University Physicians & Surgeons 403(b) match, vesting and fees
What University Physicians & Surgeons' 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Tiaa-Teachers Assurance and Annuity | Schedule C ↗ |
| Independent auditor | Baker Tilly US LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| University Physicians & Surgeons: employer contribution per participant | — | |
| Peer median | $1,358 |
| University Physicians & Surgeons: average balance | $70,938 | |
| Peer median | $44,442 |
| University Physicians & Surgeons: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.21% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $143M at the end of plan year 2021 to $167M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,406 | $167M | — | — | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 3,128 | $149M | — | — | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 3,247 | $128M | — | — | 0.04% | Not published | Form 5500 ↗ |
| 2021 | 2,687 | $143M | — | — | 0.05% | Not published | Form 5500 ↗ |
Other University Physicians & Surgeons plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Tiaa-Teachers Insurance and Annuity | Schedule C ↗ |
| Independent auditor | Baker Tilly US LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does University Physicians & Surgeons match 401(k) contributions?
The match terms for the University Physicians and Surgeons, Inc. Retirement Plan have not been published from its filing yet.
When is the University Physicians & Surgeons 401(k) match vested?
The vesting schedule for the University Physicians and Surgeons, Inc. Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the University Physicians & Surgeons 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Tiaa-Teachers Assurance and Annuity. The plan administrator is University Physicians & Surgeons, Inc..
I left University Physicians & Surgeons. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (University Physicians & Surgeons, Inc., (304) 691-1650) or the recordkeeper, Tiaa-Teachers Assurance and Annuity. The University Physicians & Surgeons old 401(k) page lists the contacts from every plan filing. Find an old University Physicians & Surgeons 401(k)
Data from the public Form 5500 annual reports University Physicians & Surgeons filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with University Physicians & Surgeons. Not financial advice. Report a correction · Methodology