Other · DOL Form 5500 · 2024
University Physician Group Retirement Plan
Data updated 2026-08-25
- $102M
- Total assets Near avg plan size
- 663
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $154,237
- Avg per participant Above avg balance/head
Official DOL plan name: University Physician Group 403b Retirement Plan · Sponsored by University Physician Group · Michigan · Healthcare & Social Assistance
$102M in assets, 663 participants
University Physician Group's University Physician Group 403b Retirement Plan reported $102M in total assets and 663 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #15,509 in Healthcare & Social Assistance (16,916 peers)
Where University Physician Group 403b Retirement Plan sits by assets
University Physician Group 403b Retirement Plan sits in the top 10% of all filed plans by assets, $102M for 663 participants (~$154,237/participant), up 18.4% in 2024.
- #15,509
- in Healthcare & Social Assistance (16,916 peers)
- +18.4%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
University Physician Group 403b Retirement Plan's outsized position by total assets
University Physician Group 403b Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$102,258,935 Top 9% higher than 91% 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 Physician Group 403b 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 403b Retirement Plan sits mid-pack in the medium band (663 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- University Physician Group 403b Retirement Plan end-of-year assets rose from $86M in the plan year 2023 filing to $102M in the plan year 2024 filing.
- University Physician Group 403b Retirement Plan reported net income rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 383474766 · University Physician Group PY 2024 · Other
University Physician Group 403b Retirement Plan · $102M · 663 · 91st
- BOY $102M
- SCH 663
- EBSA 91st
- PART Other
- TYPE near Olivet Nazarene University DC Retirement Plan
- NET ind #15509
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 403b Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $86M |
|---|---|
| Net Assets (End of Year) | $102M |
| Net Income | $16M |
| Employer EIN | 383474766 |
| Plan Effective Date | 2006-10-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,010 | $120M |
| 2023 | 2 | 987 | $138M |
| 2024 | 2 | 976 | $157M |
Nearby Other Plans in Michigan
Peer Other plans, same state, same plan type, ranked by total assets.
- Fca US LLC UAW Savings Plan $5.2B · 44,591
- Fca US LLC Salaried Employees' Savings Plan $5.1B · 15,683
- Spectrum Health System 403(b) Plan $3.2B · 32,821
- Beaumont Health 403(b) Retirement Savings Plan $3.0B · 34,160
- Henry Ford Health System Heritage 403(b) Plan $1.4B · 14,465
University Physician Group 403b Retirement Plan's out-of-state Other peers by assets and headcount
Outside Michigan, the nearest Other by assets is Olivet Nazarene University DC Retirement Plan in IL ($102M); by covered participants it is Whitman College Retirement Plan in WA (663 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($102M here).
- Olivet Nazarene University DC Retirement Plan (IL) $102M · 544
- The Adirondack Health Tax Deferred Annuity Plan (NY) $102M · 895
- Spelman College Defined Contribution Plan (GA) $102M · 750
- Germantown Academy Defined Contribution Plan (PA) $102M · 311
Similar participant headcount
Nearest other-state filings by covered participants (663 participants); asset peers above are excluded.
- Whitman College Retirement Plan (WA) 663 · 0 off
- Tri-State Memorial Hospital, Inc. Retirement Plan (WA) 662 · 1 off
- American Type Culture Collection 403(b) Plan (VA) 664 · 1 off
- Comprehensive Healthcare 403(b) Plan (WA) 665 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.