Money Purchase · DOL Form 5500 · 2022

Family Health International Money Purchase Plan

Data updated 2026-08-25

$197M
Total assets Near avg plan size
1,306
Participants Near avg headcount
96th
Percentile by assets National rank
$150,744
Avg per participant Above avg balance/head
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Official DOL plan name: Fhi 360 Employees' Pension Plan · Sponsored by Family Health International · North Carolina · Professional & Technical Services

$197M in assets, 1,306 participants

Family Health International's Fhi 360 Employees' Pension Plan reported $197M in total assets and 1,306 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #20,837 in Professional & Technical Services (21,562 peers)

Where Fhi 360 Employees' Pension Plan sits by assets

Fhi 360 Employees' Pension Plan sits in the top 5% of all filed plans by assets, $197M for 1,306 participants (~$150,744/participant), down 14.6% in 2022.

#20,837
in Professional & Technical Services (21,562 peers)
-14.6%
assets change YoY
2.0×
vs typical plan assets (national mean)

The plan reported a net loss of $34M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fhi 360 Employees' Pension Plan's outsized position by total assets

Fhi 360 Employees' Pension Plan vs every filed plan by assets

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

$196,871,715 Top 4% higher than 96% 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

Fhi 360 Employees' Pension Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fhi 360 Employees' Pension Plan lands in the large band (1,306 participants).

Form 5500 schedule snapshot

Filing strip 237413005 · Family Health International PY 2022 · Money Purchase

Fhi 360 Employees' Pension Plan · $197M · 1,306 · 96th

  • 5500 $197M
  • 5500 1,306
  • 5500 96th
  • 5500 Money Purchase
  • 5500 near Rhode Island Laborers Annuity Fund
  • 5500 ind #20837

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 Professional & Technical Services retirement plans → · Plans in North Carolina →

Fhi 360 Employees' Pension Plan in the asset neighbourhood

Chmc Anesthesia Foundation, Inc. Money Purchase Pension PlanChmc Anesthesia Foundation, …$199MFhi 360 Employees' Pension PlanFhi 360 Employees' Pension P…$197MRhode Island Laborers Annuity FundRhode Island Laborers Annuit…$195MSouthern New Hampshire University Retirement Plan and TrustSouthern New Hampshire Unive…$195MLocal 191 I.B.E.W. Money Purchase PlanLocal 191 I.B.E.W. Money Pur…$194M
End-of-year total assets ($M) among Fhi 360 Employees' Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$231M
Net Assets (End of Year)$197M
Net Income-$34M
Employer EIN237413005
Plan Effective Date1975-02-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Family Health International)

Sponsor-wide plan assets over time

All Family Health International plans reported in each filing year

Latest sponsor-wide plan assets
$460M 29.984487327863235% vs 2022
2024 filing year
$300M$350M$400M$450M$500M 202220232024 $354M $460M ▲ +30.0%
Year Plans Participants Total Assets
2022 2 2,488 $354M
2023 2 2,813 $414M
2024 2 2,526 $460M

Nearby Money Purchase Plans in North Carolina

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Fhi 360 Employees' Pension Plan vs. nearby Money Purchase plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -2000200400600 Total assets ($M) Participants Fhi 360 Employees' Pension Plan, Total assets ($M): 196.871715 · Participants: 1306Fhi 360 Employees' Pension PlanMoney Purchase Pension Plan of Wake Forest University Health Sciences, Total assets ($M): 478.658982 · Participants: 2393Money Purchase Pension Plan of Wake Forest University Health SciencesNew England Life Insurance Company Agents' Retirement Plan and Trust, Total assets ($M): 95.113597 · Participants: 0New England Life Insurance Company Agents' Retirement Plan and TrustCarteret County General Hospital Money Purchase Pension Plan, Total assets ($M): 45.724796 · Participants: 745Carteret County General Hospital Money Purchase Pension PlanGoodwill Industries of Northwest North Carolina, Inc Money Purchase Plan, Total assets ($M): 17.472554 · Participants: 1145Goodwill Industries of Northwest North Carolina, Inc Money Purchase PlanAppalachian Regional Healthcare System Frozen Retirement Savings Plan, Total assets ($M): 11.297661 · Participants: 267Appalachian Regional Healthcare System Frozen Retirement Savings Plan
Fhi 360 Employees' Pension Plan vs. nearby Money Purchase plans in North Carolina, assets vs. participants
Compare Fhi 360 Employees' Pension Plan side-by-side with 3 peers →

Fhi 360 Employees' Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside North Carolina, the nearest Money Purchase by assets is Rhode Island Laborers Annuity Fund in RI ($195M); by covered participants it is U.a. Local Union No. 614 Pension Plan in TN (1,308 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,306 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 Fhi 360 Employees' Pension Plan assets move in 2022? ▼
Fhi 360 Employees' Pension Plan pulled back noticeably - down 14.6% during 2022, from $231M to $197M. Reported net income was -$34M.
How have Family Health International plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Family Health International's sponsor-wide assets grew 30.0%, from $354M to $460M.
Where does Fhi 360 Employees' Pension Plan rank by assets among Form 5500 filers? ▼
Fhi 360 Employees' Pension Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Money Purchase plans are similar in size to Fhi 360 Employees' Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Rhode Island Laborers Annuity Fund in RI ($195M, 8,566 participants).
Which Money Purchase plans cover a similar participant headcount to Fhi 360 Employees' Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is U.a. Local Union No. 614 Pension Plan in TN (1,308 participants, $166M 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 237413005.

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.