401(k) · DOL Form 5500 · 2022

Physicians Health Plan of Northern 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
168
Participants Small participant base
76th
Percentile by assets National rank
$108,653
Avg per participant Below avg balance/head
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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.

  • #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.

#5,734
in Finance & Insurance (9,261 peers)
-25.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Phpni Retirement Plan's outsized position 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 $2,050,000,000 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

Phpni Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phpni Retirement Plan sits mid-pack in the medium band (168 participants).

EBSA filing schedule strip

Filing strip 311069321 · Physicians Health Plan of Northern PY 2022 · 401(k)

Phpni Retirement Plan · $18M · 168 · 76th

  • PHOTO $18M
  • IND 168
  • EOY 76th
  • 5500 401(k)
  • ASSETS near Black Stone Natural Resources Management Company 401(k) Plan
  • PCT ind #5734

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Indiana →

Phpni Retirement Plan in the asset neighbourhood

Phpni Retirement Plan$18MBlack Stone Natural Resources Management Company 401(k) PlanBlack Stone Natural Resource…$18MSdpmna Savings and Retirement PlanSdpmna Savings and Retiremen…$18MAce Parking Management, Inc. 401(k) Savings PlanAce Parking Management, Inc.…$18MSchull Construction Co. Profit Sharing Plan with 401(k) FeatureSchull Construction Co. Prof…$18M
End-of-year total assets ($M) among Phpni Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Physicians Health Plan of Northern plans reported in each filing year

Latest sponsor-wide plan assets
$24M 32.657862021183234% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $18.3M $24.2M ▲ +32.7%
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(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Phpni Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Phpni Retirement Plan side-by-side with 3 peers →

Phpni Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Black Stone Natural Resources Management Company 401(k) Plan in TX ($18M); by covered participants it is Mmi-Es 401(k) Retirement Plan in MI (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to Phpni Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mmi-Es 401(k) Retirement Plan in MI (168 participants, N/A in assets).

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.