Plan Ledger DOL Form 5500 · updated monthly

University Physician Associates of New Jersey, Inc.Profit-sharing plan

UNIVERSITY PHYSICIAN ASSOCIATES RETIREMENT PLAN · NEWARK, NJ · plan year 2023

Reported admin expense ratio · 2023
0.13%

University Physician Associates of New Jersey, Inc. reported $2,720 in plan administrative expenses for 2023: 0.13% of average plan assets, lower than ~75% of peers. 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 1 year on file its reported administrative ratio fell from 0.34% to 0.13%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New Jersey (2,135th of 2,419), and 9,968th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$2,106,773
Participants with balances151
Active participants0
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$13,952
Benefits paid to participants$313,086
Plan auditUnmodified (clean) audit opinion
AuditorEISNER AMPER LLP
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$2.1M · 151 accts
2022$2.1M · 176 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,720
Total administrative$2,720
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
PLANNED RETIREMENT CONSULTANTS & AD · Contract administrator$1,350

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

Administrative cost history3
2024Not separately reported
2023$2,720 · 0.13%
2022$12,340 · 0.34%
Similar plansHealth Care & Social Assistance · New Jersey
Imperial Healthcare NJ$2.2M · 2.16%
Care for U Plus LLC NJ$2.1M · 1.57%
Nutrasourcerd LLC NJ$2.0M · 1.49%
Gem Rehab Pt Ot Slp PLLC NJ$1.9M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222095812 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.