Other · DOL Form 5500 · 2023
University Physicians & Surgeons, Inc. Retirement Plan
Data updated 2026-08-25
- $149M
- Total assets Near avg plan size
- 2,263
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $65,735
- Avg per participant Below avg balance/head
Official DOL plan name: University Physicians and Surgeons, Inc. Retirement Plan · Sponsored by University Physicians & Surgeons, Inc. · West Virginia · Educational Services
$149M in assets, 2,263 participants
University Physicians & Surgeons, Inc.'s University Physicians and Surgeons, Inc. Retirement Plan reported $149M in total assets and 2,263 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #3,322 in Educational Services (3,735 peers)
Coverage in West Virginia
University Physicians and Surgeons, Inc. Retirement Plan covers 2,263 participants in West Virginia, 4.8x the typical West Virginia plan (state average ~467 per filing). Assets: $149M.
- #3,322
- in Educational Services (3,735 peers)
- +16.6%
- assets growth YoY
- 1.5×
- 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 2023 · DOL Form 5500
$148,758,563 Top 7% higher than 93% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
University Physicians and Surgeons, Inc. Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 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 (2,263 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- University Physicians and Surgeons, Inc. Retirement Plan reported net income rose from -$15M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- University Physicians and Surgeons, Inc. Retirement Plan reported participants rose from 1,498 in the plan year 2022 filing to 2,263 in the plan year 2023 filing.
- University Physicians and Surgeons, Inc. Retirement Plan end-of-year assets rose from $128M in the plan year 2022 filing to $149M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 550564945 · University Physicians & Surgeons, Inc. PY 2023 · Other
University Physicians and Surgeons, Inc. Retirement Plan · $149M · 2,263 · 93rd
- SCH $149M
- EBSA 2,263
- PART 93rd
- TYPE Other
- NET near Incentive Savings Plan for Employees of Meadville Medical Center
- BOOK ind #3322
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) | $128M |
|---|---|
| Net Assets (End of Year) | $149M |
| Net Income | $21M |
| Employer EIN | 550564945 |
| Plan Effective Date | 1981-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University Physicians & Surgeons, Inc.)
Sponsor-wide plan assets over time
All University Physicians & 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 $1.5B · 25,400
- Maryland Electrical Industry Severance & Annuity F $292M · 2,645
- West Virginia University Medical Corporation 403(b) Plan $282M · 1,761
- Camc Health System, Inc. Retirement Savings Plan $228M · N/A
- Local Union 317 Electrical Pension Plan $160M · 744
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 Incentive Savings Plan for Employees of Meadville Medical Center in PA ($149M); by covered participants it is 403(b) Thrift Plan of Goodwill of Central and Coastal Virginia, Inc. in VA (2,266 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($149M here).
- Incentive Savings Plan for Employees of Meadville Medical Center (PA) $149M · 1,597
- Community Hospital Corporation Employees' 403(b) Plan (TX) $149M · 3,894
- Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan (HI) $149M · 871
- Elizabethtown College Defined Contribution Retirement Plan (PA) $149M · 699
Similar participant headcount
Nearest other-state filings by covered participants (2,263 participants); asset peers above are excluded.
- 403(b) Thrift Plan of Goodwill of Central and Coastal Virginia, Inc. (VA) 2,266 · 3 off
- Pace University Defined Contribution Retirement Plan (NY) 2,270 · 7 off
- Henry M. Jackson Foundation Defined Contribution Retirement Plan (MD) 2,255 · 8 off
- Chimes International Limited 403(b) Plan (MD) 2,249 · 14 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.