Money Purchase · DOL Form 5500 · 2022

University of Louisville Physicians, Inc. Money Purchase Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
467
Participants Below avg headcount
90th
Percentile by assets National rank
$146,047
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: University of Louisville Physicians, Inc. Money Purchase Pension Plan · Sponsored by University of Louisville Physicians, Inc. · Kentucky · Healthcare & Social Assistance

$68M in assets, 467 participants

University of Louisville Physicians, Inc.'s University of Louisville Physicians, Inc. Money Purchase Pension Plan reported $68M in total assets and 467 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,421 in Healthcare & Social Assistance (20,060 peers)

Where University of Louisville Physicians, Inc. Money Purchase Pension Plan sits by assets

University of Louisville Physicians, Inc. Money Purchase Pension Plan sits in the top 10% of all filed plans by assets, $68M for 467 participants (~$146,047/participant), up 5.6% in 2022.

#18,421
in Healthcare & Social Assistance (20,060 peers)
+5.6%
assets growth YoY
0.7×
vs typical plan assets (national mean)

University of Louisville Physicians, Inc. Money Purchase Pension Plan's outsized position by total assets

University of Louisville Physicians, Inc. Money Purchase Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$68,204,058 Top 10% higher than 90% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

University of Louisville Physicians, Inc. Money Purchase Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University of Louisville Physicians, Inc. Money Purchase Pension Plan sits mid-pack in the medium band (467 participants).

Plan-year Form 5500 strip

Filing strip 273645560 · University of Louisville Physicians, Inc. PY 2022 · Money Purchase

University of Louisville Physicians, Inc. Money Purchase Pension Plan · $68M · 467 · 90th

  • IND $68M
  • EOY 467
  • 5500 90th
  • ASSETS Money Purchase
  • PCT near Penn Mutual Agents Retirement Plan
  • EIN ind #18421

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 Kentucky →

University of Louisville Physicians, Inc. Money Purchase Pension Plan in the asset neighbourhood

IBEW Local Union 668 Employees Pension PlanIBEW Local Union 668 Employe…$69MPlumbers & Pipefitters Local 94 Retirement PlanPlumbers & Pipefitters Local…$69MIBEW Local #972 Pension Plan and TrustIBEW Local #972 Pension Plan…$69MUniversity of Louisville Physicians, Inc. Money Purchase Pension PlanUniversity of Louisville Phy…$68MPenn Mutual Agents Retirement PlanPenn Mutual Agents Retiremen…$68M
End-of-year total assets ($M) among University of Louisville Physicians, Inc. Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$68M
Net Income$4M
Employer EIN273645560
Plan Effective Date2011-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of Louisville Physicians, Inc.)

Sponsor-wide plan assets over time

All University of Louisville Physicians, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$272M 85.79424257191754% vs 2022
2024 filing year
$100M$150M$200M$250M$300M 202220232024 $147M $272M ▲ +85.8%
Year Plans Participants Total Assets
2022 2 2,447 $147M
2023 2 2,687 $203M
2024 2 3,479 $272M

Nearby Money Purchase Plans in Kentucky

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

University of Louisville Physicians, Inc. Money Purchase Pension Plan vs. nearby Money Purchase plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -0.500.511.522.5 Total assets ($B) Participants University of Louisville Physicians, Inc. Money Purchase Pension Plan, Total assets ($B): 0.068204058 · Participants: 467University of Louisville Physicians, Inc. Money Purchase Pension PlanUPS/Ipa Defined Contribution Money Purchase Pension Plan, Total assets ($B): 1.922732067 · Participants: 2162UPS/Ipa Defined Contribution Money Purchase Pension PlanUPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan, Total assets ($B): 0.477910432 · Participants: 1722UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension PlanPlumbers & Steamfitters Local 577 Annuity Plan, Total assets ($B): 0.015837909 · Participants: 297Plumbers & Steamfitters Local 577 Annuity PlanShadwell Farm Retirement Plan, Total assets ($B): 0.015019607 · Participants: 78Shadwell Farm Retirement PlanInternational Alliance of Theatrical & Stage Employees Local 17 Retirement Fund, Total assets ($B): 0.008201312 · Participants: 60International Alliance of Theatrical & Stage Employees Local 17 Retirement Fund
University of Louisville Physicians, Inc. Money Purchase Pension Plan vs. nearby Money Purchase plans in Kentucky, assets vs. participants
Compare University of Louisville Physicians, Inc. Money Purchase Pension Plan side-by-side with 3 peers →

University of Louisville Physicians, Inc. Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Kentucky, the nearest Money Purchase by assets is Penn Mutual Agents Retirement Plan in PA ($68M); by covered participants it is Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust in MT (465 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($68M here).

Similar participant headcount

Nearest other-state filings by covered participants (467 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did University of Louisville Physicians, Inc. Money Purchase Pension Plan assets move in 2022? ▼
University of Louisville Physicians, Inc. Money Purchase Pension Plan grew at a solid clip - up 5.6% during 2022, from $65M to $68M. Reported net income was $4M.
How have University of Louisville Physicians, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of Louisville Physicians, Inc.'s sponsor-wide assets grew 85.8%, from $147M to $272M.
Where does University of Louisville Physicians, Inc. Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
University of Louisville Physicians, Inc. Money Purchase Pension Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to University of Louisville Physicians, Inc. Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Penn Mutual Agents Retirement Plan in PA ($68M, 502 participants).
Which Money Purchase plans cover a similar participant headcount to University of Louisville Physicians, Inc. Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust in MT (465 participants, $14M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 273645560.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.