Other · DOL Form 5500 · 2023

Truman Medical Center, Inc. D/B/a University Health Retirement Plan

Data updated 2026-08-11

$247M
Total assets
4,269
Participants
96th
Percentile by assets
$57,975
Avg per participant
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Official DOL plan name: University Health 403(b) Plan · Sponsored by Truman Medical Center, Inc. D/B/a University Health · Missouri · Healthcare & Social Assistance

$247M in assets, 4,269 participants

Truman Medical Center, Inc. D/B/a University Health's University Health 403(b) Plan reported $247M in total assets and 4,269 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • 96th percentile by assets (of 127,072 plans)
  • #16,966 in Healthcare & Social Assistance (17,684 peers)

Coverage in Missouri

University Health 403(b) Plan covers 4,269 participants in Missouri, 5.8x the typical Missouri plan (state average ~737 per filing). Assets: $247M.

$247M
total plan assets (2023 EOY)
4,269
covered participants
96th
percentile by assets (of 127,072 plans)
$57,975
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • University Health 403(b) Plan reported net income rose from -$23M in the plan year 2022 filing to $52M in the plan year 2023 filing.
  • University Health 403(b) Plan end-of-year assets rose from $196M in the plan year 2022 filing to $247M in the plan year 2023 filing.
  • University Health 403(b) Plan reported participants fell from 4,280 in the plan year 2022 filing to 4,269 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs Missouri filers

In Missouri, the average filing covers about 737 participants across 2,297 plans. University Health 403(b) Plan reports 4,269 participants - 5.8x that state average ($247M EOY assets).

Missouri filing particulars

Total Assets (Beginning of Year)$196M
Net Assets (End of Year)$247M
Net Income$52M
Employer EIN440661018
Plan Effective Date2003-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Truman Medical Center, Inc. D/B/a University Health)

$320M$340M$360M$380M$400M$420M 202220232024 $342M $394M ▲ +15.3%
Total plan assets by year, all Truman Medical Center, Inc. D/B/a University Health plans on file
Year Plans Participants Total Assets
2022 2 5,270 $342M
2023 2 5,180 $397M
2024 2 5,506 $394M

Nearby Other Plans in Missouri

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

University Health 403(b) Plan vs. nearby Other plans in Missouri, assets vs. participants

University Health 403(b) Plan vs. nearby Other plans in Missouri, assets vs. participants Scatter plot of 6 data points. 050001000015000200002500030000 -202468 Total assets ($B) Participants University Health 40…Washington Universit…Children's Mercy Hos…Saint Louis Universi…Cox Savings Incentiv…Bjc 403(b) Plan
University Health 403(b) Plan vs. nearby Other plans in Missouri, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to University Health 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did University Health 403(b) Plan assets move in 2023?
University Health 403(b) Plan grew sharply - up 26.6% during 2023, from $196M to $247M. Reported net income was $52M.
How have Truman Medical Center, Inc. D/B/a University Health plan assets changed over time?
Across 3 plan years on file (2022-2024), Truman Medical Center, Inc. D/B/a University Health's sponsor-wide assets grew 15.3%, from $342M to $394M.
Where does University Health 403(b) Plan rank by assets among Form 5500 filers?
University Health 403(b) Plan ranks in the 96th 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 403(b) Plan?
Among Other plans in other states, the closest by assets is University of Portland Defined Contribution and Tax Deferred Annuity in OR ($247M, 811 participants).

Filing takeaways

Ways to act on University Health 403(b) Plan's numbers.