401(k)
2023 plan-year 401(k) DOL Form 5500

UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN

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

UNIVERSITY OF LOUISVILLE PHYSICIANS, INC.

This 401(k) plan holds $113M in total assets and serves 2,283 participants as of 2023. It is sponsored by UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. in Kentucky. The plan reported positive net income of $35M for the year.

Total Assets (2023)
$113M
Participants
2,283
State
Industry
Healthcare & Social Assistance

What the Filing Says About UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN

UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN is a 401(k) retirement plan sponsored by UNIVERSITY OF LOUISVILLE PHYSICIANS, INC., headquartered in Kentucky. As of the 2023 Form 5500 filing, the plan reports $113M in total end-of-year assets and covers 2,283 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 273645560, and the plan has been effective since 2011-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $78M at the beginning of 2023 to $113M at year-end — a gain of 44.4%. Net assets (after liabilities) closed the year at $113M, with reported net income of $35M 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)$78M
Total Assets (End of Year)$113M
Net Assets (End of Year)$113M
Net Income$35M
Plan Type401(k)
Employer EIN273645560
Plan Effective Date2011-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (UNIVERSITY OF LOUISVILLE PHYSICIANS, INC.)

Year Plans Participants Total Assets
2022 2 2,447 $147M
2023 2 2,687 $203M
2024 2 3,479 $272M

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Frequently Asked Questions

How much money is in the UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN?
As of the 2023 Form 5500 filing, UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN holds $113M in total assets with 2,283 participants. It is sponsored by UNIVERSITY OF LOUISVILLE PHYSICIANS, INC..
What type of plan is UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN?
UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN is a 401(k) plan. It has been effective since 2011-07-01. The plan is filed with the U.S. Department of Labor under EIN 273645560.
Who sponsors the UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN?
UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN is sponsored by UNIVERSITY OF LOUISVILLE PHYSICIANS, INC., located in Kentucky. The sponsor's EIN is 273645560 and the plan operates in the Healthcare & Social Assistance industry.
How did UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN perform in 2023?
UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN grew by 44.4% during 2023, moving from $78M to $113M in total assets. Net income was $35M.
Where can I find official filings for UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN?
Official Form 5500 filings for UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 273645560 or plan name at efast.dol.gov.
How does UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN compare to other plans?
You can compare UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN against other 401(k) plans on the plan type page, or view plans in Kentucky 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 273645560.

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.