How big is Utica Physicians Association, Ltd.'s plan?

Utica Physicians Association, Ltd.'s plan reported $6.1M in assets and 5 participants for 2025.

Original filing (PDF)20260218083744NAL0007941011001

Utica Physicians Association, Ltd.

Name: Utica Physicians Association, Ltd. — Utica Physician, Form 5500 (2025)
Creator: Utica Physicians Association, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Utica Physicians' Association, Ltd. 401(k) Profit Sharing Plan

401(k) retirement plan · Utica Physicians Association, Ltd.'s Utica Physicians' Association, Ltd. 401(k) Profit Sharing Plan held $6.1M in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

People on this filing

LEA ANN Nunley signed Utica Physicians Association, Ltd.'s 2025 Form 5500 as plan administrator.

LEA ANN Nunley — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Utica Physicians Association, Ltd.'s EIN is 73-1255640.

EIN 73-1255640

Plan number 001

Plan year 2025

ACK ID 20260218083744NAL0007941011001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Utica Physicians Association, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Utica Physicians Association, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA), a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UTICA PHYSICIANS ASSOCIATION, LTD..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

UTICA PHYSICIANS ASSOCIATION, LTD.

EIN

all filings

Address

6840 SOUTH TRENTON AVE. · TULSA, OK · 741364106

Phone

(918) 747-5585

Industry

Other Services (ex. Public Admin)

Plan administrator