Other · DOL Form 5500 · 2024
University Physicians and Surgeons, Inc. Retirement Plan
Data updated 2026-08-25
- $88M
- Total assets Below avg plan size
- 1,151
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $76,663
- Avg per participant Below avg balance/head
Official DOL plan name: University Physicians and Surgeons, Inc. Retirement Plan · Sponsored by University Physicians and Surgeons, Inc. · West Virginia · Educational Services
$88M in assets, 1,151 participants
University Physicians and Surgeons, Inc.'s University Physicians and Surgeons, Inc. Retirement Plan reported $88M in total assets and 1,151 participants in its 2024 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.
- #2,956 in Educational Services (3,638 peers)
Coverage in West Virginia
University Physicians and Surgeons, Inc. Retirement Plan covers 1,151 participants in West Virginia, 2.5x the typical West Virginia plan (state average ~467 per filing). Assets: $88M.
- #2,956
- in Educational Services (3,638 peers)
- +19.3%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
University Physicians and Surgeons, Inc. Retirement Plan's outsized position by total assets
University Physicians and Surgeons, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$88,239,435 Top 10% higher than 90% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
University Physicians and Surgeons, Inc. Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University Physicians and Surgeons, Inc. Retirement Plan lands in the large band (1,151 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- University Physicians and Surgeons, Inc. Retirement Plan reported participants fell from 2,263 in the plan year 2023 filing to 1,151 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 $88M in the plan year 2024 filing.
- University Physicians and Surgeons, Inc. Retirement Plan reported net income fell from $21M in the plan year 2023 filing to $14M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 550564945 · University Physicians and Surgeons, Inc. PY 2024 · Other
University Physicians and Surgeons, Inc. Retirement Plan · $88M · 1,151 · 90th
- PHOTO $88M
- PHOTO 1,151
- PHOTO 90th
- PHOTO Other
- PHOTO near Heywood Hospital Employee Retirement Savings Plan
- PHOTO ind #2956
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 and Surgeons, Inc. Retirement Plan in the asset neighbourhood
West Virginia filing particulars
| Total Assets (Beginning of Year) | $74M |
|---|---|
| Net Assets (End of Year) | $88M |
| Net Income | $14M |
| Employer EIN | 550564945 |
| Plan Effective Date | 1981-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University Physicians and Surgeons, Inc.)
Sponsor-wide plan assets over time
All University Physicians and 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 Other Plans in West Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
University Physicians and Surgeons, Inc. Retirement Plan's out-of-state Other peers by assets and headcount
Outside West Virginia, the nearest Other by assets is Heywood Hospital Employee Retirement Savings Plan in MA ($88M); by covered participants it is Regional Enterprises, Inc. 403(b) Plan in WI (1,151 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($88M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,151 participants); asset peers above are excluded.
- Regional Enterprises, Inc. 403(b) Plan (WI) 1,151 · 0 off
- Lifesouth 403(b) Plan (FL) 1,150 · 1 off
- Oaklawn Tax Sheltered Annuity Plan (MI) 1,149 · 2 off
- Shore Health System, Inc. 401(k) Plan (MD) 1,154 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.