UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN

Reviewed byPlainRetire Editorial, Retirement Plans Editorial Team · June 3, 2026

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

UNIVERSITY OF LOUISVILLE PHYSICIANS, INC.

This Money Purchase plan holds $89M in total assets and serves 404 participants as of 2023. It is sponsored by UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. in Kentucky. The plan reported positive net income of $21M for the year.

Total Assets (2023)

$89M

Participants

404

State

Kentucky

Industry

Healthcare & Social Assistance

What the Filing Says About UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN

UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN is a Money Purchase retirement plan sponsored by UNIVERSITY OF LOUISVILLE PHYSICIANS, INC., headquartered in Kentucky. As of the 2023 Form 5500 filing, the plan reports $89M in total end-of-year assets and covers 404 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 $68M at the beginning of 2023 to $89M at year-end — a gain of 31.0%. Net assets (after liabilities) closed the year at $89M, with reported net income of $21M 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)	$68M
Total Assets (End of Year)	$89M
Net Assets (End of Year)	$89M
Net Income	$21M
Plan Type	Money Purchase
Employer EIN	273645560
Plan Effective Date	2011-07-01
Filing Status	FILING 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

Nearby Money Purchase Plans in Kentucky

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

UPS/IPA DEFINED CONTRIBUTION MONEY PURCHASE PENSION PLAN $2.2B · 2,143
UPS/IBT LOCAL 2727 DEFINED CONTRIBUTION MONEY PURCHASE PENSION PLAN $550M · 1,810
PLUMBERS & STEAMFITTERS LOCAL 577 ANNUITY PLAN $20M · 344
PLUMBERS & STEAMFITTERS LOCAL 248 ANNUITY PLAN $11M · 291
BRICKLAYERS & ALLIED CRAFTSMEN LOCAL UNION NO. 7 RETIREMENT PLAN $8M · 65

Compare UNIVERSITY OF LOUISVILLE PHYSICIANS, INC… side-by-side with 3 peers →

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Frequently Asked Questions

How much money is in the UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN? ▼

As of the 2023 Form 5500 filing, UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN holds $89M in total assets with 404 participants. It is sponsored by UNIVERSITY OF LOUISVILLE PHYSICIANS, INC..

What type of plan is UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN? ▼

UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN is a Money Purchase 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. MONEY PURCHASE PENSION PLAN? ▼

UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. MONEY PURCHASE PENSION 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. MONEY PURCHASE PENSION PLAN perform in 2023? ▼

UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN grew by 31.0% during 2023, moving from $68M to $89M in total assets. Net income was $21M.

Where can I find official filings for UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN? ▼

Official Form 5500 filings for UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. MONEY PURCHASE PENSION 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. MONEY PURCHASE PENSION PLAN compare to other plans? ▼

You can compare UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN against other Money Purchase 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.