401(k) · DOL Form 5500 · 2022

Patient Home Monitoring, Dba Healthcare Logistics 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
400
Participants Below avg headcount
51st
Percentile by assets National rank
$12,613
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Phm 401(k) Plan · Sponsored by Patient Home Monitoring, Dba Healthcare Logistics · Kentucky · Healthcare & Social Assistance

$5M in assets, 400 participants

Patient Home Monitoring, Dba Healthcare Logistics's Phm 401(k) Plan reported $5M in total assets and 400 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #11,311 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Phm 401(k) Plan grew sharply 22.3% in 2022 ($4M → $5M) for 400 participants.

#11,311
in Healthcare & Social Assistance (20,060 peers)
+22.3%
assets growth YoY

Phm 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Phm 401(k) Plan vs every filed plan by assets

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

$5,045,032 Top 49% higher than 51% 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

Phm 401(k) 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. Phm 401(k) Plan sits mid-pack in the medium band (400 participants).

DOL schedule card

Filing strip 384005391 · Patient Home Monitoring, Dba Healthcare Logistics PY 2022 · 401(k)

Phm 401(k) Plan · $5M · 400 · 51st

  • EOY $5M
  • EOY 400
  • EOY 51st
  • EOY 401(k)
  • EOY near Michigan Neurology Associates, PC Profit Sharing Plan
  • EOY ind #11311

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 Healthcare & Social Assistance retirement plans → · Plans in Kentucky →

Phm 401(k) Plan in the asset neighbourhood

Phm 401(k) Plan$5MMichigan Neurology Associates, PC Profit Sharing PlanMichigan Neurology Associate…$5MIntegrated Solutions Group, Inc. 401(k) Profit Sharing PlanIntegrated Solutions Group, …$5MEagle Air Freight, Inc. 401(k) Profit Sharing PlanEagle Air Freight, Inc. 401(…$5MCupples J & J Company, Inc. 401(k) Profit Sharing PlanCupples J & J Company, Inc. …$5M
End-of-year total assets ($M) among Phm 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$920K
Employer EIN384005391
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Phm 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Phm 401(k) Plan, Total assets ($B): 0.005045032 · Participants: 400Phm 401(k) PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Phm 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Phm 401(k) Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest 401(k) by assets is Michigan Neurology Associates, PC Profit Sharing Plan in MI ($5M); by covered participants it is Mile Square Transportation, Inc. 401(k)/Profit Sharing Trust in OH (400 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (400 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 Phm 401(k) Plan assets move in 2022? ▼
Phm 401(k) Plan grew sharply - up 22.3% during 2022, from $4M to $5M. Reported net income was $920K.
Which 401(k) plans are similar in size to Phm 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Michigan Neurology Associates, PC Profit Sharing Plan in MI ($5M, 90 participants).
Which 401(k) plans cover a similar participant headcount to Phm 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mile Square Transportation, Inc. 401(k)/Profit Sharing Trust in OH (400 participants, $481K 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 384005391.

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.