Money Purchase · DOL Form 5500 · 2022
University Physicians & Surgeons, Inc. Money Purchase Plan
Data updated 2026-08-25
- $80M
- Total assets Below avg plan size
- 1,376
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $58,203
- Avg per participant Low balance/head
Official DOL plan name: University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan · Sponsored by University Physicians & Surgeons, Inc. · West Virginia · Educational Services
$80M in assets, 1,376 participants
University Physicians & Surgeons, Inc.'s University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan reported $80M in total assets and 1,376 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- #3,393 in Educational Services (4,024 peers)
Coverage in West Virginia
University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan covers 1,376 participants in West Virginia, 2.9x the typical West Virginia plan (state average ~467 per filing). Assets: $80M.
- #3,393
- in Educational Services (4,024 peers)
- -11.3%
- assets change YoY
- 0.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan's outsized position by total assets
University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$80,087,756 Top 9% higher than 91% 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
University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan lands in the large band (1,376 participants).
Published 5500 schedule card
Filing strip 550564945 · University Physicians & Surgeons, Inc. PY 2022 · Money Purchase
University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan · $80M · 1,376 · 91st
- SCH $80M
- SCH 1,376
- SCH 91st
- SCH Money Purchase
- SCH near Sullivan & Worcester LLP Retirement Plan
- SCH ind #3393
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 Educational Services retirement plans → · Plans in West Virginia →
University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan in the asset neighbourhood
West Virginia filing particulars
| Total Assets (Beginning of Year) | $90M |
|---|---|
| Net Assets (End of Year) | $80M |
| Net Income | -$10M |
| Employer EIN | 550564945 |
| Plan Effective Date | 1996-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University Physicians & Surgeons, Inc.)
Sponsor-wide plan assets over time
All University Physicians & Surgeons, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $895M 331.0985557504616% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,874 | $208M |
| 2023 | 2 | 4,398 | $242M |
| 2024 | 8 | 11,834 | $895M |
Nearby Money Purchase Plans in West Virginia
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- West Virginia University Medical Corporation Retirement Plan $288M · 1,697
- Plumbers & Pipefitters Local 152 Retirement Annuit $63M · 3,241
- IBEW Local 968 Pension Fund $58M · 349
- West Virginia University Medical Corp. Charleston Division Retirement Plan $51M · 236
- Plumbers & Steamfitters Local 565 Pension Plan $28M · 538
University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside West Virginia, the nearest Money Purchase by assets is Sullivan & Worcester LLP Retirement Plan in MA ($80M); by covered participants it is Aura, Inc. Money Purchase Pension Plan and Trust in DC (1,377 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($80M here).
- Sullivan & Worcester LLP Retirement Plan (MA) $80M · 164
- Shopmen's Iron Workers Retirement Fund of Southern California (CA) $80M · 3,490
- Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators (IL) $80M · 451
- Oklahoma Medical Research Foundation for Full-Time Employees (OK) $79M · 460
Similar participant headcount
Nearest other-state filings by covered participants (1,376 participants); asset peers above are excluded.
- Aura, Inc. Money Purchase Pension Plan and Trust (DC) 1,377 · 1 off
- Jm Eagle Employees' Pension Plan (CA) 1,373 · 3 off
- Local 670 Annuity Fund (NY) 1,381 · 5 off
- IBEW Local 570 & 518 and Southern Az Chap NECA Annuity Plan (AZ) 1,391 · 15 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.