401(k) · DOL Form 5500 · 2023

Union Associated Physicians Clinic, LLC 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
668
Participants Below avg headcount
87th
Percentile by assets National rank
$89,847
Avg per participant Below avg balance/head
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Official DOL plan name: Uap Clinic Retirement Plan · Sponsored by Union Associated Physicians Clinic, LLC · Indiana · Healthcare & Social Assistance

$60M in assets, 668 participants

Union Associated Physicians Clinic, LLC's Uap Clinic Retirement Plan reported $60M in total assets and 668 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,779 in Healthcare & Social Assistance (17,684 peers)

Where Uap Clinic Retirement Plan sits by assets

Uap Clinic Retirement Plan sits in the top quartile of all filed plans by assets, $60M for 668 participants (~$89,847/participant), up 9.4% in 2023.

#15,779
in Healthcare & Social Assistance (17,684 peers)
+9.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Uap Clinic Retirement Plan's outsized position by total assets

Uap Clinic Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$60,017,573 Top 13% higher than 87% of 127,068 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 2023

Uap Clinic Retirement 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. Uap Clinic Retirement Plan sits mid-pack in the medium band (668 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Uap Clinic Retirement Plan reported net income rose from -$20M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Uap Clinic Retirement Plan end-of-year assets rose from $55M in the plan year 2022 filing to $60M in the plan year 2023 filing.
  • Uap Clinic Retirement Plan reported participants fell from 714 in the plan year 2022 filing to 668 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 270581401 · Union Associated Physicians Clinic, LLC PY 2023 · 401(k)

Uap Clinic Retirement Plan · $60M · 668 · 87th

  • BOOK $60M
  • BOOK 668
  • BOOK 87th
  • BOOK 401(k)
  • BOOK near International Union of Operating Engineers Local 324 Retirement Trust Fund
  • BOOK ind #15779

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 Indiana →

Uap Clinic Retirement Plan in the asset neighbourhood

Uap Clinic Retirement Plan$60MInternational Union of Operating Engineers Local 324 Retirement Trust FundInternational Union of Opera…$60MRallye Motor Company 401(k) PlanRallye Motor Company 401(k) …$60MLiebert Cassidy Whitmore Profit Sharing/401(k) Plan and TrustLiebert Cassidy Whitmore Pro…$60MKravet Inc. 401(k) Savings and Profit Sharing PlanKravet Inc. 401(k) Savings a…$60M
End-of-year total assets ($M) among Uap Clinic Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$60M
Net Income$5M
Employer EIN270581401
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Union Associated Physicians Clinic, LLC)

Sponsor-wide plan assets over time

All Union Associated Physicians Clinic, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$61M 11.55239239915623% vs 2022
2024 filing year
$54M$56M$58M$60M$62M 202220232024 $54.9M $61.2M ▲ +11.6%
Year Plans Participants Total Assets
2022 1 714 $55M
2023 1 668 $60M
2024 1 636 $61M

Nearby 401(k) Plans in Indiana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Uap Clinic Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Uap Clinic Retirement Plan, Total assets ($B): 0.060017573 · Participants: 668Uap Clinic Retirement PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Uap Clinic Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Uap Clinic Retirement Plan side-by-side with 3 peers →

Uap Clinic Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is International Union of Operating Engineers Local 324 Retirement Trust Fund in MI ($60M); by covered participants it is Millis Transfer 401(k) Savings Plan in WI (668 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (668 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Uap Clinic Retirement Plan assets move in 2023? ▼
Uap Clinic Retirement Plan grew at a solid clip - up 9.4% during 2023, from $55M to $60M. Reported net income was $5M.
How have Union Associated Physicians Clinic, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union Associated Physicians Clinic, LLC's sponsor-wide assets grew 11.6%, from $55M to $61M.
Where does Uap Clinic Retirement Plan rank by assets among Form 5500 filers? ▼
Uap Clinic Retirement Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Uap Clinic Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is International Union of Operating Engineers Local 324 Retirement Trust Fund in MI ($60M, 1,672 participants).
Which 401(k) plans cover a similar participant headcount to Uap Clinic Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Millis Transfer 401(k) Savings Plan in WI (668 participants, $28M in assets).

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 270581401.

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.