Other · DOL Form 5500 · 2022

University Physicians and Surgeons, Inc. Retirement Plan

Data updated 2026-08-25

$128M
Total assets Near avg plan size
1,498
Participants Near avg headcount
94th
Percentile by assets National rank
$85,157
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

$128M in assets, 1,498 participants

University Physicians and Surgeons, Inc.'s University Physicians and Surgeons, Inc. Retirement Plan reported $128M in total assets and 1,498 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #3,597 in Educational Services (4,024 peers)

Coverage in West Virginia

University Physicians and Surgeons, Inc. Retirement Plan covers 1,498 participants in West Virginia, 3.2x the typical West Virginia plan (state average ~467 per filing). Assets: $128M.

#3,597
in Educational Services (4,024 peers)
-10.5%
assets change YoY
1.3×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2022 · DOL Form 5500

$127,565,556 Top 6% higher than 94% of 139,123 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 2022

University Physicians and Surgeons, Inc. Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 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 (1,498 participants).

DOL schedule card

Filing strip 550564945 · University Physicians and Surgeons, Inc. PY 2022 · Other

University Physicians and Surgeons, Inc. Retirement Plan · $128M · 1,498 · 94th

  • EIN $128M
  • RANK 1,498
  • PHOTO 94th
  • IND Other
  • EOY near Lecom Health 403(b) DC Plan
  • 5500 ind #3597

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

Council on Foreign Relations 403(b) Retirement PlanCouncil on Foreign Relations…$128MUniversity Physicians and Surgeons, Inc. Retirement PlanUniversity Physicians and Su…$128MLecom Health 403(b) DC Plan$128MTrustees of Deerfield Academy Defined Contribution Retirement PlanTrustees of Deerfield Academ…$127MWhittier College 403(b) Plan$127M
End-of-year total assets ($M) among University Physicians and Surgeons, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

West Virginia filing particulars

Total Assets (Beginning of Year)$143M
Net Assets (End of Year)$128M
Net Income-$15M
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. -500005000100001500020000 020040060080010001200 Total assets ($M) Participants University Physicians and Surgeons, Inc. Retirement Plan, Total assets ($M): 127.565556 · Participants: 1498University Physicians and Surgeons, Inc. Retirement PlanWest Virginia University Health System 403(b) Retirement Savings Plan, Total assets ($M): 960.157433 · Participants: 18993West Virginia University Health System 403(b) Retirement Savings PlanWest Virginia University Medical Corporation 403(b) Plan, Total assets ($M): 228.999095 · Participants: 1686West Virginia University Medical Corporation 403(b) PlanLocal Union 317 Electrical Pension Plan, Total assets ($M): 140.039226 · Participants: 746Local Union 317 Electrical Pension PlanMonongalia Health System Retirement and Savings Plan, Total assets ($M): 135.249695 · Participants: 2865Monongalia Health System Retirement and Savings PlanSt. Mary's Medical Center 403(b) Plan, Total assets ($M): 123.948538 · Participants: 3427St. Mary's Medical Center 403(b) 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 Lecom Health 403(b) DC Plan in PA ($128M); by covered participants it is Harrington Memorial Hospital 403(b) Savings Plan in MA (1,501 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($128M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,498 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. 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 2022? ▼
University Physicians and Surgeons, Inc. Retirement Plan pulled back noticeably - down 10.5% during 2022, from $143M to $128M. Reported net income was -$15M.
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 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (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 Lecom Health 403(b) DC Plan in PA ($128M, 1,798 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 Harrington Memorial Hospital 403(b) Savings Plan in MA (1,501 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

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.