Money Purchase · DOL Form 5500 · 2023
The Association of University Physicians Money Purchase Plan
Data updated 2026-08-25
- $437M
- Total assets Above avg plan size
- 2,598
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $168,375
- Avg per participant Above avg balance/head
Official DOL plan name: The Association of University Physicians Pension Plan · Sponsored by The Association of University Physicians · Washington · Healthcare & Social Assistance
$437M in assets, 2,598 participants
The Association of University Physicians's The Association of University Physicians Pension Plan reported $437M in total assets and 2,598 participants in its 2023 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.
- #17,215 in Healthcare & Social Assistance (17,684 peers)
Where The Association of University Physicians Pension Plan sits by assets
The Association of University Physicians Pension Plan sits in the top 5% of all filed plans by assets, $437M for 2,598 participants (~$168,375/participant), up 17.8% in 2023.
- #17,215
- in Healthcare & Social Assistance (17,684 peers)
- +17.8%
- assets growth YoY
- 4.4×
- vs typical plan assets (national mean)
The Association of University Physicians Pension Plan's outsized position by total assets
The Association of University Physicians Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$437,438,087 Top 3% higher than 97% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Association of University Physicians Pension Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Association of University Physicians Pension Plan lands in the large band (2,598 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Association of University Physicians Pension Plan reported net income rose from -$74M in the plan year 2022 filing to $66M in the plan year 2023 filing.
- The Association of University Physicians Pension Plan end-of-year assets rose from $371M in the plan year 2022 filing to $437M in the plan year 2023 filing.
- The Association of University Physicians Pension Plan reported participants rose from 2,585 in the plan year 2022 filing to 2,598 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 911220843 · The Association of University Physicians PY 2023 · Money Purchase
The Association of University Physicians Pension Plan · $437M · 2,598 · 97th
- EIN $437M
- EIN 2,598
- EIN 97th
- EIN Money Purchase
- EIN near Contra Costa County Electrical Workers Retirement Plan & Trust
- EIN ind #17215
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 Washington →
The Association of University Physicians Pension Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $371M |
|---|---|
| Net Assets (End of Year) | $437M |
| Net Income | $66M |
| Employer EIN | 911220843 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Association of University Physicians)
Sponsor-wide plan assets over time
All The Association of University Physicians plans reported in each filing year
- Latest sponsor-wide plan assets
- $727M 32.09951898340724% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,225 | $551M |
| 2023 | 2 | 5,159 | $645M |
| 2024 | 2 | 5,540 | $727M |
Nearby Money Purchase Plans in Washington
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Pacific Coast Benefits Trust Fund $786M · 55,426
- 112/73 Retirement Plan NECA-IBEW $421M · 5,901
- Carrix, Inc. Retirement Plan $328M · 1,512
- Children's University Medical Group Pension Plan $226M · 845
- Local 191 I.B.E.W. Money Purchase Plan $215M · 4,092
The Association of University Physicians Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Washington, the nearest Money Purchase by assets is Contra Costa County Electrical Workers Retirement Plan & Trust in CA ($437M); by covered participants it is Plumbers Union Local No 12 Annuity Plan in MA (2,590 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($437M here).
- Contra Costa County Electrical Workers Retirement Plan & Trust (CA) $437M · 1,427
- Skadden Arps Slate Meagher & Flom Retirement Plan (NY) $433M · 324
- Western States Insulators and Allied Workers Individual Account Plan (CA) $443M · 6,468
- Annuity Fd of the Electrical Industry of Long Island (NY) $420M · 2,345
Similar participant headcount
Nearest other-state filings by covered participants (2,598 participants); asset peers above are excluded.
- Plumbers Union Local No 12 Annuity Plan (MA) 2,590 · 8 off
- Southern California Bricklayers Pension Fund (CA) 2,616 · 18 off
- Brewery Conference/Anheuser-Busch Defined Contribution Plan (MO) 2,621 · 23 off
- Laborers Local 235 Annuity Fund (NY) 2,551 · 47 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.