Other · DOL Form 5500 · 2024
University Health System, Inc. Retirement Plan
Data updated 2026-08-25
- $446M
- Total assets Above avg plan size
- 5,436
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $81,972
- Avg per participant Below avg balance/head
Official DOL plan name: University Health System, Inc. 403(b) Plan · Sponsored by University Health System, Inc. · Tennessee · Healthcare & Social Assistance
$446M in assets, 5,436 participants
University Health System, Inc.'s University Health System, Inc. 403(b) Plan reported $446M in total assets and 5,436 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #16,410 in Healthcare & Social Assistance (16,916 peers)
Coverage in Tennessee
University Health System, Inc. 403(b) Plan covers 5,436 participants in Tennessee, 4.8x the typical Tennessee plan (state average ~1,126 per filing). Assets: $446M.
- #16,410
- in Healthcare & Social Assistance (16,916 peers)
- +19.1%
- assets growth YoY
- 4.5×
- vs typical plan assets (national mean)
University Health System, Inc. 403(b) Plan's outsized position by total assets
University Health System, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$445,598,112 Top 3% higher than 97% 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 Health System, Inc. 403(b) 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 Health System, Inc. 403(b) Plan lands in the large band (5,436 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- University Health System, Inc. 403(b) Plan end-of-year assets rose from $374M in the plan year 2023 filing to $446M in the plan year 2024 filing.
- University Health System, Inc. 403(b) Plan reported net income rose from $68M in the plan year 2023 filing to $71M in the plan year 2024 filing.
- University Health System, Inc. 403(b) Plan reported participants rose from 5,227 in the plan year 2023 filing to 5,436 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 311626179 · University Health System, Inc. PY 2024 · Other
University Health System, Inc. 403(b) Plan · $446M · 5,436 · 97th
- PART $446M
- TYPE 5,436
- NET 97th
- BOOK Other
- VS-ST near Arkansas Children's Retirement Plan
- BOY ind #16410
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 Tennessee →
University Health System, Inc. 403(b) Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $374M |
|---|---|
| Net Assets (End of Year) | $446M |
| Net Income | $71M |
| Employer EIN | 311626179 |
| Plan Effective Date | 1999-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University Health System, Inc.)
Sponsor-wide plan assets over time
All University Health System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $446M 45.65310711557929% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,918 | $306M |
| 2023 | 1 | 5,227 | $374M |
| 2024 | 1 | 5,436 | $446M |
Nearby Other Plans in Tennessee
Peer Other plans, same state, same plan type, ranked by total assets.
- Vanderbilt University Medical Center Retirement Plan $4.7B · 31,810
- Vanderbilt University Retirement Plan $2.5B · 7,926
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan $1.3B · 6,588
- Ballad Health 403(b) Plan $731M · 12,134
- Dialysis Clinic, Inc. Thrift Plan $446M · 5,578
Scale composition for University Health System, Inc. 403(b) Plan
University Health System, Inc. 403(b) Plan reports $446M in end-of-year assets across 5,436 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $81,972 per participant (59% of the national average assets-per-participant) . Net income for plan year 2024 was $71M.
This plan identity (EIN 311626179, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $306M to $446M (+45.7%) while covered participants moved from 4,918 to 5,436 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,918 | $306M | Open filing |
| 2023 | 5,227 | $374M | Open filing |
| 2024 · index core | 5,436 | $446M | This page |
University Health System, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is Arkansas Children's Retirement Plan in AR ($446M); by covered participants it is American University Defined Contribution Retirement Plan in DC (5,480 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($446M here).
- Arkansas Children's Retirement Plan (AR) $446M · 5,245
- Phoebe Putney Health System 403(b) Deferred Savings Plan (GA) $446M · 4,505
- Baptist Health 403(b) Plan (AR) $444M · 11,107
- Independent School Collaborative Multiple Employer Plan (NC) $449M · 3,563
Similar participant headcount
Nearest other-state filings by covered participants (5,436 participants); asset peers above are excluded.
- American University Defined Contribution Retirement Plan (DC) 5,480 · 44 off
- Adena Health System Tax Deferred Annuity/Matched Savings Plan (OH) 5,518 · 82 off
- Research Foundation of the City University of New York Defined Contribution Retirement Plan (NY) 5,353 · 83 off
- Tufts University Voluntary Retirement Plan (MA) 5,554 · 118 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.