401(k) · DOL Form 5500 · 2023

United Physicians, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
116
Participants Small participant base
61st
Percentile by assets National rank
$95,131
Avg per participant Below avg balance/head
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Official DOL plan name: United Physicians 401(k) Plan & Trust · Sponsored by United Physicians, Inc. · Michigan · Administrative & Support Services

$11M in assets, 116 participants

United Physicians, Inc.'s United Physicians 401(k) Plan & Trust reported $11M in total assets and 116 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #3,428 in Administrative & Support Services (4,372 peers)

Coverage in Michigan

United Physicians 401(k) Plan & Trust covers 116 participants in Michigan, about 18% of the average Michigan filer (state average ~638 per filing). Assets: $11M.

#3,428
in Administrative & Support Services (4,372 peers)
+28.0%
assets growth YoY

United Physicians 401(k) Plan & Trust's mid-pack asset rank among Administrative & Support Services and all filers

United Physicians 401(k) Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$11,035,252 Top 39% higher than 61% of 127,068 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 2023

United Physicians 401(k) Plan & Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Physicians 401(k) Plan & Trust sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • United Physicians 401(k) Plan & Trust reported net income rose from -$398K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • United Physicians 401(k) Plan & Trust end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • United Physicians 401(k) Plan & Trust reported participants rose from 108 in the plan year 2022 filing to 116 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 383500370 · United Physicians, Inc. PY 2023 · 401(k)

United Physicians 401(k) Plan & Trust · $11M · 116 · 61st

  • NET $11M
  • BOOK 116
  • VS-ST 61st
  • BOY 401(k)
  • SCH near Mortgage Contracting Services 401(k) Plan
  • EBSA ind #3428

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 Administrative & Support Services retirement plans → · Plans in Michigan →

United Physicians 401(k) Plan & Trust in the asset neighbourhood

United Physicians 401(k) Plan & TrustUnited Physicians 401(k) Pla…$11MMortgage Contracting Services 401(k) PlanMortgage Contracting Service…$11MColumbia Country Club 401(k) Profit Sharing PlanColumbia Country Club 401(k)…$11MNorth Metro Community Services Inc. 401(k) PlanNorth Metro Community Servic…$11MXpel, Inc. Retirement Trust$11M
End-of-year total assets ($M) among United Physicians 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN383500370
Plan Effective Date2013-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Physicians, Inc.)

Sponsor-wide plan assets over time

All United Physicians, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 55.45216696469561% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.62M $13.4M ▲ +55.6%
Year Plans Participants Total Assets
2022 1 108 $9M
2023 1 116 $11M
2024 1 119 $13M

Nearby 401(k) Plans in Michigan

Peer 401(k) plans, same state, same plan type, ranked by total assets.

United Physicians 401(k) Plan & Trust vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants United Physicians 401(k) Plan & Trust, Total assets ($B): 0.011035252 · Participants: 116United Physicians 401(k) Plan & TrustGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
United Physicians 401(k) Plan & Trust vs. nearby 401(k) plans in Michigan, assets vs. participants

United Physicians 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Mortgage Contracting Services 401(k) Plan in TX ($11M); by covered participants it is Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did United Physicians 401(k) Plan & Trust assets move in 2023?
United Physicians 401(k) Plan & Trust grew sharply - up 28.0% during 2023, from $9M to $11M. Reported net income was $2M.
How have United Physicians, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), United Physicians, Inc.'s sponsor-wide assets grew 55.5%, from $9M to $13M.
Which 401(k) plans are similar in size to United Physicians 401(k) Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Mortgage Contracting Services 401(k) Plan in TX ($11M, 413 participants).
Which 401(k) plans cover a similar participant headcount to United Physicians 401(k) Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 participants, N/A in assets).