401(k) · DOL Form 5500 · 2023

University Medical Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$124M
Total assets Near avg plan size
286
Participants Below avg headcount
93rd
Percentile by assets National rank
$433,696
Avg per participant High balance/head
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Official DOL plan name: University Medical Partners, Inc. 401(k) Plan · Sponsored by University Medical Partners, Inc. · California · Healthcare & Social Assistance

$124M in assets, 286 participants

University Medical Partners, Inc.'s University Medical Partners, Inc. 401(k) Plan reported $124M in total assets and 286 participants in its 2023 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.

  • #16,541 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

University Medical Partners, Inc. 401(k) Plan covers 286 participants in California, about 45% of the average California filer (state average ~630 per filing). Assets: $124M.

#16,541
in Healthcare & Social Assistance (17,684 peers)
+20.9%
assets growth YoY
1.2×
vs typical plan assets (national mean)

University Medical Partners, Inc. 401(k) Plan's outsized position by total assets

University Medical Partners, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$124,037,040 Top 7% higher than 93% of 127,068 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 2023

University Medical Partners, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University Medical Partners, Inc. 401(k) Plan sits mid-pack in the medium band (286 participants).

Form 5500 schedule snapshot

Filing strip 475149853 · University Medical Partners, Inc. PY 2023 · 401(k)

University Medical Partners, Inc. 401(k) Plan · $124M · 286 · 93rd

  • VS-ST $124M
  • BOY 286
  • SCH 93rd
  • EBSA 401(k)
  • PART near Founders Federal Credit Union Defined Contribution Plan
  • TYPE ind #16541

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 California →

University Medical Partners, Inc. 401(k) Plan in the asset neighbourhood

Zenith American Solutions, Inc. Retirement Savings 401(k) PlanZenith American Solutions, I…$124MUniversity Medical Partners, Inc. 401(k) PlanUniversity Medical Partners,…$124MFounders Federal Credit Union Defined Contribution PlanFounders Federal Credit Unio…$124MCsc Serviceworks, Inc. 401(k) PlanCsc Serviceworks, Inc. 401(k…$124MBose Mckinney & Evans Retirement PlanBose Mckinney & Evans Retire…$124M
End-of-year total assets ($M) among University Medical Partners, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$103M
Net Assets (End of Year)$124M
Net Income$21M
Employer EIN475149853
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University Medical Partners, Inc.)

Sponsor-wide plan assets over time

All University Medical Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$153M 22.989475563105987% vs 2023
2024 filing year
$120M$130M$140M$150M$160M 20232024 $124M $153M ▲ +23.0%
Year Plans Participants Total Assets
2023 1 286 $124M
2024 1 245 $153M

Nearby 401(k) Plans in California

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

University Medical Partners, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants University Medical Partners, Inc. 401(k) Plan, Total assets ($B): 0.12403704 · Participants: 286University Medical Partners, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
University Medical Partners, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare University Medical Partners, Inc. 401(k) Plan side-by-side with 3 peers →

University Medical Partners, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Founders Federal Credit Union Defined Contribution Plan in SC ($124M); by covered participants it is Northwest Community Credit Union Capital Accumulation Plan in OR (286 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (286 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did University Medical Partners, Inc. 401(k) Plan assets move in 2023? ▼
University Medical Partners, Inc. 401(k) Plan grew sharply - up 20.9% during 2023, from $103M to $124M. Reported net income was $21M.
How have University Medical Partners, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), University Medical Partners, Inc.'s sponsor-wide assets grew 23.0%, from $124M to $153M.
Where does University Medical Partners, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
University Medical Partners, Inc. 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to University Medical Partners, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Founders Federal Credit Union Defined Contribution Plan in SC ($124M, 765 participants).
Which 401(k) plans cover a similar participant headcount to University Medical Partners, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Northwest Community Credit Union Capital Accumulation Plan in OR (286 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 475149853.

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.