Other · DOL Form 5500 · 2023
University Health System, Inc. Retirement Plan
Data updated 2026-08-25
- $374M
- Total assets Above avg plan size
- 5,227
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $71,577
- Avg per participant Below avg balance/head
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.
- #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.
- #17,152
- in Healthcare & Social Assistance (17,684 peers)
- +22.3%
- assets growth YoY
- 3.8×
- vs typical plan assets (national mean)
University Health System, Inc. 403(b) Plan's outsized position by total assets
University Health System, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$374,135,304 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
University Health System, Inc. 403(b) 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. University Health System, Inc. 403(b) Plan lands in the large band (5,227 participants).
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.
Plan-year Form 5500 strip
Filing strip 311626179 · University Health System, Inc. PY 2023 · Other
University Health System, Inc. 403(b) Plan · $374M · 5,227 · 97th
- PCT $374M
- EIN 5,227
- RANK 97th
- PHOTO Other
- IND near Lakeland Regional Medical Center 403(b) Plan
- EOY ind #17152
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 Health System, Inc. 403(b) Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All University Health System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $446M 45.65310711557929% vs 2022
- 2024 filing year
| 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.
- 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)
University Health System, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is Lakeland Regional Medical Center 403(b) Plan in FL ($374M); by covered participants it is Tallahassee Memorial Healthcare 403(b) Retirement Savings Plan in FL (5,230 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($374M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (5,227 participants); asset peers above are excluded.
- Tallahassee Memorial Healthcare 403(b) Retirement Savings Plan (FL) 5,230 · 3 off
- Baptist Health Care Corporation and Affiliates Retirement Savings 403(b) Plan (FL) 5,220 · 7 off
- Monument Health, Inc. 403(b) Plan (SD) 5,203 · 24 off
- Children's Hospital of Orange County Retirement Accumulation Plan (CA) 5,197 · 30 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.