Other · DOL Form 5500 · 2024

University Physicians and Surgeons, Inc. Retirement Plan

Data updated 2026-08-25

$123M
Total assets Near avg plan size
1,294
Participants Near avg headcount
92nd
Percentile by assets National rank
$95,229
Avg per participant Below avg balance/head
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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

$123M in assets, 1,294 participants

University Physicians and Surgeons, Inc.'s University Physicians and Surgeons, Inc. Retirement Plan reported $123M in total assets and 1,294 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #3,124 in Educational Services (3,638 peers)

Coverage in West Virginia

University Physicians and Surgeons, Inc. Retirement Plan covers 1,294 participants in West Virginia, 2.8x the typical West Virginia plan (state average ~467 per filing). Assets: $123M.

#3,124
in Educational Services (3,638 peers)
+17.0%
assets growth YoY
1.2×
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

$123,225,808 Top 8% higher than 92% of 123,620 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 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 (1,294 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 1,294 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 $123M 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 $18M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 550564945 · University Physicians and Surgeons, Inc. PY 2024 · Other

University Physicians and Surgeons, Inc. Retirement Plan · $123M · 1,294 · 92nd

  • PHOTO $123M
  • IND 1,294
  • EOY 92nd
  • 5500 Other
  • ASSETS near Electricians Annuity Fund Local 81
  • PCT ind #3124

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

University Physicians and Surgeons, Inc. Retirement PlanUniversity Physicians and Su…$123MElectricians Annuity Fund Local 81Electricians Annuity Fund Lo…$123MLovelace Biomedical Research Institute Tda and DC PlanLovelace Biomedical Research…$123MManhattanville College 403(b) Retirement PlanManhattanville College 403(b…$123MPediatric Academic Association, Inc. 403(b) Tax-Sheltered Annuity PlanPediatric Academic Associati…$123M
End-of-year total assets ($M) among University Physicians and Surgeons, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

West Virginia filing particulars

Total Assets (Beginning of Year)$105M
Net Assets (End of Year)$123M
Net Income$18M
Employer EIN550564945
Plan Effective Date1981-10-01
Filing StatusFILING 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
$0M$500M$1,000M 202220232024 $208M $895M ▲ +331.1%
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 ($B) Participants University Physicians and Surgeons, Inc. Retirement Plan, Total assets ($B): 0.123225808 · Participants: 1294University Physicians and Surgeons, Inc. Retirement PlanWest Virginia University Health System 403(b) Retirement Savings Plan, Total assets ($B): 1.752828927 · Participants: 30364West Virginia University Health System 403(b) Retirement Savings PlanMaryland Electrical Industry Severance & Annuity Fund, Total assets ($B): 0.329449039 · Participants: 2686Maryland Electrical Industry Severance & Annuity FundWest Virginia University Medical Corporation 403(b) Plan, Total assets ($B): 0.327707146 · Participants: 1947West Virginia University Medical Corporation 403(b) PlanVandalia Health System 403(b) Plan, Total assets ($B): 0.230408516 · Participants: 0Vandalia Health System 403(b) PlanLocal Union 317 Electrical Pension Plan, Total assets ($B): 0.178946976 · Participants: 763Local Union 317 Electrical Pension Plan
University Physicians and Surgeons, Inc. Retirement Plan vs. nearby Other plans in West Virginia, assets vs. participants
Compare University Physicians and Surgeons, Inc. Retirement Plan side-by-side with 3 peers →

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 Electricians Annuity Fund Local 81 in PA ($123M); by covered participants it is Wellesley College 403(b) Retirement Plan in MA (1,294 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,294 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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 17.0% during 2024, from $105M to $123M. Reported net income was $18M.
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 92nd 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 Electricians Annuity Fund Local 81 in PA ($123M, 508 participants).
Which Other plans cover a similar participant headcount to University Physicians and Surgeons, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Wellesley College 403(b) Retirement Plan in MA (1,294 participants, $787M in assets).

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.