Other · DOL Form 5500 · 2023
Truman Medical Center, Inc. D/B/a University Health Retirement Plan
Data updated 2026-08-25
- $247M
- Total assets Near avg plan size
- 4,269
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $57,975
- Avg per participant Low balance/head
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.
- #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.
- #16,966
- in Healthcare & Social Assistance (17,684 peers)
- +26.6%
- assets growth YoY
- 2.5×
- vs typical plan assets (national mean)
University Health 403(b) Plan's outsized position by total assets
University Health 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$247,494,991 Top 4% higher than 96% 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 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 403(b) Plan lands in the large band (4,269 participants).
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.
Published 5500 schedule card
Filing strip 440661018 · Truman Medical Center, Inc. D/B/a University Health PY 2023 · Other
University Health 403(b) Plan · $247M · 4,269 · 96th
- EOY $247M
- 5500 4,269
- ASSETS 96th
- PCT Other
- EIN near University of Portland Defined Contribution and Tax Deferred Annuity
- RANK ind #16966
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 Missouri →
University Health 403(b) Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $196M |
|---|---|
| Net Assets (End of Year) | $247M |
| Net Income | $52M |
| Employer EIN | 440661018 |
| Plan Effective Date | 2003-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Truman Medical Center, Inc. D/B/a University Health)
Sponsor-wide plan assets over time
All Truman Medical Center, Inc. D/B/a University Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $394M 15.288252306848008% vs 2022
- 2024 filing year
| 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.
- Washington University Retirement Savings Plan $6.7B · 25,521
- Children's Mercy Hospital Tax-Deferred Annuity Retirement Plan $969M · 8,984
- Saint Louis University 403(b) Annuity Plan $910M · 4,784
- Cox Savings Incentive Plan $836M · 12,220
- Bjc 403(b) Plan $448M · 5,284
University Health 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Missouri, the nearest Other by assets is University of Portland Defined Contribution and Tax Deferred Annuity in OR ($247M); by covered participants it is Goodwill of Central and Southern Indiana Inc. Employee Retirement Savings Plan in IN (4,269 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($247M here).
Similar participant headcount
Nearest other-state filings by covered participants (4,269 participants); asset peers above are excluded.
- Goodwill of Central and Southern Indiana Inc. Employee Retirement Savings Plan (IN) 4,269 · 0 off
- Jefferson Health Northeast 403(b) Plan (PA) 4,232 · 37 off
- Gbmc, Inc. Voluntary 403(b) Plan (MD) 4,231 · 38 off
- University of Dayton Tax Deferred Annuity Plan (OH) 4,308 · 39 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.