Plan Ledger DOL Form 5500 · updated monthly

University Physicians & Surgeons, Inc.403(b)

UNIVERSITY PHYSICIANS AND SURGEONS, INC. RETIREMENT PLAN · HUNTINGTON, WV · plan year 2024

Reported admin expense ratio · 2024
0.03%

University Physicians & Surgeons, Inc. reported $50,266 in plan administrative expenses for 2024: 0.03% 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 8 years on file its reported administrative ratio rose from 0.00% to 0.03%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 11th-largest of 265 plans among West Virginia employers on file, and the 332nd of 3,091 in educational services. active participation has grown from 1,151 to 1,769 since 2016.

Plan summary
Net assets, end of year$166,703,729
Participants with balances2,350
Active participants1,769
Employer contributions—
Employee contributions$10,433,577
Employer contribution per active participant—
Average account balance$70,938
Benefits paid to participants$11,212,810
Plan auditUnmodified (clean) audit opinion
Plan history9
Yearassets · accounts · employer contribution
2024$166.7M · 2,350 accts
2023$148.8M · 3,036 accts
2022$127.6M · 2,843 accts
2021$142.5M · 2,640 accts
2020$123.2M · 2,428 accts
2019$105.3M · 2,289 accts
2018$88.3M · 2,174 accts
2017$88.2M · 2,020 accts
2016$73.9M · 1,879 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50,266
Total administrative$50,266
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
TIAA-TEACHERS ASSURANCE AND ANNUITY · Recordkeeping$62,351

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

Recordkeeper by year2
2024TIAA
2023TIAA

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history9
2024$50,266 · 0.03%
2023$60,533 · 0.04%
2022$59,915 · 0.04%
2021$63,424 · 0.05%
2020$18,314 · 0.02%
2019$3,436 · 0.00%
2018$4,173 · 0.00%
2017$3,548 · 0.00%
2016$1,276 · 0.00%
All plans at this employer2
UNIVERSITY PHYSICIANS AND SURGEONS, INC. RETIREMENT PLAN403(b)
UNIVERSITY PHYSICIANS & SURGEONS, INC. 401(A) TIAA-CREF RETIREMENT PLANMoney purchase plan
Same employer
Similar plansEducational Services · West Virginia
Regis University CO$168.7M · 0.17%
Berea College KY$168.2M · 0.11%
New York Law School NY$164.9M · 0.07%
Davenport University MI$164.2M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 550564945 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.