Employers › Universal Health Services
Recordkeeping fees per participant · Universal Health Services, Inc. Retirement Savings Plan · plan year 2024
$42.25
Higher than 69% of the 790 plans over $1B that report it.
= $2,178,986 / 51,571
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251008084307NAL0012934370001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008084307NAL0012934370001, received 2025-10-08
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-08.
Administrative expenses excluding investment management, per participant
$43.05
Higher than 47% of the 1,045 plans over $1B that report it.
= $2,220,386 / 51,571
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251008084307NAL0012934370001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008084307NAL0012934370001, received 2025-10-08
Administrative expenses per participant
$45.44
Higher than 25% of the 1,076 plans over $1B that report it.
= $2,343,424 / 51,571
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008084307NAL0012934370001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008084307NAL0012934370001, received 2025-10-08
Administrative expenses as a share of assets
0.064%
Higher than 67% of the 1,076 plans over $1B that report it.
= $2,343,424 / $3,668,667,140
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008084307NAL0012934370001, received 2025-10-08
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251008084307NAL0012934370001, received 2025-10-08
Employer contributions per participant
$1,537
Higher than 11% of the 1,135 plans over $1B that report it.
= $79,262,984 / 51,571
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008084307NAL0012934370001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008084307NAL0012934370001, received 2025-10-08
Employer share of total contributions
21.4%
Higher than 13% of the 1,135 plans over $1B that report it.
= $79,262,984 / $370,062,923
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008084307NAL0012934370001, received 2025-10-08
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251008084307NAL0012934370001, received 2025-10-08
Plan terms are described in Universal Health Services, Inc.'s SEC filings: Form 10-K filed 2026-02-25. No term could be quoted from them with the required precision.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251008084307NAL0012934370001, received 2025-10-08
| Field | Value | Source |
|---|---|---|
| Plan sponsor | UNIVERSAL HEALTH SERVICES, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251008084307NAL0012934370001, received 2025-10-08 |
| Plan name | UNIVERSAL HEALTH SERVICES, INC. RETIREMENT SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251008084307NAL0012934370001, received 2025-10-08 |
| Sponsor EIN / plan number | 23-2077891 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251008084307NAL0012934370001, received 2025-10-08 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251008084307NAL0012934370001, received 2025-10-08 |
| Sponsor location | KING OF PRUSSIA, PA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251008084307NAL0012934370001, received 2025-10-08 |
| Industry (business code) | 622000, Health care and social assistance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251008084307NAL0012934370001, received 2025-10-08 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251008084307NAL0012934370001, received 2025-10-08 |
| Filing received | 2025-10-08 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251008084307NAL0012934370001, received 2025-10-08 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251008084307NAL0012934370001, received 2025-10-08 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251008084307NAL0012934370001, received 2025-10-08 |
| Participants, beginning of year | 80,651 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251008084307NAL0012934370001, received 2025-10-08 |
| Active participants | 64,799 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251008084307NAL0012934370001, received 2025-10-08 |
| Participants, end of year | 80,921 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251008084307NAL0012934370001, received 2025-10-08 |
| Participants with an account balance | 51,571 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008084307NAL0012934370001, received 2025-10-08 |
| Total assets, beginning of year | $3,236,326,384 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251008084307NAL0012934370001, received 2025-10-08 |
| Total assets, end of year | $3,668,667,140 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251008084307NAL0012934370001, received 2025-10-08 |
| Net assets, end of year | $3,668,667,140 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251008084307NAL0012934370001, received 2025-10-08 |
| Total income | $845,656,074 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251008084307NAL0012934370001, received 2025-10-08 |
| Net income | $432,340,756 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251008084307NAL0012934370001, received 2025-10-08 |
| Employer contributions | $79,262,984 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008084307NAL0012934370001, received 2025-10-08 |
| Participant contributions | $261,915,042 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251008084307NAL0012934370001, received 2025-10-08 |
| Other contributions (incl. rollovers) | $28,884,897 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251008084307NAL0012934370001, received 2025-10-08 |
| Total contributions | $370,062,923 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251008084307NAL0012934370001, received 2025-10-08 |
| Benefit payments | $410,251,756 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251008084307NAL0012934370001, received 2025-10-08 |
| Total expenses (incl. benefit payments) | $413,315,318 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251008084307NAL0012934370001, received 2025-10-08 |
| Total administrative expenses | $2,343,424 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008084307NAL0012934370001, received 2025-10-08 |
| Contract administrator fees | $10,800 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251008084307NAL0012934370001, received 2025-10-08 |
| Recordkeeping fees | $2,178,986 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251008084307NAL0012934370001, received 2025-10-08 |
| IQPA audit fees | $30,600 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251008084307NAL0012934370001, received 2025-10-08 |
| Investment advisory and management fees | $123,038 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251008084307NAL0012934370001, received 2025-10-08 |
| Administrative expenses excluding investment management | $2,220,386 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251008084307NAL0012934370001, received 2025-10-08 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251008084307NAL0012934370001, received 2025-10-08 |
| Held in common/collective trusts | $2,944,631,529 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251008084307NAL0012934370001, received 2025-10-08 |
| Held in mutual funds | $505,024,186 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251008084307NAL0012934370001, received 2025-10-08 |
| Independent auditor | TORRILLO & ASSOCIATES, LLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251008084307NAL0012934370001, received 2025-10-08 |
Position = column in the DOL layout for form year 2024. Filing 20251008084307NAL0012934370001, received 2025-10-08.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees | $2,189,786 | yes |
| MMA SECURITIES LLC | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $123,038 | no |
| TORRILLO & ASSOCIATES, LLC | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $30,600 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251008084307NAL0012934370001, received 2025-10-08.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $3,236,326,384 | $3,668,667,140 | 13.4% |
| Participants with a balance | 50,392 | 51,571 | 2.3% |
| Administrative expenses | $2,552,990 | $2,343,424 | -8.2% |
| Recordkeeping fees per participant | $47.88 | $42.25 | -11.8% |
| Employer contributions | $73,746,833 | $79,262,984 | 7.5% |
Prior filing 20240917132732NAL0005255392001, received 2024-09-17; the plan years are contiguous.
Sponsor name as filed: UNIVERSAL HEALTH SERVICES, INC.; SEC registrant: UNIVERSAL HEALTH SERVICES INC (CIK 352915, matched by EIN; display name from the Form 10-K cover).