Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. VIP PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

UNIVERSITY NEUROSURGICAL ASSOCIATES P.C.

This Defined Benefit (Pension) plan holds $12M in total assets and serves 143 participants as of 2023. It is sponsored by UNIVERSITY NEUROSURGICAL ASSOCIATES P.C. in Michigan. The plan reported a net loss of $2M for the year.

Total Assets (2023)
$12M
Participants
143
State
Industry
Healthcare & Social Assistance

What the Filing Says About UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. VIP PLAN

UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. VIP PLAN is a Defined Benefit (Pension) retirement plan sponsored by UNIVERSITY NEUROSURGICAL ASSOCIATES P.C., headquartered in Michigan. As of the 2023 Form 5500 filing, the plan reports $12M in total end-of-year assets and covers 143 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 382376857, and the plan has been effective since 2014-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $14M at the beginning of 2023 to $12M at year-end — a decline of 11.7%. Net assets (after liabilities) closed the year at $12M, with reported net income of $-1,630,800 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$14M
Total Assets (End of Year)$12M
Net Assets (End of Year)$12M
Net Income$-1,630,800
Plan TypeDefined Benefit (Pension)
Employer EIN382376857
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (UNIVERSITY NEUROSURGICAL ASSOCIATES P.C.)

Year Plans Participants Total Assets
2022 2 334 $42M
2023 2 307 $43M
2024 2 231 $41M

Nearby Defined Benefit (Pension) Plans in Michigan

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. VIP PLAN?
As of the 2023 Form 5500 filing, UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. VIP PLAN holds $12M in total assets with 143 participants. It is sponsored by UNIVERSITY NEUROSURGICAL ASSOCIATES P.C..
What type of plan is UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. VIP PLAN?
UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. VIP PLAN is a Defined Benefit (Pension) plan. It has been effective since 2014-01-01. The plan is filed with the U.S. Department of Labor under EIN 382376857.
Who sponsors the UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. VIP PLAN?
UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. VIP PLAN is sponsored by UNIVERSITY NEUROSURGICAL ASSOCIATES P.C., located in Michigan. The sponsor's EIN is 382376857 and the plan operates in the Healthcare & Social Assistance industry.
How did UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. VIP PLAN perform in 2023?
UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. VIP PLAN declined by 11.7% during 2023, moving from $14M to $12M in total assets. Net income was $-1,630,800.
Where can I find official filings for UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. VIP PLAN?
Official Form 5500 filings for UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. VIP PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 382376857 or plan name at efast.dol.gov.
How does UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. VIP PLAN compare to other plans?
You can compare UNIVERSITY NEUROSURGICAL ASSOCIATES, P.C. VIP PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in Michigan on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 382376857.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.