401(k) · DOL Form 5500 · 2022

Physicians Health Plan of Northern 401(k) Plan

Data updated 2026-08-11

$18M
Total assets
168
Participants
76th
Percentile by assets
$108,653
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Phpni Retirement Plan · Sponsored by Physicians Health Plan of Northern · Indiana · Finance & Insurance

$18M in assets, 168 participants

Physicians Health Plan of Northern's Phpni Retirement Plan reported $18M in total assets and 168 participants in its 2022 DOL Form 5500 filing, ranking in the 76th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 76th percentile by assets (of 139,126 plans)
  • #5,734 in Finance & Insurance (9,261 peers)

Coverage in Indiana

Phpni Retirement Plan covers 168 participants in Indiana, about 31% of the average Indiana filer (state average ~541 per filing). Assets: $18M.

$18M
total plan assets (2022 EOY)
168
covered participants
76th
percentile by assets (of 139,126 plans)
$108,653
avg assets per participant

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Phpni Retirement Plan sits by total assets

Phpni Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$18,253,773 Top 24% higher than 76% of 139,123 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

State
Indiana
Industry
Finance & Insurance

Participants vs Indiana filers

In Indiana, the average filing covers about 541 participants across 2,302 plans. Phpni Retirement Plan reports 168 participants - about 31% of that state average ($18M EOY assets).

Indiana filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$18M
Net Income-$6M
Employer EIN311069321
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Physicians Health Plan of Northern)

$16M$18M$20M$22M$24M$26M 202220232024 $18.3M $24.2M ▲ +32.7%
Total plan assets by year, all Physicians Health Plan of Northern plans on file
Year Plans Participants Total Assets
2022 1 168 $18M
2023 1 155 $20M
2024 1 157 $24M

Nearby 401(k) Plans in Indiana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Phpni Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Phpni Retirement Plan, Total assets ($B): 0.018253773 · Participants: 168Phpni Retirement PlanElevance Health 401(…, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(…The Lilly Employee 4…, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 4…Cummins Retirement a…, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement a…Iu Health 401(k) Sav…, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Sav…Steel Dynamics, Inc.…, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc.…
Phpni Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Phpni Retirement Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Phpni Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Phpni Retirement Plan assets move in 2022? ▼
Phpni Retirement Plan declined sharply - down 25.1% during 2022, from $24M to $18M. Reported net income was -$6M.
How have Physicians Health Plan of Northern plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Physicians Health Plan of Northern's sponsor-wide assets grew 32.7%, from $18M to $24M.
Where does Phpni Retirement Plan rank by assets among Form 5500 filers? ▼
Phpni Retirement Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Phpni Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Black Stone Natural Resources Management Company 401(k) Plan in TX ($18M, 93 participants).

Next read for Phpni Retirement Plan

Filing takeaways

Ways to act on Phpni Retirement Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 311069321.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.