Money Purchase · DOL Form 5500 · 2022

University of Louisville Physicians, Inc. Money Purchase Plan

Data updated 2026-08-06

$68M
Total assets: 467
Participants: 90th
Percentile by assets: $146,047
Avg per participant

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.

90th percentile by assets (of 139,258 plans)
#18,445 in Healthcare & Social Assistance (20,087 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.

$68M
total plan assets (2022 EOY): 467
covered participants: 90th
percentile by assets (of 139,258 plans): $146,047
avg assets per participant

State

Kentucky

Industry

Healthcare & Social Assistance

University of Louisville Physicians, Inc. Money Purchase Pension Plan vs the 2022 asset distribution

By assets, University of Louisville Physicians, Inc. Money Purchase Pension Plan outranks 90% of the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.7x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)	$65M
Net Assets (End of Year)	$68M
Net Income	$4M
Employer EIN	273645560
Plan Effective Date	2011-07-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all University of Louisville Physicians, Inc. plans on file

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

UPS/Ipa Defined Contribution Money Purchase Pension Plan $1.9B · 2,162
UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan $478M · 1,722
Plumbers & Steamfitters Local 577 Annuity Plan $16M · 297
Shadwell Farm Retirement Plan $15M · 78
International Alliance of Theatrical & Stage Employees Local 17 Retirement Fund $8M · 60

Compare University of Louisville Physicians, Inc… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to University of Louisville Physicians, Inc. Money Purchase Pension Plan by total assets, not by location.

Penn Mutual Agents Retirement Plan (PA) $68M · 502
IBEW Local #972 Pension Plan and Trust (OH) $69M · 591
Plumbers & Pipefitters Local 94 Retirement Plan (OH) $69M · 1,414
IBEW Local Union 668 Employees Pension Plan (IN) $69M · 582

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 139,258 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).

Next read for University of Louisville Physicians, Inc…

Scale reading

Ways to act on University of Louisville Physicians, Inc. Money Purchase Pension Plan's numbers.

By total assets, University of Louisville Physicians, Inc. Money Purchase Pension Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in Kentucky. Compare plans
University of Louisville Physicians, Inc.'s sponsor-wide assets have grown 85.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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.