Profit Sharing · DOL Form 5500 · 2023
University Physician Group Profit Sharing Plan
Data updated 2026-08-11
- $52M
- Total assets
- 326
- Participants
- 86th
- Percentile by assets
- $158,579
- Avg per participant
Official DOL plan name: University Physician Group 401(a) Retirement Plan · Sponsored by University Physician Group · Michigan · Healthcare & Social Assistance
$52M in assets, 326 participants
University Physician Group's University Physician Group 401(a) Retirement Plan reported $52M in total assets and 326 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- 86th percentile by assets (of 127,072 plans)
- #15,562 in Healthcare & Social Assistance (17,684 peers)
Where University Physician Group 401(a) Retirement Plan sits by assets
University Physician Group 401(a) Retirement Plan sits in the top quartile of all filed plans by assets, $52M for 326 participants (~$158,579/participant), up 6.6% in 2023.
- $52M
- total plan assets (2023 EOY)
- 326
- covered participants
- 86th
- percentile by assets (of 127,072 plans)
- $158,579
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- University Physician Group 401(a) Retirement Plan reported net income rose from -$14M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- University Physician Group 401(a) Retirement Plan end-of-year assets rose from $49M in the plan year 2022 filing to $52M in the plan year 2023 filing.
- University Physician Group 401(a) Retirement Plan reported participants fell from 344 in the plan year 2022 filing to 326 in the plan year 2023 filing.
University Physician Group 401(a) Retirement Plan vs the 2023 asset distribution
By assets, University Physician Group 401(a) Retirement Plan outranks 86% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $49M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | $3M |
| Employer EIN | 383474766 |
| Plan Effective Date | 2006-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University Physician Group)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,010 | $120M |
| 2023 | 2 | 987 | $138M |
| 2024 | 2 | 976 | $157M |
Nearby Profit Sharing Plans in Michigan
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
University Physician Group 401(a) Retirement Plan vs. nearby Profit Sharing plans in Michigan, assets vs. participants
- Henry Ford Health System Retirement Savings Plan $1.7B · 14,349
- Construction Industry Retirement Fund of Rockford $564M · 10,685
- Ohio Carpenters' Annuity Plan $410M · 9,314
- Hemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan $288M · 1,404
- NECA-IBEW Memphis Retirement Plan $213M · 2,389
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to University Physician Group 401(a) Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did University Physician Group 401(a) Retirement Plan assets move in 2023? ▼
How have University Physician Group plan assets changed over time? ▼
Where does University Physician Group 401(a) Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to University Physician Group 401(a) Retirement Plan? ▼
Next read for University Physician Group 401(a) Retire…
Scale reading
Ways to act on University Physician Group 401(a) Retirement Plan's numbers.
- By total assets, University Physician Group 401(a) Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Michigan. Compare plans
- University Physician Group's sponsor-wide assets have grown 31.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans