Other · DOL Form 5500 · 2023
University Health System, Inc. Retirement Plan
Data updated 2026-08-11
- $374M
- Total assets
- 5,227
- Participants
- 97th
- Percentile by assets
- $71,577
- Avg per participant
Official DOL plan name: University Health System, Inc. 403(b) Plan · Sponsored by University Health System, Inc. · Tennessee · Healthcare & Social Assistance
$374M in assets, 5,227 participants
University Health System, Inc.'s University Health System, Inc. 403(b) Plan reported $374M in total assets and 5,227 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.
- 97th percentile by assets (of 127,072 plans)
- #17,152 in Healthcare & Social Assistance (17,684 peers)
Coverage in Tennessee
University Health System, Inc. 403(b) Plan covers 5,227 participants in Tennessee, 4.6x the typical Tennessee plan (state average ~1,126 per filing). Assets: $374M.
- $374M
- total plan assets (2023 EOY)
- 5,227
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $71,577
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- University Health System, Inc. 403(b) Plan reported net income rose from -$50M in the plan year 2022 filing to $68M in the plan year 2023 filing.
- University Health System, Inc. 403(b) Plan end-of-year assets rose from $306M in the plan year 2022 filing to $374M in the plan year 2023 filing.
- University Health System, Inc. 403(b) Plan reported participants rose from 4,918 in the plan year 2022 filing to 5,227 in the plan year 2023 filing.
Participants vs Tennessee filers
In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. University Health System, Inc. 403(b) Plan reports 5,227 participants - 4.6x that state average ($374M EOY assets).
Tennessee filing particulars
| Total Assets (Beginning of Year) | $306M |
|---|---|
| Net Assets (End of Year) | $374M |
| Net Income | $68M |
| Employer EIN | 311626179 |
| Plan Effective Date | 1999-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University Health System, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,918 | $306M |
| 2023 | 1 | 5,227 | $374M |
| 2024 | 1 | 5,436 | $446M |
Nearby Other Plans in Tennessee
Peer Other plans, same state, same plan type, ranked by total assets.
University Health System, Inc. 403(b) Plan vs. nearby Other plans in Tennessee, assets vs. participants
- Vanderbilt University Medical Center Retirement Plan $4.1B · 30,220
- Vanderbilt University Retirement Plan $2.3B · 6,887
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan $1.1B · 6,010
- Ballad Health 403(b) Plan $616M · 11,769
- Southeastern Carpenters and Millwrights Pension Plan $535M · 2,882
Scale composition for University Health System, Inc. 403(b) Plan
University Health System, Inc. 403(b) Plan reports $374M in end-of-year assets across 5,227 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $71,577 per participant (52% of the national average assets-per-participant) . Net income for plan year 2023 was $68M.
This plan identity (EIN 311626179, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $306M to $446M (+45.7%) while covered participants moved from 4,918 to 5,436 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,918 | $306M | Open filing |
| 2023 | 5,227 | $374M | This page |
| 2024 · index core | 5,436 | $446M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- University Health System, Inc. 403(b) Plan (Other, $446M, 5,436 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to University Health System, Inc. 403(b) Plan by total assets, not by location.
- Lakeland Regional Medical Center 403(b) Plan (FL) $374M · 6,686
- Fairleigh Dickinson University Defined Contribution Plan (NJ) $373M · 1,000
- Tift Regional Health System 403(b) Plan (GA) $376M · 2,657
- Baptist Health 403(b) Plan (AR) $376M · 10,987
Frequently Asked Questions
How did University Health System, Inc. 403(b) Plan assets move in 2023? ▼
How have University Health System, Inc. plan assets changed over time? ▼
Where does University Health System, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to University Health System, Inc. 403(b) Plan? ▼
Next read for University Health System, Inc. 403(b) Pl…
Filing takeaways
Ways to act on University Health System, Inc. 403(b) Plan's numbers.
- By total assets, University Health System, Inc. 403(b) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Tennessee. Compare plans
- University Health System, Inc.'s sponsor-wide assets have grown 45.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans