401(k) · DOL Form 5500 · 2022

Phd, Inc. 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
227
Participants Below avg headcount
85th
Percentile by assets National rank
$160,799
Avg per participant Above avg balance/head
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Official DOL plan name: International Automation, Inc. Employees Profit Sharing Plan · Sponsored by Phd, Inc. · Indiana · Manufacturing

$37M in assets, 227 participants

Phd, Inc.'s International Automation, Inc. Employees Profit Sharing Plan reported $37M in total assets and 227 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #16,180 in Manufacturing (20,602 peers)

Coverage in Indiana

International Automation, Inc. Employees Profit Sharing Plan covers 227 participants in Indiana, about 42% of the average Indiana filer (state average ~541 per filing). Assets: $37M.

#16,180
in Manufacturing (20,602 peers)
-19.2%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

International Automation, Inc. Employees Profit Sharing Plan's outsized position by total assets

International Automation, Inc. Employees Profit Sharing Plan vs every filed plan by assets

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

$36,501,331 Top 15% higher than 85% 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

International Automation, Inc. Employees Profit Sharing 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. International Automation, Inc. Employees Profit Sharing Plan sits mid-pack in the medium band (227 participants).

EBSA filing schedule strip

Filing strip 351000183 · Phd, Inc. PY 2022 · 401(k)

International Automation, Inc. Employees Profit Sharing Plan · $37M · 227 · 85th

  • BOOK $37M
  • BOOK 227
  • BOOK 85th
  • BOOK 401(k)
  • BOOK near Summit Financial Group, Inc. Defined Contribution Plan
  • BOOK ind #16180

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 Manufacturing retirement plans → · Plans in Indiana →

International Automation, Inc. Employees Profit Sharing Plan in the asset neighbourhood

Summit Financial Group, Inc. Defined Contribution PlanSummit Financial Group, Inc.…$37MLozano Smith 401(k) Profit Sharing PlanLozano Smith 401(k) Profit S…$37MPathways 401(k) Plan$37MInternational Automation, Inc. Employees Profit Sharing PlanInternational Automation, In…$37MMiller Zell Inc. 401(k) Retirement PlanMiller Zell Inc. 401(k) Reti…$36M
End-of-year total assets ($M) among International Automation, Inc. Employees Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$37M
Net Income-$9M
Employer EIN351000183
Plan Effective Date1978-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phd, Inc.)

Sponsor-wide plan assets over time

All Phd, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 14.143328088501757% vs 2022
2024 filing year
$34M$36M$38M$40M$42M$44M 202220232024 $36.5M $41.7M ▲ +14.1%
Year Plans Participants Total Assets
2022 1 227 $37M
2023 1 228 $39M
2024 1 228 $42M

Nearby 401(k) Plans in Indiana

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

International Automation, Inc. Employees Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants International Automation, Inc. Employees Profit Sharing Plan, Total assets ($B): 0.036501331 · Participants: 227International Automation, Inc. Employees Profit Sharing 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
International Automation, Inc. Employees Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare International Automation, Inc. Employees Profit Sharing Plan side-by-side with 3 peers →

International Automation, Inc. Employees Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Summit Financial Group, Inc. Defined Contribution Plan in WV ($37M); by covered participants it is Traditional Bank, Inc. 401(k) Profit Sharing Plan in KY (227 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($37M here).

Similar participant headcount

Nearest other-state filings by covered participants (227 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 International Automation, Inc. Employees Profit Sharing Plan assets move in 2022? ▼
International Automation, Inc. Employees Profit Sharing Plan declined sharply - down 19.2% during 2022, from $45M to $37M. Reported net income was -$9M.
How have Phd, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phd, Inc.'s sponsor-wide assets grew 14.1%, from $37M to $42M.
Where does International Automation, Inc. Employees Profit Sharing Plan rank by assets among Form 5500 filers? ▼
International Automation, Inc. Employees Profit Sharing Plan ranks in the 85th 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 International Automation, Inc. Employees Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Summit Financial Group, Inc. Defined Contribution Plan in WV ($37M, 432 participants).
Which 401(k) plans cover a similar participant headcount to International Automation, Inc. Employees Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Traditional Bank, Inc. 401(k) Profit Sharing Plan in KY (227 participants, $28M 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 351000183.

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.