Other · DOL Form 5500 · 2024

University Physicians and Surgeons, Inc. Retirement Plan

Data updated 2026-08-11

$88M
Total assets: 1,228
Participants: 90th
Percentile by assets: $71,937
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

$88M in assets, 1,228 participants

University Physicians and Surgeons, Inc.'s University Physicians and Surgeons, Inc. Retirement Plan reported $88M in total assets and 1,228 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.

90th percentile by assets (of 123,622 plans)
#2,957 in Educational Services (3,638 peers)

Coverage in West Virginia

University Physicians and Surgeons, Inc. Retirement Plan covers 1,228 participants in West Virginia, 2.6x the typical West Virginia plan (state average ~467 per filing). Assets: $88M.

$88M
total plan assets (2024 EOY): 1,228
covered participants: 90th
percentile by assets (of 123,622 plans): $71,937
avg assets per participant

University Physicians and Surgeons, Inc. Retirement Plan reported net income fell from $21M in the plan year 2023 filing to $99K 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 1,228 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.

See the national 2023→2024 release diff →

State

West Virginia

Industry

Educational Services

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 1,228 participants - 2.6x that state average ($88M EOY assets).

West Virginia filing particulars

Total Assets (Beginning of Year)	$88M
Net Assets (End of Year)	$88M
Net Income	$99K
Employer EIN	550564945
Plan Effective Date	1981-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (University Physicians and Surgeons, Inc.)

Total plan assets by year, all University Physicians and Surgeons, Inc. plans on file

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

Compare University Physicians and Surgeons, Inc.… side-by-side with 3 peers →

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.

Springside Chestnut Hill Academy 403(b) Retirement Plan (PA) $88M · 238
Lynn University Defined Contribution Retirement Plan (FL) $88M · 548
Heywood Hospital Employee Retirement Savings Plan (MA) $88M · 1,621
Mid-Pacific Institute 403(b) Retirement Plan (HI) $88M · 216

Frequently Asked Questions

How did University Physicians and Surgeons, Inc. Retirement Plan assets move in 2024? ▼

University Physicians and Surgeons, Inc. Retirement Plan held essentially flat - up 0.1% during 2024, from $88M to $88M. Reported net income was $99K.

How have University Physicians and Surgeons, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), University Physicians and Surgeons, Inc.'s sponsor-wide assets grew 331.1%, from $208M to $895M.

Where does University Physicians and Surgeons, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼

University Physicians and Surgeons, Inc. Retirement Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which Other plans are similar in size to University Physicians and Surgeons, Inc. Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Springside Chestnut Hill Academy 403(b) Retirement Plan in PA ($88M, 238 participants).

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 10% 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

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 550564945.