Plan Ledger DOL Form 5500 · updated monthly

The Association of University PhysiciansMoney purchase plan

THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION PLAN · SEATTLE, WA · plan year 2024

Reported admin expense ratio · 2024
0.02%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

The Association of University Physicians reported $91,575 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,587 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.03% to 0.02%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 57th-largest of 1,714 plans among Washington employers on file, and the 327th of 11,911 in health care & social assistance. active participation has grown from 2,661 to 3,026 since 2022.

Plan summary
Net assets, end of year$499,331,380
Participants with balances3,479
Active participants3,026
Employer contributions$25,985,552
Employee contributions—
Employer contribution per active participant$8,587
Average account balance$143,527
Benefits paid to participants$24,943,103
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$499.3M · 3,479 accts · $26.0M emplr
2023$437.4M · 3,380 accts · $22.4M emplr
2022$371.4M · 3,332 accts · $19.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$91,575
Total administrative$91,575
Employer contributions to the The Association of University Physicians plan · 2024
Employer contribution per active participant$8,587
Median for plans this size$4,294
2024$8,587 per active participant
2023$7,978 per active participant
2022$7,443 per active participant

The Association of University Physicians's 2024 employer contribution ran above the $4,294 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$91,575 · 0.02%
2023$94,918 · 0.02%
2022$111,809 · 0.03%
All plans at this employer2
THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION PLANMoney purchase plan
ASSOCIATION OF UNIVERSITY PHYSICIANS TDA PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · Washington
Confluence Health WA$697.1M · 0.07%
Peacehealth WA$343.5M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911220843 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.