Other · DOL Form 5500 · 2024
University Physicians and Surgeons, Inc. Retirement Plan
Data updated 2026-08-11
- $74M
- Total assets
- 1,095
- Participants
- 88th
- Percentile by assets
- $67,522
- Avg per participant
Official DOL plan name: University Physicians and Surgeons, Inc. Retirement Plan · Sponsored by University Physicians and Surgeons, Inc. · West Virginia · Educational Services
$74M in assets, 1,095 participants
University Physicians and Surgeons, Inc.'s University Physicians and Surgeons, Inc. Retirement Plan reported $74M in total assets and 1,095 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- 88th percentile by assets (of 123,622 plans)
- #2,855 in Educational Services (3,638 peers)
Coverage in West Virginia
University Physicians and Surgeons, Inc. Retirement Plan covers 1,095 participants in West Virginia, 2.3x the typical West Virginia plan (state average ~467 per filing). Assets: $74M.
- $74M
- total plan assets (2024 EOY)
- 1,095
- covered participants
- 88th
- percentile by assets (of 123,622 plans)
- $67,522
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- University Physicians and Surgeons, Inc. Retirement Plan reported net income fell from $21M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- University Physicians and Surgeons, Inc. Retirement Plan reported participants fell from 2,263 in the plan year 2023 filing to 1,095 in the plan year 2024 filing.
- University Physicians and Surgeons, Inc. Retirement Plan end-of-year assets fell from $149M in the plan year 2023 filing to $74M in the plan year 2024 filing.
Participants vs West Virginia filers
In West Virginia, the average filing covers about 467 participants across 380 plans. University Physicians and Surgeons, Inc. Retirement Plan reports 1,095 participants - 2.3x that state average ($74M EOY assets).
West Virginia filing particulars
| Total Assets (Beginning of Year) | $53M |
|---|---|
| Net Assets (End of Year) | $74M |
| Net Income | $6M |
| Employer EIN | 550564945 |
| Plan Effective Date | 1981-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University Physicians and Surgeons, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,874 | $208M |
| 2023 | 2 | 4,398 | $242M |
| 2024 | 8 | 11,834 | $895M |
Nearby Other Plans in West Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
University Physicians and Surgeons, Inc. Retirement Plan vs. nearby Other plans in West Virginia, assets vs. participants
- West Virginia University Health System 403(b) Retirement Savings Plan $1.8B · 30,364
- Maryland Electrical Industry Severance & Annuity Fund $329M · 2,686
- West Virginia University Medical Corporation 403(b) Plan $328M · 1,947
- Vandalia Health System 403(b) Plan $230M · N/A
- Local Union 317 Electrical Pension Plan $179M · 763
Similar-Sized Other Plans Nationally
Other plans in other states closest to University Physicians and Surgeons, Inc. Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did University Physicians and Surgeons, Inc. Retirement Plan assets move in 2024? ▼
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Next read for University Physicians and Surgeons, Inc.…
Filing takeaways
Ways to act on University Physicians and Surgeons, Inc. Retirement Plan's numbers.
- By total assets, University Physicians and Surgeons, Inc. 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 Other plans in West Virginia. Compare plans
- University Physicians and Surgeons, Inc.'s sponsor-wide assets have grown 331.1% since 2022 across 3 plan years on file. More Educational Services plans