Profit Sharing · DOL Form 5500 · 2024

University Physician Group Profit Sharing Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
313
Participants Below avg headcount
85th
Percentile by assets National rank
$176,066
Avg per participant Above avg balance/head
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Official DOL plan name: University Physician Group 401(a) Retirement Plan · Sponsored by University Physician Group · Michigan · Healthcare & Social Assistance

$55M in assets, 313 participants

University Physician Group's University Physician Group 401(a) Retirement Plan reported $55M in total assets and 313 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #14,778 in Healthcare & Social Assistance (16,916 peers)

Coverage in Michigan

University Physician Group 401(a) Retirement Plan covers 313 participants in Michigan, about 49% of the average Michigan filer (state average ~638 per filing). Assets: $55M.

#14,778
in Healthcare & Social Assistance (16,916 peers)
+6.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

University Physician Group 401(a) Retirement Plan's outsized position by total assets

University Physician Group 401(a) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$55,108,561 Top 15% higher than 85% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

University Physician Group 401(a) 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 Physician Group 401(a) Retirement Plan sits mid-pack in the medium band (313 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • University Physician Group 401(a) Retirement Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • University Physician Group 401(a) Retirement Plan end-of-year assets rose from $52M in the plan year 2023 filing to $55M in the plan year 2024 filing.
  • University Physician Group 401(a) Retirement Plan reported participants fell from 326 in the plan year 2023 filing to 313 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 383474766 · University Physician Group PY 2024 · Profit Sharing

University Physician Group 401(a) Retirement Plan · $55M · 313 · 85th

  • BOY $55M
  • BOY 313
  • BOY 85th
  • BOY Profit Sharing
  • BOY near Northern California Tile Industry Defined Contribution Plan
  • BOY ind #14778

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 Michigan →

University Physician Group 401(a) Retirement Plan in the asset neighbourhood

Bay Cove Human Services, Inc. 403(b) Savings and Retirement PlanBay Cove Human Services, Inc…$55MNorthern California Tile Industry Defined Contribution PlanNorthern California Tile Ind…$55MUniversity Physician Group 401(a) Retirement PlanUniversity Physician Group 4…$55MNcqa Retirement Plan$55MI.B.E.W. Local 1253 Retirement PlanI.B.E.W. Local 1253 Retireme…$55M
End-of-year total assets ($M) among University Physician Group 401(a) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Michigan filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$55M
Net Income$3M
Employer EIN383474766
Plan Effective Date2006-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University Physician Group)

Sponsor-wide plan assets over time

All University Physician Group plans reported in each filing year

Latest sponsor-wide plan assets
$157M 31.586497089050823% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $120M $157M ▲ +31.6%
Year Plans Participants Total Assets
2022 2 1,010 $120M
2023 2 987 $138M
2024 2 976 $157M

Nearby Profit Sharing Plans in Michigan

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

University Physician Group 401(a) Retirement Plan vs. nearby Profit Sharing plans in Michigan, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.52 Total assets ($B) Participants University Physician Group 401(a) Retirement Plan, Total assets ($B): 0.055108561 · Participants: 313University Physician Group 401(a) Retirement PlanHenry Ford Health System Retirement Savings Plan, Total assets ($B): 1.838163362 · Participants: 13461Henry Ford Health System Retirement Savings PlanHemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan, Total assets ($B): 0.339745231 · Participants: 1472Hemlock Semiconductor Operations LLC Employees' Capital Accumulation PlanIron Workers Defined Contribution Pension Fund Plan, Total assets ($B): 0.231623418 · Participants: 5319Iron Workers Defined Contribution Pension Fund PlanNECA-IBEW Memphis Retirement Plan, Total assets ($B): 0.229985274 · Participants: 2755NECA-IBEW Memphis Retirement PlanPlumbers and Pipefitters Local Union 520 Annuity Plan, Total assets ($B): 0.219548504 · Participants: 1639Plumbers and Pipefitters Local Union 520 Annuity Plan
University Physician Group 401(a) Retirement Plan vs. nearby Profit Sharing plans in Michigan, assets vs. participants
Compare University Physician Group 401(a) Retirement Plan side-by-side with 3 peers →

University Physician Group 401(a) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Michigan, the nearest Profit Sharing by assets is Northern California Tile Industry Defined Contribution Plan in CA ($55M); by covered participants it is Monsanto Caribe Retirement Savings Plan in NJ (314 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (313 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.

Frequently Asked Questions

How did University Physician Group 401(a) Retirement Plan assets move in 2024? ▼
University Physician Group 401(a) Retirement Plan grew at a solid clip - up 6.6% during 2024, from $52M to $55M. Reported net income was $3M.
How have University Physician Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University Physician Group's sponsor-wide assets grew 31.6%, from $120M to $157M.
Where does University Physician Group 401(a) Retirement Plan rank by assets among Form 5500 filers? ▼
University Physician Group 401(a) Retirement Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to University Physician Group 401(a) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Northern California Tile Industry Defined Contribution Plan in CA ($55M, 595 participants).
Which Profit Sharing plans cover a similar participant headcount to University Physician Group 401(a) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Monsanto Caribe Retirement Savings Plan in NJ (314 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 383474766.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.