Department of Labor filing

UNIVERSITY PEDIATRICIANS

UNIVERSITY PEDIATRICIANS 401(K) PROFIT SHARING PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Sep 30, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

73filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$10,841

Reported employer contributions per active participant.

Higher than about 93% of comparable plans

#People in the filing

469

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$270 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 26% of comparable plans

↗Investment performance

Not available

Plan assets changed 16.1%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202473out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions93rd percentileTypical peer $2,397 · based on 2,295 comparable plans

Lower reported administrative expense26th percentileTypical peer $143 · based on 2,373 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, UNIVERSITY PEDIATRICIANS reported $5,084,306 in employer contributions across the plan and 469 active participants. That works out to $10,841 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy65%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 4.0%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 16.6%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context73/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $5,084,306
Participant contributions: $3,764,238
Other contributions: $222,994
Employer share of reported contributions: 57.5%
Beginning assets: $97,175,194
Ending assets: $112,818,365
Ending net assets: $112,818,365
Ending liabilities: $0
Total income: $20,828,046
Total expenses: $5,184,875
Administrative expenses: $180,898
Participant loans: $383,648

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$11,293

2023

$13,672

2024

$10,841

Plan-paid administrative expenses per participant

2022

$231

2023

$233

2024

$270

Active participants

2022

398

2023

446

2024

469

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$10,841	469	112.8M	20250930141744NAL0011778305001
2023	$13,672	446	97.2M	20241009112812NAL0009149139001
2022	$11,293	398	78.2M	20231013120639NAL0066959282001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.3%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 383336414-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Dec 1, 1999
Industry: Health care and social assistance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2T

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
TIAA	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20250930141744NAL0011778305001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗