Other · DOL Form 5500 · 2022
University Health System, Inc. Retirement Plan
Data updated 2026-08-25
- $306M
- Total assets Above avg plan size
- 4,918
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $62,206
- Avg per participant Low balance/head
Official DOL plan name: University Health System, Inc. 403(b) Plan · Sponsored by University Health System, Inc. · Tennessee · Healthcare & Social Assistance
$306M in assets, 4,918 participants
University Health System, Inc.'s University Health System, Inc. 403(b) Plan reported $306M in total assets and 4,918 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #19,499 in Healthcare & Social Assistance (20,060 peers)
Coverage in Tennessee
University Health System, Inc. 403(b) Plan covers 4,918 participants in Tennessee, 4.4x the typical Tennessee plan (state average ~1,126 per filing). Assets: $306M.
- #19,499
- in Healthcare & Social Assistance (20,060 peers)
- -14.2%
- assets change YoY
- 3.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $50M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
University Health System, Inc. 403(b) Plan's outsized position by total assets
University Health System, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$305,931,072 Top 3% higher than 97% 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 Health System, Inc. 403(b) 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 Health System, Inc. 403(b) Plan lands in the large band (4,918 participants).
EBSA filing schedule strip
Filing strip 311626179 · University Health System, Inc. PY 2022 · Other
University Health System, Inc. 403(b) Plan · $306M · 4,918 · 97th
- EBSA $306M
- PART 4,918
- TYPE 97th
- NET Other
- BOOK near Butler University Retirement Plan
- VS-ST ind #19499
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 Tennessee →
University Health System, Inc. 403(b) Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $356M |
|---|---|
| Net Assets (End of Year) | $306M |
| Net Income | -$50M |
| Employer EIN | 311626179 |
| Plan Effective Date | 1999-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University Health System, Inc.)
Sponsor-wide plan assets over time
All University Health System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $446M 45.65310711557929% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,918 | $306M |
| 2023 | 1 | 5,227 | $374M |
| 2024 | 1 | 5,436 | $446M |
Nearby Other Plans in Tennessee
Peer Other plans, same state, same plan type, ranked by total assets.
- Vanderbilt University Medical Center Retirement Plan $3.4B · 28,507
- Vanderbilt University Retirement Plan $2.1B · 6,874
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan $919M · 4,892
- Ballad Health 403(b) Plan $517M · 11,477
- Southeastern Carpenters and Millwrights Pension Plan $468M · 9,451
University Health System, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is Butler University Retirement Plan in IN ($306M); by covered participants it is Georgetown University Defined Contribution Retirement Plan in DC (4,918 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($306M here).
- Butler University Retirement Plan (IN) $306M · 985
- Trinity University 403(b) Retirement Plan (TX) $305M · 831
- Monmouth University Defined Contribution Retirement Plan (NJ) $307M · 881
- Atlanticare 403(b) Retirement Plan (NJ) $308M · 5,798
Similar participant headcount
Nearest other-state filings by covered participants (4,918 participants); asset peers above are excluded.
- Georgetown University Defined Contribution Retirement Plan (DC) 4,918 · 0 off
- Depaul University 403(b) Retirement Plan (IL) 4,920 · 2 off
- Baptist Health Care Corporation and Affiliates Retirement Savings 403(b) Plan (FL) 4,910 · 8 off
- Brown University Defined Contribution Deferred Vesting Retirement Plan (RI) 4,906 · 12 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.