Money Purchase · DOL Form 5500 · 2024
University of Louisville Physicians, Inc. Money Purchase Plan
Data updated 2026-08-25
- $111M
- Total assets Near avg plan size
- 424
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $262,552
- Avg per participant High balance/head
Official DOL plan name: University of Louisville Physicians, Inc. Money Purchase Pension Plan · Sponsored by University of Louisville Physicians, Inc. · Kentucky · Healthcare & Social Assistance
$111M in assets, 424 participants
University of Louisville Physicians, Inc.'s University of Louisville Physicians, Inc. Money Purchase Pension Plan reported $111M in total assets and 424 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.
- #15,590 in Healthcare & Social Assistance (16,916 peers)
Where University of Louisville Physicians, Inc. Money Purchase Pension Plan sits by assets
University of Louisville Physicians, Inc. Money Purchase Pension Plan sits in the top 10% of all filed plans by assets, $111M for 424 participants (~$262,552/participant), up 24.6% in 2024.
- #15,590
- in Healthcare & Social Assistance (16,916 peers)
- +24.6%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
University of Louisville Physicians, Inc. Money Purchase Pension Plan's outsized position by total assets
University of Louisville Physicians, Inc. Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$111,321,925 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 of Louisville Physicians, Inc. Money Purchase Pension 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. University of Louisville Physicians, Inc. Money Purchase Pension Plan sits mid-pack in the medium band (424 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- University of Louisville Physicians, Inc. Money Purchase Pension Plan end-of-year assets rose from $89M in the plan year 2023 filing to $111M in the plan year 2024 filing.
- University of Louisville Physicians, Inc. Money Purchase Pension Plan reported participants rose from 404 in the plan year 2023 filing to 424 in the plan year 2024 filing.
- University of Louisville Physicians, Inc. Money Purchase Pension Plan reported net income rose from $21M in the plan year 2023 filing to $22M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 273645560 · University of Louisville Physicians, Inc. PY 2024 · Money Purchase
University of Louisville Physicians, Inc. Money Purchase Pension Plan · $111M · 424 · 91st
- RANK $111M
- RANK 424
- RANK 91st
- RANK Money Purchase
- RANK near Centrastate Healthcare System Retirement Plan
- RANK ind #15590
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 →
University of Louisville Physicians, Inc. Money Purchase Pension Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $89M |
|---|---|
| Net Assets (End of Year) | $111M |
| Net Income | $22M |
| Employer EIN | 273645560 |
| Plan Effective Date | 2011-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of Louisville Physicians, Inc.)
Sponsor-wide plan assets over time
All University of Louisville Physicians, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $272M 85.79424257191754% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,447 | $147M |
| 2023 | 2 | 2,687 | $203M |
| 2024 | 2 | 3,479 | $272M |
Nearby Money Purchase Plans in Kentucky
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- UPS/Ipa Defined Contribution Money Purchase Pension Plan $2.5B · 1,984
- UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan $618M · 1,824
- Plumbers & Steamfitters Local 577 Annuity Plan $23M · 338
- Plumbers & Steamfitters Local 248 Annuity Plan $14M · 366
- Bricklayers & Allied Craftsmen Local Union No. 7 Retirement Plan $8M · 75
University of Louisville Physicians, Inc. Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Kentucky, the nearest Money Purchase by assets is Centrastate Healthcare System Retirement Plan in NJ ($112M); by covered participants it is Baker College Employees' Pension Trust in MI (424 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($111M here).
- Centrastate Healthcare System Retirement Plan (NJ) $112M · 2,892
- Armstrong Pension Plan (PA) $112M · 951
- The W.K. Kellogg Foundation Savings Plan (MI) $113M · 213
- University of Maryland Faculty Physicians, Inc. Money Purchase Pension Plan (MD) $114M · 1,269
Similar participant headcount
Nearest other-state filings by covered participants (424 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.