Profit Sharing · DOL Form 5500 · 2024

University Medical Associates of the Medical University of S.C. Profit Sharing Plan

Data updated 2026-08-25

$848M
Total assets Above avg plan size
2,827
Participants Above avg headcount
98th
Percentile by assets National rank
$299,807
Avg per participant High balance/head
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Official DOL plan name: Uma Retirement Plan · Sponsored by University Medical Associates of the Medical University of S.C. · South Carolina · Healthcare & Social Assistance

$848M in assets, 2,827 participants

University Medical Associates of the Medical University of S.C.'s Uma Retirement Plan reported $848M in total assets and 2,827 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #16,624 in Healthcare & Social Assistance (16,916 peers)

Coverage in South Carolina

Uma Retirement Plan covers 2,827 participants in South Carolina, 7.7x the typical South Carolina plan (state average ~369 per filing). Assets: $848M.

#16,624
in Healthcare & Social Assistance (16,916 peers)
+12.1%
assets growth YoY
8.5×
vs typical plan assets (national mean)

Uma Retirement Plan's outsized position by total assets

Uma Retirement Plan vs every filed plan by assets

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

$847,554,937 Top 2% higher than 98% 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

Uma Retirement 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 Retirement Plan lands in the large band (2,827 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Uma Retirement Plan reported net income fell from $110M in the plan year 2023 filing to $91M in the plan year 2024 filing.
  • Uma Retirement Plan reported participants rose from 2,510 in the plan year 2023 filing to 2,827 in the plan year 2024 filing.
  • Uma Retirement Plan end-of-year assets rose from $756M in the plan year 2023 filing to $848M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 570935917 · University Medical Associates of the Medical University of S.C. PY 2024 · Profit Sharing

Uma Retirement Plan · $848M · 2,827 · 98th

  • PART $848M
  • PART 2,827
  • PART 98th
  • PART Profit Sharing
  • PART near I.U.O.E. Local 14-14b Annuity Fund
  • PART ind #16624

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 Retirement Plan in the asset neighbourhood

Les Schwab Profit Sharing Retirement PlanLes Schwab Profit Sharing Re…$865MSutter Health Retirement Income PlanSutter Health Retirement Inc…$865MI.U.O.E. Local 14-14b Annuity FundI.U.O.E. Local 14-14b Annuit…$856MUma Retirement Plan$848MThedacare Retirement and 403(b) Savings PlanThedacare Retirement and 403…$838M
End-of-year total assets ($M) among Uma Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

South Carolina filing particulars

Total Assets (Beginning of Year)$756M
Net Assets (End of Year)$848M
Net Income$91M
Employer EIN570935917
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University Medical Associates of the Medical University of S.C.)

Sponsor-wide plan assets over time

All University Medical Associates of the Medical University of S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$1.0B 34.592817621189845% vs 2022
2024 filing year
$0.7B$0.8B$0.9B$1B$1.1B 202220232024 $0.75B $1.01B ▲ +34.7%
Year Plans Participants Total Assets
2022 2 4,715 $747M
2023 2 5,024 $886M
2024 2 5,626 $1.0B

Nearby Profit Sharing Plans in South Carolina

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

Uma Retirement Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Uma Retirement Plan, Total assets ($B): 0.847554937 · Participants: 2827Uma Retirement PlanPrisma Health Retirement Savings Plan, Total assets ($B): 2.165121786 · Participants: 29201Prisma Health Retirement Savings PlanProfit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart, Total assets ($B): 0.248524918 · Participants: 2275Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & StewartScansource, Inc. 401(k) Plan, Total assets ($B): 0.225415995 · Participants: 1401Scansource, Inc. 401(k) PlanUsc School of Medicine Educational Trust Retirement Plan, Total assets ($B): 0.051579073 · Participants: 191Usc School of Medicine Educational Trust Retirement PlanUricchio, Howe & Krell, P. a. Profit Sharing Plan, Total assets ($B): 0.021170592 · Participants: 22Uricchio, Howe & Krell, P. a. Profit Sharing Plan
Uma Retirement Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants
Compare Uma Retirement Plan side-by-side with 3 peers →

Uma Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside South Carolina, the nearest Profit Sharing by assets is I.U.O.E. Local 14-14b Annuity Fund in NY ($856M); by covered participants it is Vinfen 401(a) Company Defined Contribution Retirement Plan in MA (2,841 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($848M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,827 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 Uma Retirement Plan assets move in 2024? ▼
Uma Retirement Plan grew at a solid clip - up 12.1% during 2024, from $756M to $848M. Reported net income was $91M.
How have University Medical Associates of the Medical University of S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University Medical Associates of the Medical University of S.C.'s sponsor-wide assets grew 34.6%, from $747M to $1.0B.
Where does Uma Retirement Plan rank by assets among Form 5500 filers? ▼
Uma Retirement Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Uma Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is I.U.O.E. Local 14-14b Annuity Fund in NY ($856M, 1,168 participants).
Which Profit Sharing plans cover a similar participant headcount to Uma Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Vinfen 401(a) Company Defined Contribution Retirement Plan in MA (2,841 participants, $78M 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 570935917.

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.