Other · DOL Form 5500 · 2024

University of Virginia Physicians Group Retirement Plan

Data updated 2026-08-25

$127M
Total assets Near avg plan size
2,043
Participants Near avg headcount
92nd
Percentile by assets National rank
$62,024
Avg per participant Low balance/head
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Official DOL plan name: Uva Physicians Group Voluntary Tax-Deferred Savings Plan · Sponsored by University of Virginia Physicians Group · Virginia · Healthcare & Social Assistance

$127M in assets, 2,043 participants

University of Virginia Physicians Group's Uva Physicians Group Voluntary Tax-Deferred Savings Plan reported $127M in total assets and 2,043 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #15,740 in Healthcare & Social Assistance (16,916 peers)

Coverage in Virginia

Uva Physicians Group Voluntary Tax-Deferred Savings Plan covers 2,043 participants in Virginia, 2.6x the typical Virginia plan (state average ~782 per filing). Assets: $127M.

#15,740
in Healthcare & Social Assistance (16,916 peers)
+11.1%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Uva Physicians Group Voluntary Tax-Deferred Savings Plan's outsized position by total assets

Uva Physicians Group Voluntary Tax-Deferred Savings Plan vs every filed plan by assets

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

$126,715,890 Top 8% higher than 92% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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

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

Uva Physicians Group Voluntary Tax-Deferred Savings 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. Uva Physicians Group Voluntary Tax-Deferred Savings Plan lands in the large band (2,043 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Uva Physicians Group Voluntary Tax-Deferred Savings Plan reported net income fell from $19M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Uva Physicians Group Voluntary Tax-Deferred Savings Plan end-of-year assets rose from $114M in the plan year 2023 filing to $127M in the plan year 2024 filing.
  • Uva Physicians Group Voluntary Tax-Deferred Savings Plan reported participants rose from 2,005 in the plan year 2023 filing to 2,043 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 541124769 · University of Virginia Physicians Group PY 2024 · Other

Uva Physicians Group Voluntary Tax-Deferred Savings Plan · $127M · 2,043 · 92nd

  • PCT $127M
  • EIN 2,043
  • RANK 92nd
  • PHOTO Other
  • IND near The Loomis Institute Pension Plan
  • EOY ind #15740

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 Virginia →

Uva Physicians Group Voluntary Tax-Deferred Savings Plan in the asset neighbourhood

Dickinson College Defined Contribution Retirement PlanDickinson College Defined Co…$127MSoutheastern Regional Medical Center Tax-Deferred Savings PlanSoutheastern Regional Medica…$127MSamford University 403(b) Salary Deferral and Defined Contribution PlanSamford University 403(b) Sa…$127MUva Physicians Group Voluntary Tax-Deferred Savings PlanUva Physicians Group Volunta…$127MThe Loomis Institute Pension PlanThe Loomis Institute Pension…$126M
End-of-year total assets ($M) among Uva Physicians Group Voluntary Tax-Deferred Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

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

Sponsor Plan History (University of Virginia Physicians Group)

Sponsor-wide plan assets over time

All University of Virginia Physicians Group plans reported in each filing year

Latest sponsor-wide plan assets
$489M 28.627567049647613% vs 2022
2024 filing year
$350M$400M$450M$500M$550M 202220232024 $380M $489M ▲ +28.6%
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.

Uva Physicians Group Voluntary Tax-Deferred Savings Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. 0100002000030000 -20246 Total assets ($B) Participants Uva Physicians Group Voluntary Tax-Deferred Savings Plan, Total assets ($B): 0.12671589 · Participants: 2043Uva Physicians Group Voluntary Tax-Deferred Savings PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 5.12389915 · Participants: 12379The Mitre Corporation Tax Sheltered Annuity PlanSentara 403(b) Savings Plan, Total assets ($B): 3.744462888 · Participants: 28192Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.64916352 · Participants: 8262The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.875147544 · Participants: 1541Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.822189307 · Participants: 13296Carilion Clinic 403(b) Retirement Savings Plan
Uva Physicians Group Voluntary Tax-Deferred Savings Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Uva Physicians Group Voluntary Tax-Deferred Savings Plan side-by-side with 3 peers →

Uva Physicians Group Voluntary Tax-Deferred Savings Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is The Loomis Institute Pension Plan in CT ($126M); by covered participants it is Mers/Missouri Goodwill 403b Plan in MO (2,041 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,043 participants); asset peers above are excluded.

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 Uva Physicians Group Voluntary Tax-Deferred Savings Plan assets move in 2024? ▼
Uva Physicians Group Voluntary Tax-Deferred Savings Plan grew at a solid clip - up 11.1% during 2024, from $114M to $127M. Reported net income was $13M.
How have University of Virginia Physicians Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of Virginia Physicians Group's sponsor-wide assets grew 28.6%, from $380M to $489M.
Where does Uva Physicians Group Voluntary Tax-Deferred Savings Plan rank by assets among Form 5500 filers? ▼
Uva Physicians Group Voluntary Tax-Deferred Savings Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Uva Physicians Group Voluntary Tax-Deferred Savings Plan? ▼
Among Other plans in other states, the closest by assets is The Loomis Institute Pension Plan in CT ($126M, 307 participants).
Which Other plans cover a similar participant headcount to Uva Physicians Group Voluntary Tax-Deferred Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Mers/Missouri Goodwill 403b Plan in MO (2,041 participants, $10M 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 541124769.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.