Other · DOL Form 5500 · 2023

University Health Physicians Retirement Plan

Data updated 2026-08-25

$225M
Total assets Near avg plan size
297
Participants Below avg headcount
95th
Percentile by assets National rank
$757,998
Avg per participant High balance/head
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Official DOL plan name: University Health Physicians 403(b) Retirement Plan · Sponsored by University Health Physicians · Missouri · Educational Services

$225M in assets, 297 participants

University Health Physicians's University Health Physicians 403(b) Retirement Plan reported $225M in total assets and 297 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #3,441 in Educational Services (3,735 peers)

Coverage in Missouri

University Health Physicians 403(b) Retirement Plan covers 297 participants in Missouri, about 40% of the average Missouri filer (state average ~737 per filing). Assets: $225M.

#3,441
in Educational Services (3,735 peers)
+16.5%
assets growth YoY
2.3×
vs typical plan assets (national mean)

University Health Physicians 403(b) Retirement Plan's outsized position by total assets

University Health Physicians 403(b) Retirement Plan vs every filed plan by assets

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

$225,125,383 Top 5% higher than 95% 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

University Health Physicians 403(b) Retirement Plan 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. University Health Physicians 403(b) Retirement Plan sits mid-pack in the medium band (297 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • University Health Physicians 403(b) Retirement Plan reported net income rose from -$33M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • University Health Physicians 403(b) Retirement Plan end-of-year assets rose from $193M in the plan year 2022 filing to $225M in the plan year 2023 filing.
  • University Health Physicians 403(b) Retirement Plan reported participants rose from 281 in the plan year 2022 filing to 297 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 431009163 · University Health Physicians PY 2023 · Other

University Health Physicians 403(b) Retirement Plan · $225M · 297 · 95th

  • EOY $225M
  • EOY 297
  • EOY 95th
  • EOY Other
  • EOY near Stonehill College 403(b) Retirement Savings Plan
  • EOY ind #3441

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 Educational Services retirement plans → · Plans in Missouri →

University Health Physicians 403(b) Retirement Plan in the asset neighbourhood

Stonehill College 403(b) Retirement Savings PlanStonehill College 403(b) Ret…$225MUniversity Health Physicians 403(b) Retirement PlanUniversity Health Physicians…$225MGreenwich Hospital Tax Deferred Annuity Retirement PlanGreenwich Hospital Tax Defer…$225MValparaiso University Retirement PlanValparaiso University Retire…$225MThe Children's Hospital Corporation Joint Appointees Retirement PlanThe Children's Hospital Corp…$224M
End-of-year total assets ($M) among University Health Physicians 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$193M
Net Assets (End of Year)$225M
Net Income$32M
Employer EIN431009163
Plan Effective Date1972-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University Health Physicians)

Sponsor-wide plan assets over time

All University Health Physicians plans reported in each filing year

Latest sponsor-wide plan assets
$254M 31.43624070716517% vs 2022
2024 filing year
$180M$200M$220M$240M$260M$280M 202220232024 $193M $254M ▲ +31.4%
Year Plans Participants Total Assets
2022 1 281 $193M
2023 1 297 $225M
2024 1 371 $254M

Nearby Other Plans in Missouri

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

University Health Physicians 403(b) Retirement Plan vs. nearby Other plans in Missouri, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants University Health Physicians 403(b) Retirement Plan, Total assets ($B): 0.225125383 · Participants: 297University Health Physicians 403(b) Retirement PlanWashington University Retirement Savings Plan, Total assets ($B): 6.741301721 · Participants: 25521Washington University Retirement Savings PlanChildren's Mercy Hospital Tax-Deferred Annuity Retirement Plan, Total assets ($B): 0.969276726 · Participants: 8984Children's Mercy Hospital Tax-Deferred Annuity Retirement PlanSaint Louis University 403(b) Annuity Plan, Total assets ($B): 0.909883587 · Participants: 4784Saint Louis University 403(b) Annuity PlanCox Savings Incentive Plan, Total assets ($B): 0.836087645 · Participants: 12220Cox Savings Incentive PlanBjc 403(b) Plan, Total assets ($B): 0.448402831 · Participants: 5284Bjc 403(b) Plan
University Health Physicians 403(b) Retirement Plan vs. nearby Other plans in Missouri, assets vs. participants
Compare University Health Physicians 403(b) Retirement Plan side-by-side with 3 peers →

University Health Physicians 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Missouri, the nearest Other by assets is Stonehill College 403(b) Retirement Savings Plan in MA ($225M); by covered participants it is Germantown Academy Defined Contribution Plan in PA (297 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (297 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 University Health Physicians 403(b) Retirement Plan assets move in 2023? ▼
University Health Physicians 403(b) Retirement Plan grew sharply - up 16.5% during 2023, from $193M to $225M. Reported net income was $32M.
How have University Health Physicians plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University Health Physicians's sponsor-wide assets grew 31.4%, from $193M to $254M.
Where does University Health Physicians 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
University Health Physicians 403(b) Retirement Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to University Health Physicians 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Stonehill College 403(b) Retirement Savings Plan in MA ($225M, 802 participants).
Which Other plans cover a similar participant headcount to University Health Physicians 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Germantown Academy Defined Contribution Plan in PA (297 participants, $92M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 431009163.

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.