Other · DOL Form 5500 · 2024

Uspiritus Inc. Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 318
Participants Below avg headcount: 36th
Percentile by assets National rank: $10,507
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Uspiritus, Inc. 403(b) Plan · Sponsored by Uspiritus Inc. · Kentucky · Healthcare & Social Assistance

$3M in assets, 318 participants

Uspiritus Inc.'s Uspiritus, Inc. 403(b) Plan reported $3M in total assets and 318 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

#6,123 in Healthcare & Social Assistance (16,916 peers)

Coverage in Kentucky

Uspiritus, Inc. 403(b) Plan covers 318 participants in Kentucky, about 49% of the average Kentucky filer (state average ~647 per filing). Assets: $3M.

#6,123
in Healthcare & Social Assistance (16,916 peers): +23.8%
assets growth YoY

Uspiritus, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Uspiritus, Inc. 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,341,353 36th percentile higher than 36% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Uspiritus, Inc. 403(b) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Uspiritus, Inc. 403(b) Plan sits mid-pack in the medium band (318 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Uspiritus, Inc. 403(b) Plan reported net income rose from -$716K in the plan year 2022 filing to $641K in the plan year 2024 filing.
Uspiritus, Inc. 403(b) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2024 filing.
Uspiritus, Inc. 403(b) Plan reported participants rose from 255 in the plan year 2022 filing to 318 in the plan year 2024 filing.

See the national 2022→2024 release diff →

EBSA filing schedule strip

Filing strip 610471572 · Uspiritus Inc. PY 2024 · Other

Uspiritus, Inc. 403(b) Plan · $3M · 318 · 36th

RANK $3M
PHOTO 318
IND 36th
EOY Other
5500 near 403(b) Thrift Plan of Human Development Commission
ASSETS ind #6123

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 Healthcare & Social Assistance retirement plans → · Plans in Kentucky →

End-of-year total assets ($M) among Uspiritus, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Net Income	$641K
Employer EIN	610471572
Plan Effective Date	2019-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Uspiritus Inc.)

Latest sponsor-wide plan assets: $3M 36.366671313446645% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	510	$5M
2024	1	318	$3M

Nearby Other Plans in Kentucky

Peer Other plans, same state, same plan type, ranked by total assets.

Uspiritus, Inc. 403(b) Plan vs. nearby Other plans in Kentucky, assets vs. participants

Norton Healthcare 403(b) Retirement Savings Plan $2.3B · 21,863
Baptist Health Thrift Plan $1.2B · N/A
Electrical Workers Local 369 Retirement Fund $549M · 3,633
Electrical Workers Local 369 Retirement Fund $499M · 3,367
Electrical Workers Local 369 Retirement Fund $453M · 3,350

Compare Uspiritus, Inc. 403(b) Plan side-by-side with 3 peers →

Uspiritus, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Kentucky, the nearest Other by assets is 403(b) Thrift Plan of Human Development Commission in MI ($3M); by covered participants it is The Infirmary 403(b) Plan in AL (318 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

403(b) Thrift Plan of Human Development Commission (MI) $3M · 106
403(b) Thrift Plan for Employees of Care Alliance (OH) $3M · 125
Gmn Tri-County Community Action 403(b) Plan (OH) $3M · 136
The Retirement Plan for Action Pathways, Inc. (NC) $3M · 132

Similar participant headcount

Nearest other-state filings by covered participants (318 participants); asset peers above are excluded.

The Infirmary 403(b) Plan (AL) 318 · 0 off
Covenant Woods 403b Retirement Savings Plan (VA) 318 · 0 off
Retirement Plan of Mille Lacs Health System (MN) 318 · 0 off
Van Wert County Hospital - Tax Deferred 403(b) Plan (OH) 318 · 0 off

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 Uspiritus, Inc. 403(b) Plan assets move in 2024? ▼

Uspiritus, Inc. 403(b) Plan grew sharply - up 23.8% during 2024, from $3M to $3M. Reported net income was $641K.

How have Uspiritus Inc. plan assets changed over time? ▼

Across 2 plan years on file (2022-2024), Uspiritus Inc.'s sponsor-wide assets declined 36.4%, from $5M to $3M.

Which Other plans are similar in size to Uspiritus, Inc. 403(b) Plan? ▼

Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Human Development Commission in MI ($3M, 106 participants).

Which Other plans cover a similar participant headcount to Uspiritus, Inc. 403(b) Plan? ▼

Among Other plans in other states, the closest by covered participants is The Infirmary 403(b) Plan in AL (318 participants, $15M 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 610471572.