401(k) · DOL Form 5500 · 2024
University Physicians Association Inc 401(k) Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 1,035
- Participants Near avg headcount
- 81st
- Percentile by assets National rank
- $38,298
- Avg per participant Low balance/head
Official DOL plan name: Upa 401(k) Savings Plan · Sponsored by University Physicians Association Inc · Tennessee · Healthcare & Social Assistance
$40M in assets, 1,035 participants
University Physicians Association Inc's Upa 401(k) Savings Plan reported $40M in total assets and 1,035 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #14,208 in Healthcare & Social Assistance (16,916 peers)
Where Upa 401(k) Savings Plan sits by assets
Upa 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $40M for 1,035 participants (~$38,298/participant), up 15.3% in 2024.
- #14,208
- in Healthcare & Social Assistance (16,916 peers)
- +15.3%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Upa 401(k) Savings Plan's outsized position by total assets
Upa 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$39,638,446 Top 19% higher than 81% 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
Upa 401(k) 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. Upa 401(k) Savings Plan lands in the large band (1,035 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Upa 401(k) Savings Plan reported net income fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Upa 401(k) Savings Plan end-of-year assets rose from $34M in the plan year 2023 filing to $40M in the plan year 2024 filing.
- Upa 401(k) Savings Plan reported participants fell from 1,049 in the plan year 2023 filing to 1,035 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 621610351 · University Physicians Association Inc PY 2024 · 401(k)
Upa 401(k) Savings Plan · $40M · 1,035 · 81st
- EOY $40M
- 5500 1,035
- ASSETS 81st
- PCT 401(k)
- EIN near Discovery Life Sciences 401(k) Plan
- RANK ind #14208
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 →
Upa 401(k) Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | $5M |
| Employer EIN | 621610351 |
| Plan Effective Date | 2004-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University Physicians Association Inc)
Sponsor-wide plan assets over time
All University Physicians Association Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 46.87033138565659% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 902 | $27M |
| 2023 | 1 | 1,049 | $34M |
| 2024 | 1 | 1,035 | $40M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
Upa 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Discovery Life Sciences 401(k) Plan in AL ($40M); by covered participants it is Dayton Superior Corporation Savings Plan in OH (1,035 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
- Discovery Life Sciences 401(k) Plan (AL) $40M · 494
- Tanger Inc. 401(k) Savings Plan (NC) $40M · 424
- Otelco Telephone LLC Savings Trust (AL) $40M · 636
- Family Health Center of Marshfield, Inc. Retirement Plan (WI) $40M · 402
Similar participant headcount
Nearest other-state filings by covered participants (1,035 participants); asset peers above are excluded.
- Dayton Superior Corporation Savings Plan (OH) 1,035 · 0 off
- Abc Fine Wine & Spirits 401(k) Retirement & Savings Plan (FL) 1,035 · 0 off
- Michigan Sugar Company 401(k) Savings Plan (MI) 1,035 · 0 off
- Alpine Sg LLC, 401(k) Plan (CA) 1,035 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.