Other · DOL Form 5500 · 2022
Uspiritus Inc. Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 255
- Participants Below avg headcount
- 38th
- Percentile by assets National rank
- $10,296
- Avg per participant Low balance/head
Official DOL plan name: Uspiritus, Inc. 403(b) Plan · Sponsored by Uspiritus Inc. · Kentucky · Healthcare & Social Assistance
$3M in assets, 255 participants
Uspiritus Inc.'s Uspiritus, Inc. 403(b) Plan reported $3M in total assets and 255 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.
- #8,182 in Healthcare & Social Assistance (20,060 peers)
Coverage in Kentucky
Uspiritus, Inc. 403(b) Plan covers 255 participants in Kentucky, about 39% of the average Kentucky filer (state average ~647 per filing). Assets: $3M.
- #8,182
- in Healthcare & Social Assistance (20,060 peers)
- -21.4%
- assets change YoY
The plan reported a net loss of $716K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Uspiritus, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Uspiritus, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,625,474 38th percentile higher than 38% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Uspiritus, Inc. 403(b) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Uspiritus, Inc. 403(b) Plan sits mid-pack in the medium band (255 participants).
Plan-year Form 5500 strip
Filing strip 610471572 · Uspiritus Inc. PY 2022 · Other
Uspiritus, Inc. 403(b) Plan · $3M · 255 · 38th
- NET $3M
- NET 255
- NET 38th
- NET Other
- NET near Eastern Christian Children's Retreat 403(b) Plan
- NET ind #8182
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 Kentucky →
Uspiritus, Inc. 403(b) Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$716K |
| Employer EIN | 610471572 |
| Plan Effective Date | 2019-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Uspiritus Inc.)
Sponsor-wide plan assets over time
All Uspiritus Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 36.366671313446645% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 510 | $5M |
| 2024 | 1 | 318 | $3M |
Nearby Other Plans in Kentucky
Peer Other plans, same state, same plan type, ranked by total assets.
- Norton Healthcare 403(b) Retirement Savings Plan $1.5B · 17,896
- Baptist Health Thrift Plan $1.1B · 21,780
- Electrical Workers Local 369 Retirement Fund $418M · 3,424
- King's Daughters' Medical Center Matching Contribution Plan $180M · 4,594
- Emh Retirement Savings Plan $156M · 1,630
Uspiritus, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Kentucky, the nearest Other by assets is Eastern Christian Children's Retreat 403(b) Plan in NJ ($3M); by covered participants it is Mount Paran Christian School 403(b) Plan in GA (255 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (255 participants); asset peers above are excluded.
- Mount Paran Christian School 403(b) Plan (GA) 255 · 0 off
- Frederick Mennonite Community 403(b) Retirement Plan (PA) 255 · 0 off
- 401(k) Savings Plan of Honeybee Robotics LLC (CO) 255 · 0 off
- Hospice of the East Bay 403(b) Retirement Plan (CA) 255 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.