Money Purchase · DOL Form 5500 · 2023
University of Louisville Physicians, Inc. Money Purchase Plan
Data updated 2026-08-25
- $89M
- Total assets Below avg plan size
- 404
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $221,168
- Avg per participant Above avg balance/head
Official DOL plan name: University of Louisville Physicians, Inc. Money Purchase Pension Plan · Sponsored by University of Louisville Physicians, Inc. · Kentucky · Healthcare & Social Assistance
$89M in assets, 404 participants
University of Louisville Physicians, Inc.'s University of Louisville Physicians, Inc. Money Purchase Pension Plan reported $89M in total assets and 404 participants in its 2023 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.
- #16,228 in Healthcare & Social Assistance (17,684 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, $89M for 404 participants (~$221,168/participant), up 31.0% in 2023.
- #16,228
- in Healthcare & Social Assistance (17,684 peers)
- +31.0%
- assets growth YoY
- 0.9×
- 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 2023 · DOL Form 5500
$89,351,848 Top 10% higher than 90% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
University of Louisville Physicians, Inc. Money Purchase Pension Plan among mid-size filed plans by headcount
Plan-year 2023 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 (404 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- University of Louisville Physicians, Inc. Money Purchase Pension Plan reported net income rose from $4M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- University of Louisville Physicians, Inc. Money Purchase Pension Plan end-of-year assets rose from $68M in the plan year 2022 filing to $89M in the plan year 2023 filing.
- University of Louisville Physicians, Inc. Money Purchase Pension Plan reported participants fell from 467 in the plan year 2022 filing to 404 in the plan year 2023 filing.
DOL schedule card
Filing strip 273645560 · University of Louisville Physicians, Inc. PY 2023 · Money Purchase
University of Louisville Physicians, Inc. Money Purchase Pension Plan · $89M · 404 · 90th
- EIN $89M
- RANK 404
- PHOTO 90th
- IND Money Purchase
- EOY near Pipe Fitters Local Union No. 120 Annuity Fund
- 5500 ind #16228
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
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $68M |
|---|---|
| Net Assets (End of Year) | $89M |
| Net Income | $21M |
| Employer EIN | 273645560 |
| Plan Effective Date | 2011-07-01 |
| Filing Status | FILING 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
| 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
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 Pipe Fitters Local Union No. 120 Annuity Fund in OH ($89M); by covered participants it is IBEW Local 64 Profit Sharing Plan and Trust in OH (406 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($89M here).
- Pipe Fitters Local Union No. 120 Annuity Fund (OH) $89M · 1,373
- Augustana College Defined Contribution Retirement Plan (IL) $89M · 243
- International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund (TX) $89M · 1,010
- Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research (MA) $89M · 317
Similar participant headcount
Nearest other-state filings by covered participants (404 participants); asset peers above are excluded.
- IBEW Local 64 Profit Sharing Plan and Trust (OH) 406 · 2 off
- National Association of Realtors Pension Plan (IL) 401 · 3 off
- Painters and Allied Trades Local 1959 Retirement Plan (WA) 397 · 7 off
- Amikids, Inc. Money Purchase Pension Plan (FL) 395 · 9 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.