Other · DOL Form 5500 · 2024

University Physicians and Surgeons, Inc. Retirement Plan

Data updated 2026-08-11

$105M
Total assets
1,402
Participants
91st
Percentile by assets
$75,127
Avg per participant
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Official DOL plan name: University Physicians and Surgeons, Inc. Retirement Plan · Sponsored by University Physicians and Surgeons, Inc. · West Virginia · Educational Services

$105M in assets, 1,402 participants

University Physicians and Surgeons, Inc.'s University Physicians and Surgeons, Inc. Retirement Plan reported $105M in total assets and 1,402 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 123,622 plans)
  • #3,056 in Educational Services (3,638 peers)

Coverage in West Virginia

University Physicians and Surgeons, Inc. Retirement Plan covers 1,402 participants in West Virginia, 3.0x the typical West Virginia plan (state average ~467 per filing). Assets: $105M.

$105M
total plan assets (2024 EOY)
1,402
covered participants
91st
percentile by assets (of 123,622 plans)
$75,127
avg assets per participant

Where University Physicians and Surgeons, Inc. Retirement Plan sits 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

$105,327,791 Top 9% higher than 91% of 123,620 filed plans

This plan $0 $2,010,000,000 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 2024

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 1,402 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 $105M 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 $17M 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 1,402 participants - 3.0x that state average ($105M EOY assets).

West Virginia filing particulars

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$105M
Net Income$17M
Employer EIN550564945
Plan Effective Date1981-10-01
Filing StatusFILING RECEIVED

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

$0M$500M$1,000M 202220232024 $208M $895M ▲ +331.1%
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 Scatter plot of 6 data points. -10000010000200003000040000 00.511.52 Total assets ($B) Participants University Physician…, Total assets ($B): 0.105327791 · Participants: 1402University Physician…West Virginia Univer…, Total assets ($B): 1.752828927 · Participants: 30364West Virginia Univer…Maryland Electrical …, Total assets ($B): 0.329449039 · Participants: 2686Maryland Electrical …West Virginia Univer…, Total assets ($B): 0.327707146 · Participants: 1947West Virginia Univer…Vandalia Health Syst…, Total assets ($B): 0.230408516 · Participants: 0Vandalia Health Syst…Local Union 317 Elec…, Total assets ($B): 0.178946976 · Participants: 763Local Union 317 Elec…
University Physicians and Surgeons, Inc. Retirement Plan vs. nearby Other plans in West Virginia, assets vs. participants
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.

Frequently Asked Questions

How did University Physicians and Surgeons, Inc. Retirement Plan assets move in 2024? ▼
University Physicians and Surgeons, Inc. Retirement Plan grew sharply - up 19.2% during 2024, from $88M to $105M. Reported net income was $17M.
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 91st 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 Art Center College of Design Savings Plan in CA ($105M, 1,516 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.

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.