U.K.S.M.-W. Medical Practice Association PY 2024 · Other

U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan · $24M · 227 · 73rd

  • PART $24M
  • TYPE 227
  • NET 73rd
  • BOOK Other
  • VS-ST near Heritage University Retirement Plan
  • BOY ind #13089

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 Kansas →

U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan in the asset neighbourhood

Lutheran Services Florida Retirement PlanLutheran Services Florida Re…$24MU.K.S.M.-W., M.P.a. Tax Deferred Annuity PlanU.K.S.M.-W., M.P.a. Tax Defe…$24MHeritage University Retirement PlanHeritage University Retireme…$24MAfs-USA 403(b)Plan$24MEmployee Benefit of Spectrum Health Systems, Inc.Employee Benefit of Spectrum…$24M
End-of-year total assets ($M) among U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

U.K.S.M.-W. Medical Practice Association multi-year asset trail

Sponsor-wide plan assets over time

All U.K.S.M.-W. Medical Practice Association plans reported in each filing year

Latest sponsor-wide plan assets
$24M 36.44548691928758% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $17.3M $23.6M ▲ +36.5%
Year Plans Participants Total Assets
2022 1 208 $17M
2023 1 214 $20M
2024 1 227 $24M

U.K.S.M.-W. Medical Practice Association filing trail (2024)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$3M
Employer EIN480805658
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Kansas

Peer Other plans, same state, same plan type, ranked by total assets.

U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan vs. nearby Other plans in Kansas, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -2000200400600800 Total assets ($M) Participants U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan, Total assets ($M): 23.624072 · Participants: 227U.K.S.M.-W., M.P.a. Tax Deferred Annuity PlanStormont-Vail Healthcare Employee 403(b) Plan, Total assets ($M): 633.87582 · Participants: 5973Stormont-Vail Healthcare Employee 403(b) PlanHays Medical Center Employee's Tax Deferred Annuity Plan, Total assets ($M): 115.483743 · Participants: 1505Hays Medical Center Employee's Tax Deferred Annuity PlanMidwest Transplant Network, Inc. 403(b) Retirement Plan, Total assets ($M): 51.479858 · Participants: 236Midwest Transplant Network, Inc. 403(b) Retirement PlanOttawa University DC Plan, Total assets ($M): 41.349343 · Participants: 517Ottawa University DC PlanNachri Tax Deferred Annuity Plan, Total assets ($M): 38.254763 · Participants: 164Nachri Tax Deferred Annuity Plan
U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan vs. nearby Other plans in Kansas, assets vs. participants
Compare U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan side-by-side with 3 peers →

U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Kansas, the nearest Other by assets is Heritage University Retirement Plan in WA ($24M); by covered participants it is Alliant Health Solutions, Inc. 403(b) Plan in GA (227 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (227 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 U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan assets move in 2024? ▼
U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan grew sharply - up 16.5% during 2024, from $20M to $24M. Reported net income was $3M.
How have U.K.S.M.-W. Medical Practice Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), U.K.S.M.-W. Medical Practice Association's sponsor-wide assets grew 36.4%, from $17M to $24M.
Which Other plans are similar in size to U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Heritage University Retirement Plan in WA ($24M, 252 participants).
Which Other plans cover a similar participant headcount to U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Alliant Health Solutions, Inc. 403(b) Plan in GA (227 participants, $43M 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 480805658.

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.