401(k) · DOL Form 5500 · 2023

University Medical Partners, Inc. 401(k) Plan

Data updated 2026-08-11

$124M
Total assets
286
Participants
93rd
Percentile by assets
$433,696
Avg per participant
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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.

  • 93rd percentile by assets (of 127,072 plans)
  • #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.

$124M
total plan assets (2023 EOY)
286
covered participants
93rd
percentile by assets (of 127,072 plans)
$433,696
avg assets per participant

Where University Medical Partners, Inc. 401(k) Plan sits 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 $2,010,000,000 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

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. University Medical Partners, Inc. 401(k) Plan reports 286 participants - about 45% of that state average ($124M EOY assets).

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.)

$120M$130M$140M$150M$160M 20232024 $124M $153M ▲ +23.0%
Total plan assets by year, all University Medical Partners, Inc. plans on file
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 ($B) Participants University Medical P…, Total assets ($B): 0.12403704 · Participants: 286University Medical P…Wells Fargo & Compan…, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings…Apple 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

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to University Medical Partners, Inc. 401(k) Plan by total assets, not by location.

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).

Next read for University Medical Partners, Inc. 401(k)…

Filing takeaways

Ways to act on University Medical Partners, Inc. 401(k) Plan's numbers.