Money Purchase · DOL Form 5500 · 2024
University Physicians & Surgeons, Inc. Money Purchase Plan
Data updated 2026-08-25
- $107M
- Total assets Near avg plan size
- 2,084
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $51,298
- Avg per participant Low balance/head
Official DOL plan name: University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan · Sponsored by University Physicians & Surgeons, Inc. · West Virginia · Healthcare & Social Assistance
$107M in assets, 2,084 participants
University Physicians & Surgeons, Inc.'s University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan reported $107M in total assets and 2,084 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.
- #15,560 in Healthcare & Social Assistance (16,916 peers)
Coverage in West Virginia
University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan covers 2,084 participants in West Virginia, 4.5x the typical West Virginia plan (state average ~467 per filing). Assets: $107M.
- #15,560
- in Healthcare & Social Assistance (16,916 peers)
- +14.5%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan's outsized position by total assets
University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$106,906,068 Top 9% higher than 91% 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
University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref 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 & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan lands in the large band (2,084 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan end-of-year assets rose from $93M in the plan year 2023 filing to $107M in the plan year 2024 filing.
- University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan reported participants fell from 2,135 in the plan year 2023 filing to 2,084 in the plan year 2024 filing.
- University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan reported net income rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 550564945 · University Physicians & Surgeons, Inc. PY 2024 · Money Purchase
University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan · $107M · 2,084 · 91st
- EIN $107M
- RANK 2,084
- PHOTO 91st
- IND Money Purchase
- EOY near American College of Radiology Employees' Pension Plan and Trust
- 5500 ind #15560
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 West Virginia →
University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan in the asset neighbourhood
West Virginia filing particulars
| Total Assets (Beginning of Year) | $93M |
|---|---|
| Net Assets (End of Year) | $107M |
| Net Income | $14M |
| Employer EIN | 550564945 |
| Plan Effective Date | 1996-07-01 |
| 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 Money Purchase Plans in West Virginia
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- West Virginia University Medical Corporation Retirement Plan $392M · 1,946
- Plumbers & Pipefitters Local 152 Retirement Annuit $75M · 2,909
- IBEW Local 968 Pension Fund $73M · 355
- West Virginia University Medical Corp. Charleston Division Retirement Plan $65M · 157
- Plumbers & Steamfitters Local 565 Pension Plan $35M · 632
University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside West Virginia, the nearest Money Purchase by assets is American College of Radiology Employees' Pension Plan and Trust in VA ($108M); by covered participants it is Grand Lake Mental Health Center Money Purchase Plan in OK (2,080 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($107M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,084 participants); asset peers above are excluded.
- Grand Lake Mental Health Center Money Purchase Plan (OK) 2,080 · 4 off
- IBEW Local 16, AFL-CIO & Multi- Employer Pension Plan (TN) 2,070 · 14 off
- Electricians Local Union No. 606 Pension-Annuity Fund (TN) 2,069 · 15 off
- Massachusetts Bricklayers & Masons Annuity Fund (MA) 2,114 · 30 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.