University of Virginia Physicians Group 401(k) and pension plans

University of Virginia Physicians Group, Charlottesville, VA. EIN 54-1124769. Annual reports 2009–2024. Also filed as University of Virginia Health Services Foundation; The University of Virginia Health Services Foundat.

University of Virginia Physicians Group has 3 active retirement plans on file. The largest is the Uva Physicians Group Retirement Plan, with 2,432 participants and $139 million in assets in 2024. TIAA has been its recordkeeper since 2017.

Active plans
3
Participants
5,511
Plan assets
$489 million
401(k) recordkeeper
TIAA
Plans on file
4
Industry
Health care

All 4 plans

Active plans first

Uva Physicians Group Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
011Employer EIN 54-1124769
Participants (2024)
2,432
Net assets (2024)
$139 million
Recordkeeper
TIAA2017–2024
Plan administrator
University of Virginia Physicians Group
100 Avon Street
Charlottesville, VA 22902
(434) 980-6180As filed for 2024
In effect since
January 1, 2017

Plans merged into this one: University of Virginia Physicians Group Administrative Staff Retirement Plan (2017).

Year by year, 2017 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20242,432$139 millionTIAA
20232,323$123 millionTIAA
20222,259$100 millionTIAA
20212,058$115 millionTIAA
20201,859$96.8 millionTIAA
20191,602$82.6 millionTIAA
20181,337$66.8 millionTIAA
20171,157$67.6 millionTIAA

Uva Physicians Group Voluntary Tax-Deferred Savings Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
010Employer EIN 54-1124769
Participants (2024)
2,323
Net assets (2024)
$127 million
Recordkeeper
Fidelity2013–2024
Plan administrator
University of Virginia Physicians Group
100 Avon ST
Charlottesville, VA 22902
(434) 972-4245As filed for 2024
In effect since
December 31, 2008
Year by year, 2013 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20242,323$127 millionFidelity
20232,351$114 millionFidelity
20222,365$95.4 millionFidelity
20212,267$110 millionFidelity
20202,193$96.1 millionFidelity
20192,076$84.5 millionFidelity
20181,925$69.8 millionFidelity
20171,847$71.6 millionFidelity
20161,367$39.1 millionFidelity
20151,773$56.6 millionFidelity
20141,686$56.3 millionFidelity
20133,035$52.1 millionFidelity

University of Virginia Physicians Group Clinicians Supplemental Retirement Plan

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
009Employer EIN 54-1124769
Participants (2024)
756
Net assets (2024)
$223 million
Administered by
Alight2023–2024
Plan administrator
University of Virginia Physicians Group
100 Avon ST
Charlottesville, VA 22902
(434) 980-6180As filed for 2024
In effect since
January 1, 2002

Earlier sponsor: University of Virginia Health Services Foundation (2009–2010).

Earlier plan names: University of Virginia Health Services Foundation Clinicians Supplemental Retirement Plan; Uva Physicians Group; Uva HSF Clinicians Supplemental Retirement Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
2024756$223 millionAlight
2023765$215 millionAlight
2022780$185 millionnot listed
2021803$238 millionnot listed
2020816$206 millionnot listed
2019830$160 millionnot listed
2018848$121 millionnot listed
2017864$117 millionnot listed
2016827$89.2 millionnot listed
2015785$74.8 millionnot listed
2014716$71.8 millionnot listed
2013637$58.8 millionnot listed
2012587$48.4 millionnot listed
2011556$36.3 millionnot listed
2010522$31.1 millionnot listed
2009505$22.5 millionnot listed

University of Virginia Physicians Group Administrative Staff Retirement Plan

401(k)Merged

Merged. In 2017 its assets moved to the Uva Physicians Group Retirement Plan, sponsored by University of Virginia Physicians Group (EIN 54-1124769, plan 011). Accounts moved with them, so that plan is the one to contact.

Plan number
008Employer EIN 54-1124769
Participants (2016)
995
Net assets (2016)
$55.4 million
Recordkeeper
Fidelity2009–2016
Plan administrator
University of Virginia Physicians Group
4105 Lewis and Clark Drive
Charlottesville, VA 22911
(434) 980-6180As filed for 2017
In effect since
July 1, 1996

Earlier sponsor: The University of Virginia Health Services Foundat (2009–2010).

Earlier plan names: University of Virginia Health Services Foundation Administrative Staff Retirement Plan.

Year by year, 2009 to 2017
Plan yearParticipantsNet assetsRecordkeeper
20170$0not listed
2016995$55.4 millionFidelity
2015882$49.5 millionFidelity
2014801$47.6 millionFidelity
2013797$43.8 millionFidelity
2012659$35.6 millionFidelity
2010627$28.4 millionFidelity
2009609$23.9 millionFidelity

If you had money in one of these plans

  1. Call TIAA (tiaa.org), which runs the Uva Physicians Group Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((434) 980-6180). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
  4. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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