Other · DOL Form 5500 · 2024
Ut Medical Group, Inc. Dba University Clinical Health Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 483
- Participants Below avg headcount
- 64th
- Percentile by assets National rank
- $30,621
- Avg per participant Low balance/head
Official DOL plan name: University Clinical Health 403(b) Plan · Sponsored by Ut Medical Group, Inc. Dba University Clinical Health · Tennessee · Healthcare & Social Assistance
$15M in assets, 483 participants
Ut Medical Group, Inc. Dba University Clinical Health's University Clinical Health 403(b) Plan reported $15M in total assets and 483 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- #11,698 in Healthcare & Social Assistance (16,916 peers)
Coverage in Tennessee
University Clinical Health 403(b) Plan covers 483 participants in Tennessee, about 43% of the average Tennessee filer (state average ~1,126 per filing). Assets: $15M.
- #11,698
- in Healthcare & Social Assistance (16,916 peers)
- +17.3%
- assets growth YoY
University Clinical Health 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
University Clinical Health 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,789,870 Top 36% higher than 64% 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 Clinical Health 403(b) 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 Clinical Health 403(b) Plan sits mid-pack in the medium band (483 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- University Clinical Health 403(b) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- University Clinical Health 403(b) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- University Clinical Health 403(b) Plan reported participants rose from 478 in the plan year 2023 filing to 483 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 621162462 · Ut Medical Group, Inc. Dba University Clinical Health PY 2024 · Other
University Clinical Health 403(b) Plan · $15M · 483 · 64th
- ASSETS $15M
- PCT 483
- EIN 64th
- RANK Other
- PHOTO near Points of Light Foundation 403(b) Retirement Plan
- IND ind #11698
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 Clinical Health 403(b) Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| Employer EIN | 621162462 |
| Plan Effective Date | 2017-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ut Medical Group, Inc. Dba University Clinical Health)
Sponsor-wide plan assets over time
All Ut Medical Group, Inc. Dba University Clinical Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $49M 11.411852596732563% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 914 | $44M |
| 2023 | 2 | 942 | $47M |
| 2024 | 2 | 948 | $49M |
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
University Clinical Health 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is Points of Light Foundation 403(b) Retirement Plan in GA ($15M); by covered participants it is Saint Francis University Retirement Plan in PA (483 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (483 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.