Other · DOL Form 5500 · 2022

University Physician Group Retirement Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
666
Participants Below avg headcount
91st
Percentile by assets National rank
$106,743
Avg per participant Below avg balance/head
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Official DOL plan name: University Physician Group 403b Retirement Plan · Sponsored by University Physician Group · Michigan · Healthcare & Social Assistance

$71M in assets, 666 participants

University Physician Group's University Physician Group 403b Retirement Plan reported $71M in total assets and 666 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.

  • #18,458 in Healthcare & Social Assistance (20,060 peers)

Where University Physician Group 403b Retirement Plan sits by assets

University Physician Group 403b Retirement Plan sits in the top 10% of all filed plans by assets, $71M for 666 participants (~$106,743/participant), down 12.4% in 2022.

#18,458
in Healthcare & Social Assistance (20,060 peers)
-12.4%
assets change YoY
0.7×
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 Physician Group 403b Retirement Plan's outsized position by total assets

University Physician Group 403b Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$71,090,800 Top 9% higher than 91% of 139,123 filed plans

This plan $0 $2,050,000,000 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 2022

University Physician Group 403b Retirement 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. University Physician Group 403b Retirement Plan sits mid-pack in the medium band (666 participants).

DOL schedule card

Filing strip 383474766 · University Physician Group PY 2022 · Other

University Physician Group 403b Retirement Plan · $71M · 666 · 91st

  • TYPE $71M
  • TYPE 666
  • TYPE 91st
  • TYPE Other
  • TYPE near Randolph College Defined Contribution & Tax Deferred Annuity Retirement Plan
  • TYPE ind #18458

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 Michigan →

University Physician Group 403b Retirement Plan in the asset neighbourhood

La Jolla Country Day School Defined Contribution Retirement PlanLa Jolla Country Day School …$71MUniversity Physician Group 403b Retirement PlanUniversity Physician Group 4…$71MRandolph College Defined Contribution & Tax Deferred Annuity Retirement PlanRandolph College Defined Con…$71MSouthern College of Optometry Defined Contribution PlanSouthern College of Optometr…$71MFoundation Physicians Medical Group, Inc. 401(k) PlanFoundation Physicians Medica…$71M
End-of-year total assets ($M) among University Physician Group 403b Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$71M
Net Income-$10M
Employer EIN383474766
Plan Effective Date2006-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University Physician Group)

Sponsor-wide plan assets over time

All University Physician Group plans reported in each filing year

Latest sponsor-wide plan assets
$157M 31.586497089050823% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $120M $157M ▲ +31.6%
Year Plans Participants Total Assets
2022 2 1,010 $120M
2023 2 987 $138M
2024 2 976 $157M

Nearby Other Plans in Michigan

Peer Other plans, same state, same plan type, ranked by total assets.

University Physician Group 403b Retirement Plan vs. nearby Other plans in Michigan, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants University Physician Group 403b Retirement Plan, Total assets ($B): 0.0710908 · Participants: 666University Physician Group 403b Retirement PlanFca US LLC Salaried Employees' Savings Plan, Total assets ($B): 4.271049081 · Participants: 17796Fca US LLC Salaried Employees' Savings PlanFca US LLC UAW Savings Plan, Total assets ($B): 4.120620788 · Participants: 52211Fca US LLC UAW Savings PlanSpectrum Health System 403(b) Plan, Total assets ($B): 2.34463562 · Participants: 26631Spectrum Health System 403(b) PlanBeaumont Health 403(b) Retirement Savings Plan, Total assets ($B): 2.23567862 · Participants: 33585Beaumont Health 403(b) Retirement Savings PlanMclaren Employees' 403(b) Retirement Plan, Total assets ($B): 1.449747534 · Participants: 21255Mclaren Employees' 403(b) Retirement Plan
University Physician Group 403b Retirement Plan vs. nearby Other plans in Michigan, assets vs. participants
Compare University Physician Group 403b Retirement Plan side-by-side with 3 peers →

University Physician Group 403b Retirement Plan's out-of-state Other peers by assets and headcount

Outside Michigan, the nearest Other by assets is Randolph College Defined Contribution & Tax Deferred Annuity Retirement Plan in VA ($71M); by covered participants it is Macalester College 403(b) Retirement Plan in MN (666 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (666 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did University Physician Group 403b Retirement Plan assets move in 2022? ▼
University Physician Group 403b Retirement Plan pulled back noticeably - down 12.4% during 2022, from $81M to $71M. Reported net income was -$10M.
How have University Physician Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University Physician Group's sponsor-wide assets grew 31.6%, from $120M to $157M.
Where does University Physician Group 403b Retirement Plan rank by assets among Form 5500 filers? ▼
University Physician Group 403b 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 Other plans are similar in size to University Physician Group 403b Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Randolph College Defined Contribution & Tax Deferred Annuity Retirement Plan in VA ($71M, 254 participants).
Which Other plans cover a similar participant headcount to University Physician Group 403b Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Macalester College 403(b) Retirement Plan in MN (666 participants, $230M in assets).

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 383474766.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.