Other
2024 plan-year Other DOL Form 5500

UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

UNIVERSITY OF VIRGINIA PHYSICIANS GROUP

This Other plan holds $127M in total assets and serves 2,043 participants as of 2024. It is sponsored by UNIVERSITY OF VIRGINIA PHYSICIANS GROUP in Virginia. The plan reported positive net income of $13M for the year.

Total Assets (2023)
$127M
Participants
2,043
State
Industry
Healthcare & Social Assistance

What the Filing Says About UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN

UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN is a Other retirement plan sponsored by UNIVERSITY OF VIRGINIA PHYSICIANS GROUP, headquartered in Virginia. As of the 2024 Form 5500 filing, the plan reports $127M in total end-of-year assets and covers 2,043 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 541124769, and the plan has been effective since 2008-12-31. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $114M at the beginning of 2024 to $127M at year-end — a gain of 11.1%. Net assets (after liabilities) closed the year at $127M, with reported net income of $13M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$114M
Total Assets (End of Year)$127M
Net Assets (End of Year)$127M
Net Income$13M
Plan TypeOther
Employer EIN541124769
Plan Effective Date2008-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (UNIVERSITY OF VIRGINIA PHYSICIANS GROUP)

Year Plans Participants Total Assets
2022 3 3,645 $380M
2023 3 3,941 $451M
2024 3 3,951 $489M

Nearby Other Plans in Virginia

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

Frequently Asked Questions

How much money is in the UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN?
As of the 2024 Form 5500 filing, UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN holds $127M in total assets with 2,043 participants. It is sponsored by UNIVERSITY OF VIRGINIA PHYSICIANS GROUP.
What type of plan is UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN?
UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN is a Other plan. It has been effective since 2008-12-31. The plan is filed with the U.S. Department of Labor under EIN 541124769.
Who sponsors the UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN?
UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN is sponsored by UNIVERSITY OF VIRGINIA PHYSICIANS GROUP, located in Virginia. The sponsor's EIN is 541124769 and the plan operates in the Healthcare & Social Assistance industry.
How did UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN perform in 2024?
UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN grew by 11.1% during 2024, moving from $114M to $127M in total assets. Net income was $13M.
Where can I find official filings for UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN?
Official Form 5500 filings for UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 541124769 or plan name at efast.dol.gov.
How does UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN compare to other plans?
You can compare UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN against other Other plans on the plan type page, or view plans in Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 541124769.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.