Other · DOL Form 5500 · 2024
University Health Physicians Retirement Plan
Data updated 2026-08-25
- $254M
- Total assets Near avg plan size
- 371
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $684,487
- Avg per participant High balance/head
Official DOL plan name: University Health Physicians 403(b) Retirement Plan · Sponsored by University Health Physicians · Missouri · Educational Services
$254M in assets, 371 participants
University Health Physicians's University Health Physicians 403(b) Retirement Plan reported $254M in total assets and 371 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #3,354 in Educational Services (3,638 peers)
Where University Health Physicians 403(b) Retirement Plan sits by assets
University Health Physicians 403(b) Retirement Plan sits in the top 5% of all filed plans by assets, $254M for 371 participants (~$684,487/participant), up 12.8% in 2024.
- #3,354
- in Educational Services (3,638 peers)
- +12.8%
- assets growth YoY
- 2.5×
- vs typical plan assets (national mean)
University Health Physicians 403(b) Retirement Plan's outsized position by total assets
University Health Physicians 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$253,944,797 Top 5% higher than 95% 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 Physicians 403(b) Retirement 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 Health Physicians 403(b) Retirement Plan sits mid-pack in the medium band (371 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- University Health Physicians 403(b) Retirement Plan reported participants rose from 297 in the plan year 2023 filing to 371 in the plan year 2024 filing.
- University Health Physicians 403(b) Retirement Plan end-of-year assets rose from $225M in the plan year 2023 filing to $254M in the plan year 2024 filing.
- University Health Physicians 403(b) Retirement Plan reported net income fell from $32M in the plan year 2023 filing to $29M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 431009163 · University Health Physicians PY 2024 · Other
University Health Physicians 403(b) Retirement Plan · $254M · 371 · 95th
- PCT $254M
- EIN 371
- RANK 95th
- PHOTO Other
- IND near Irc 403(b) Retirement Savings Plan
- EOY ind #3354
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 Educational Services retirement plans → · Plans in Missouri →
University Health Physicians 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $225M |
|---|---|
| Net Assets (End of Year) | $254M |
| Net Income | $29M |
| Employer EIN | 431009163 |
| Plan Effective Date | 1972-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University Health Physicians)
Sponsor-wide plan assets over time
All University Health Physicians plans reported in each filing year
- Latest sponsor-wide plan assets
- $254M 31.43624070716517% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 281 | $193M |
| 2023 | 1 | 297 | $225M |
| 2024 | 1 | 371 | $254M |
Nearby Other Plans in Missouri
Peer Other plans, same state, same plan type, ranked by total assets.
- Washington University Retirement Savings Plan $7.5B · 26,975
- Children's Mercy Hospital Tax-Deferred Annuity Retirement Plan $1.1B · 9,184
- Cox Savings Incentive Plan $964M · 13,001
- Saint Louis University 403(b) Annuity Plan $962M · 4,219
- University Health 403(b) Plan $297M · 4,646
University Health Physicians 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Missouri, the nearest Other by assets is Irc 403(b) Retirement Savings Plan in NY ($253M); by covered participants it is Lubbock Christian University 403(b) Plan in TX (371 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($254M here).
- Irc 403(b) Retirement Savings Plan (NY) $253M · 3,600
- Reed College Retirement Plan (OR) $255M · 724
- Ohio Northern University Defined Contribution Retirement Plan (OH) $253M · 507
- Milford Regional Medical Center Partnership Plan (MA) $256M · 2,439
Similar participant headcount
Nearest other-state filings by covered participants (371 participants); asset peers above are excluded.
- Lubbock Christian University 403(b) Plan (TX) 371 · 0 off
- 403(b) Thrift Plan of Comprehensive Community Action, Inc. (RI) 371 · 0 off
- Rainbow of Challenges, Inc. Retirement Plan (AR) 371 · 0 off
- Felician University Retirement Plan (NJ) 372 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.