Other · DOL Form 5500 · 2023

University Physician Group Retirement Plan

Data updated 2026-08-25

$86M
Total assets Below avg plan size
661
Participants Below avg headcount
90th
Percentile by assets National rank
$130,641
Avg per participant Near avg balance/head
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Official DOL plan name: University Physician Group 403b Retirement Plan · Sponsored by University Physician Group · Michigan · Healthcare & Social Assistance

$86M in assets, 661 participants

University Physician Group's University Physician Group 403b Retirement Plan reported $86M in total assets and 661 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.

  • #16,186 in Healthcare & Social Assistance (17,684 peers)

Where University Physician Group 403b Retirement Plan sits by assets

University Physician Group 403b Retirement Plan sits in the top 10% of all filed plans by assets, $86M for 661 participants (~$130,641/participant), up 21.5% in 2023.

#16,186
in Healthcare & Social Assistance (17,684 peers)
+21.5%
assets growth YoY
0.9×
vs typical plan assets (national mean)

University Physician Group 403b Retirement Plan's outsized position by total assets

University Physician Group 403b Retirement Plan vs every filed plan by assets

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

$86,353,381 Top 10% higher than 90% 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

University Physician Group 403b 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. University Physician Group 403b Retirement Plan sits mid-pack in the medium band (661 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • University Physician Group 403b Retirement Plan reported net income rose from -$10M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • University Physician Group 403b Retirement Plan end-of-year assets rose from $71M in the plan year 2022 filing to $86M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 383474766 · University Physician Group PY 2023 · Other

University Physician Group 403b Retirement Plan · $86M · 661 · 90th

  • BOY $86M
  • BOY 661
  • BOY 90th
  • BOY Other
  • BOY near Meredith College Retirement Plan
  • BOY ind #16186

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 Michigan →

University Physician Group 403b Retirement Plan in the asset neighbourhood

California Academy of Sciences Defined Contribution PlanCalifornia Academy of Scienc…$87MWhitworth University Retirement PlanWhitworth University Retirem…$87MMeredith College Retirement PlanMeredith College Retirement …$86MUniversity Physician Group 403b Retirement PlanUniversity Physician Group 4…$86MDelaware Valley University DC PlanDelaware Valley University D…$86M
End-of-year total assets ($M) among University Physician Group 403b Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$86M
Net Income$15M
Employer EIN383474766
Plan Effective Date2006-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University Physician Group)

Sponsor-wide plan assets over time

All University Physician Group plans reported in each filing year

Latest sponsor-wide plan assets
$157M 31.586497089050823% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $120M $157M ▲ +31.6%
Year Plans Participants Total Assets
2022 2 1,010 $120M
2023 2 987 $138M
2024 2 976 $157M

Nearby Other Plans in Michigan

Peer Other plans, same state, same plan type, ranked by total assets.

University Physician Group 403b Retirement Plan vs. nearby Other plans in Michigan, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants University Physician Group 403b Retirement Plan, Total assets ($B): 0.086353381 · Participants: 661University Physician Group 403b Retirement PlanFca US LLC Salaried Employees' Savings Plan, Total assets ($B): 4.820440935 · Participants: 16630Fca US LLC Salaried Employees' Savings PlanFca US LLC UAW Savings Plan, Total assets ($B): 4.690971139 · Participants: 49473Fca US LLC UAW Savings PlanBeaumont Health 403(b) Retirement Savings Plan, Total assets ($B): 2.628827189 · Participants: 33717Beaumont Health 403(b) Retirement Savings PlanHenry Ford Health System Heritage 403(b) Plan, Total assets ($B): 1.284257295 · Participants: 15298Henry Ford Health System Heritage 403(b) PlanBronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan, Total assets ($B): 1.034484808 · Participants: 8357Bronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan
University Physician Group 403b Retirement Plan vs. nearby Other plans in Michigan, assets vs. participants
Compare University Physician Group 403b Retirement Plan side-by-side with 3 peers →

University Physician Group 403b Retirement Plan's out-of-state Other peers by assets and headcount

Outside Michigan, the nearest Other by assets is Meredith College Retirement Plan in NC ($86M); by covered participants it is Connecticut College Defined Contribution and Tda Retirement Plan in CT (661 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($86M here).

Similar participant headcount

Nearest other-state filings by covered participants (661 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 University Physician Group 403b Retirement Plan assets move in 2023? ▼
University Physician Group 403b Retirement Plan grew sharply - up 21.5% during 2023, from $71M to $86M. Reported net income was $15M.
How have University Physician Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University Physician Group's sponsor-wide assets grew 31.6%, from $120M to $157M.
Where does University Physician Group 403b Retirement Plan rank by assets among Form 5500 filers? ▼
University Physician Group 403b Retirement Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to University Physician Group 403b Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Meredith College Retirement Plan in NC ($86M, 420 participants).
Which Other plans cover a similar participant headcount to University Physician Group 403b Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Connecticut College Defined Contribution and Tda Retirement Plan in CT (661 participants, $288M 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 383474766.

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.