Money Purchase · DOL Form 5500 · 2023
University Physicians & Surgeons, Inc. Money Purchase Plan
Data updated 2026-08-25
- $93M
- Total assets Below avg plan size
- 2,135
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $43,749
- Avg per participant Low balance/head
Official DOL plan name: University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan · Sponsored by University Physicians & Surgeons, Inc. · West Virginia · Educational Services
$93M in assets, 2,135 participants
University Physicians & Surgeons, Inc.'s University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan reported $93M in total assets and 2,135 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #3,137 in Educational Services (3,735 peers)
Coverage in West Virginia
University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan covers 2,135 participants in West Virginia, 4.6x the typical West Virginia plan (state average ~467 per filing). Assets: $93M.
- #3,137
- in Educational Services (3,735 peers)
- +16.6%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan's outsized position by total assets
University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$93,403,170 Top 9% higher than 91% 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 Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan lands in the large band (2,135 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan reported net income rose from -$10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan reported participants rose from 1,376 in the plan year 2022 filing to 2,135 in the plan year 2023 filing.
- University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan end-of-year assets rose from $80M in the plan year 2022 filing to $93M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 550564945 · University Physicians & Surgeons, Inc. PY 2023 · Money Purchase
University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan · $93M · 2,135 · 91st
- PART $93M
- TYPE 2,135
- NET 91st
- BOOK Money Purchase
- VS-ST near The J. David Gladstone Institutes Money Purchase Pension Plan
- BOY ind #3137
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 Educational Services retirement plans → · Plans in West Virginia →
University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan in the asset neighbourhood
West Virginia filing particulars
| Total Assets (Beginning of Year) | $80M |
|---|---|
| Net Assets (End of Year) | $93M |
| Net Income | $13M |
| Employer EIN | 550564945 |
| Plan Effective Date | 1996-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University Physicians & Surgeons, Inc.)
Sponsor-wide plan assets over time
All University Physicians & Surgeons, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $895M 331.0985557504616% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,874 | $208M |
| 2023 | 2 | 4,398 | $242M |
| 2024 | 8 | 11,834 | $895M |
Nearby Money Purchase Plans in West Virginia
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- West Virginia University Medical Corporation Retirement Plan $344M · 1,771
- Plumbers & Pipefitters Local 152 Retirement Annuit $69M · 3,075
- IBEW Local 968 Pension Fund $68M · 350
- West Virginia University Medical Corp. Charleston Division Retirement Plan $58M · 167
- Plumbers & Steamfitters Local 565 Pension Plan $32M · 559
University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside West Virginia, the nearest Money Purchase by assets is The J. David Gladstone Institutes Money Purchase Pension Plan in CA ($92M); by covered participants it is Money Purchase Pension Plan of Wake Forest University Health Sciences in NC (2,131 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($93M here).
- The J. David Gladstone Institutes Money Purchase Pension Plan (CA) $92M · 392
- Lifelink Foundation, Inc. Retirement Plan (FL) $95M · 476
- Ncaa Retirement Plan (IN) $91M · 554
- Gas Technology Institute Retirement Plan (IL) $96M · 274
Similar participant headcount
Nearest other-state filings by covered participants (2,135 participants); asset peers above are excluded.
- Money Purchase Pension Plan of Wake Forest University Health Sciences (NC) 2,131 · 4 off
- Cement Masons' Local 502 and Plasterers' Area 5 an (IL) 2,127 · 8 off
- UPS/Ipa Defined Contribution Money Purchase Pension Plan (KY) 2,143 · 8 off
- Noblis, Inc. Qualified Retirement Plan (VA) 2,122 · 13 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.