401(k) · DOL Form 5500 · 2022
Phdata Inc 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 180
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $66,506
- Avg per participant Below avg balance/head
Official DOL plan name: Phdata 401(k) Plan · Sponsored by Phdata Inc · Minnesota · Professional & Technical Services
$12M in assets, 180 participants
Phdata Inc's Phdata 401(k) Plan reported $12M in total assets and 180 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.
- #14,587 in Professional & Technical Services (21,562 peers)
Coverage in Minnesota
Phdata 401(k) Plan covers 180 participants in Minnesota, about 16% of the average Minnesota filer (state average ~1,126 per filing). Assets: $12M.
- #14,587
- in Professional & Technical Services (21,562 peers)
- +26.0%
- assets growth YoY
Phdata 401(k) Plan's outsized position by total assets
Phdata 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,971,072 Top 32% higher than 68% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Phdata 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. Phdata 401(k) Plan sits mid-pack in the medium band (180 participants).
Plan-year Form 5500 strip
Filing strip 472418349 · Phdata Inc PY 2022 · 401(k)
Phdata 401(k) Plan · $12M · 180 · 68th
- EOY $12M
- 5500 180
- ASSETS 68th
- PCT 401(k)
- EIN near Champlain Cable Corporation 401(k) Plan
- RANK ind #14587
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 Minnesota →
Phdata 401(k) Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 472418349 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Phdata Inc)
Sponsor-wide plan assets over time
All Phdata Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 129.12889505634917% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 180 | $12M |
| 2023 | 1 | 248 | $20M |
| 2024 | 1 | 314 | $27M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $18.6B · 176,886
- Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan) $12.2B · 38,825
- Target Corporation 401(k) Plan $11.2B · 400,422
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $11.1B · 37,159
- U.S. Bank 401(k) Savings Plan $8.3B · 67,646
Phdata 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Champlain Cable Corporation 401(k) Plan in VT ($12M); by covered participants it is Severson Group 401(k) Plan in CA (180 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (180 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.