Profit Sharing · DOL Form 5500 · 2024
University Medical Associates of the Medical University of S.C. Profit Sharing Plan
Data updated 2026-08-11
- $848M
- Total assets
- 2,827
- Participants
- 98th
- Percentile by assets
- $299,807
- Avg per participant
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.
- 98th percentile by assets (of 123,622 plans)
- #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.
- $848M
- total plan assets (2024 EOY)
- 2,827
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $299,807
- avg assets per participant
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.
Participants vs South Carolina filers
In South Carolina, the average filing covers about 369 participants across 1,490 plans. Uma Retirement Plan reports 2,827 participants - 7.7x that state average ($848M EOY assets).
South Carolina filing particulars
| Total Assets (Beginning of Year) | $756M |
|---|---|
| Net Assets (End of Year) | $848M |
| Net Income | $91M |
| Employer EIN | 570935917 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University Medical Associates of the Medical University of S.C.)
| 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
- Prisma Health Retirement Savings Plan $2.2B · 29,201
- Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart $249M · 2,275
- Scansource, Inc. 401(k) Plan $225M · 1,401
- Usc School of Medicine Educational Trust Retirement Plan $52M · 191
- Uricchio, Howe & Krell, P. a. Profit Sharing Plan $21M · 22
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Uma Retirement Plan by total assets, not by location.
- I.U.O.E. Local 14-14b Annuity Fund (NY) $856M · 1,168
- Thedacare Retirement and 403(b) Savings Plan (WI) $838M · 6,180
- Sutter Health Retirement Income Plan (CA) $865M · 12,414
- Les Schwab Profit Sharing Retirement Plan (OR) $865M · 5,738
Frequently Asked Questions
How did Uma Retirement Plan assets move in 2024? ▼
How have University Medical Associates of the Medical University of S.C. plan assets changed over time? ▼
Where does Uma Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Uma Retirement Plan? ▼
Next read for Uma Retirement Plan
Filing takeaways
Ways to act on Uma Retirement Plan's numbers.
- By total assets, Uma Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in South Carolina. Compare plans
- University Medical Associates of the Medical University of S.C.'s sponsor-wide assets have grown 34.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans