Money Purchase · DOL Form 5500 · 2022

University Physicians & Surgeons, Inc. Money Purchase Plan

Data updated 2026-08-11

$80M
Total assets: 1,376
Participants: 91st
Percentile by assets: $58,203
Avg per participant

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.

91st percentile by assets (of 139,126 plans)
#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.

$80M
total plan assets (2022 EOY): 1,376
covered participants: 91st
percentile by assets (of 139,126 plans): $58,203
avg assets per participant

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.

State

West Virginia

Industry

Educational Services

Participants vs West Virginia filers

In West Virginia, the average filing covers about 467 participants across 380 plans. University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan reports 1,376 participants - 2.9x that state average ($80M EOY assets).

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.)

Total plan assets by year, all University Physicians & Surgeons, Inc. plans on file

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.

University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan vs. nearby Money Purchase plans in West Virginia, assets vs. participants

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

Compare University Physicians & Surgeons, Inc. 4… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan by total assets, not by location.

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

Frequently Asked Questions

How did University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan assets move in 2022? ▼

University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan pulled back noticeably - down 11.3% during 2022, from $90M to $80M. Reported net income was -$10M.

How have University Physicians & Surgeons, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), University Physicians & Surgeons, Inc.'s sponsor-wide assets grew 331.1%, from $208M to $895M.

Where does University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan rank by assets among Form 5500 filers? ▼

University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).

Which Money Purchase plans are similar in size to University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan? ▼

Among Money Purchase plans in other states, the closest by assets is Sullivan & Worcester LLP Retirement Plan in MA ($80M, 164 participants).

Next read for University Physicians & Surgeons, Inc. 4…

Filing takeaways

Ways to act on University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan's numbers.

By total assets, University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in West Virginia. Compare plans
University Physicians & Surgeons, Inc.'s sponsor-wide assets have grown 331.1% since 2022 across 3 plan years on file. More Educational Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 550564945.