University Clinical Health 403(b) Plan

Profit Sharing · DOL Form 5500 · 2024

What the Filing Says About University Clinical Health 403(b) Plan

University Clinical Health 403(b) Plan is a Profit Sharing retirement plan sponsored by Ut Medical Group, Inc. Dba University Clinical Health, headquartered in Tennessee. According to the U.S. Department of Labor's 2024 Form 5500 filing, the plan reports $15M in total end-of-year assets and covers 483 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 621162462, and the plan has been effective since 2017-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets grew sharply from $13M at the beginning of 2024 to $15M at year-end - up 17.3%. Net assets (after liabilities) closed the year at $15M, with reported net income of $2M 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.

Across the 3 plan years Ut Medical Group, Inc. Dba University Clinical Health has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $44M to $49M, a gain of 11.4%, while reported participants moved from 914 to 948 (+3.7%). The strongest year on file by total sponsor assets was 2024 at $49M; the softest was 2022 at $44M. Year-by-year, sponsor-wide filings show: 2022 - $44M in assets across 2 plans covering 914 participants; 2023 - $47M in assets across 2 plans covering 942 participants; 2024 - $49M in assets across 2 plans covering 948 participants.

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.

How the percentile is calculated: we count every plan that filed a 2024 Form 5500 with a reported end-of-year asset figure (116,472 plans), rank University Clinical Health 403(b) Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.