Other · DOL Form 5500 · 2023

Ut Medical Group, Inc. Dba University Clinical Health Retirement Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
478
Participants Below avg headcount
64th
Percentile by assets National rank
$26,374
Avg per participant Low balance/head
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Official DOL plan name: University Clinical Health 403(b) Plan · Sponsored by Ut Medical Group, Inc. Dba University Clinical Health · Tennessee · Healthcare & Social Assistance

$13M in assets, 478 participants

Ut Medical Group, Inc. Dba University Clinical Health's University Clinical Health 403(b) Plan reported $13M in total assets and 478 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,183 in Healthcare & Social Assistance (17,684 peers)

Coverage in Tennessee

University Clinical Health 403(b) Plan covers 478 participants in Tennessee, about 42% of the average Tennessee filer (state average ~1,126 per filing). Assets: $13M.

#12,183
in Healthcare & Social Assistance (17,684 peers)
+24.0%
assets growth YoY

University Clinical Health 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

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

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

$12,606,784 Top 36% higher than 64% 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 Clinical Health 403(b) 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 Clinical Health 403(b) Plan sits mid-pack in the medium band (478 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • University Clinical Health 403(b) Plan reported net income rose from -$602K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • University Clinical Health 403(b) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • University Clinical Health 403(b) Plan reported participants rose from 457 in the plan year 2022 filing to 478 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 621162462 · Ut Medical Group, Inc. Dba University Clinical Health PY 2023 · Other

University Clinical Health 403(b) Plan · $13M · 478 · 64th

  • TYPE $13M
  • TYPE 478
  • TYPE 64th
  • TYPE Other
  • TYPE near Pines Health Services 403(b) Plan
  • TYPE ind #12183

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 Clinical Health 403(b) Plan in the asset neighbourhood

Combe Products Employees Savings PlanCombe Products Employees Sav…$13MUniversity Clinical Health 403(b) PlanUniversity Clinical Health 4…$13MPines Health Services 403(b) PlanPines Health Services 403(b)…$13M403(b) Thrift Plan of Cathedral Square Corporation403(b) Thrift Plan of Cathed…$13M403(b) Thrift Plan for Employees of Norwegian Christian Home and Health Center403(b) Thrift Plan for Emplo…$13M
End-of-year total assets ($M) among University Clinical Health 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN621162462
Plan Effective Date2017-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ut Medical Group, Inc. Dba University Clinical Health)

Sponsor-wide plan assets over time

All Ut Medical Group, Inc. Dba University Clinical Health plans reported in each filing year

Latest sponsor-wide plan assets
$49M 11.411852596732563% vs 2022
2024 filing year
$42M$44M$46M$48M$50M 202220232024 $44.2M $49.3M ▲ +11.4%
Year Plans Participants Total Assets
2022 2 914 $44M
2023 2 942 $47M
2024 2 948 $49M

Nearby Other Plans in Tennessee

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

University Clinical Health 403(b) Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants University Clinical Health 403(b) Plan, Total assets ($B): 0.012606784 · Participants: 478University Clinical Health 403(b) PlanVanderbilt University Medical Center Retirement Plan, Total assets ($B): 4.082284978 · Participants: 30220Vanderbilt University Medical Center Retirement PlanVanderbilt University Retirement Plan, Total assets ($B): 2.316024751 · Participants: 6887Vanderbilt University Retirement PlanSt. Jude Children's Research Hospital Defined Contribution Retirement Plan, Total assets ($B): 1.118460153 · Participants: 6010St. Jude Children's Research Hospital Defined Contribution Retirement PlanBallad Health 403(b) Plan, Total assets ($B): 0.616326721 · Participants: 11769Ballad Health 403(b) PlanSoutheastern Carpenters and Millwrights Pension Plan, Total assets ($B): 0.534737215 · Participants: 2882Southeastern Carpenters and Millwrights Pension Plan
University Clinical Health 403(b) Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare University Clinical Health 403(b) Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest Other by assets is Pines Health Services 403(b) Plan in ME ($13M); by covered participants it is The College of Saint Rose 403(b) Retirement Plan in NY (478 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (478 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 Clinical Health 403(b) Plan assets move in 2023? ▼
University Clinical Health 403(b) Plan grew sharply - up 24.0% during 2023, from $10M to $13M. Reported net income was $2M.
How have Ut Medical Group, Inc. Dba University Clinical Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ut Medical Group, Inc. Dba University Clinical Health's sponsor-wide assets grew 11.4%, from $44M to $49M.
Which Other plans are similar in size to University Clinical Health 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Pines Health Services 403(b) Plan in ME ($13M, 146 participants).
Which Other plans cover a similar participant headcount to University Clinical Health 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is The College of Saint Rose 403(b) Retirement Plan in NY (478 participants, $129M 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 621162462.

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.