401(k) · DOL Form 5500 · 2022

Josephson-Wallack-Munshower Neurology, P.C. 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
150
Participants Small participant base
85th
Percentile by assets National rank
$250,156
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan · Sponsored by Josephson-Wallack-Munshower Neurology, P.C. · Indiana · Healthcare & Social Assistance

$38M in assets, 150 participants

Josephson-Wallack-Munshower Neurology, P.C.'s Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan reported $38M in total assets and 150 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.

  • #17,582 in Healthcare & Social Assistance (20,060 peers)

Coverage in Indiana

Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan covers 150 participants in Indiana, about 28% of the average Indiana filer (state average ~541 per filing). Assets: $38M.

#17,582
in Healthcare & Social Assistance (20,060 peers)
+1.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan's outsized position by total assets

Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan vs every filed plan by assets

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

$37,523,401 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

Josephson-Wallack-Munshower Neurology, P.C. 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. Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan sits mid-pack in the medium band (150 participants).

Plan-year Form 5500 strip

Filing strip 351898297 · Josephson-Wallack-Munshower Neurology, P.C. PY 2022 · 401(k)

Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan · $38M · 150 · 85th

  • BOOK $38M
  • VS-ST 150
  • BOY 85th
  • SCH 401(k)
  • EBSA near Waste Pro USA, Inc. 401(k) Plan
  • PART ind #17582

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 Indiana →

Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan in the asset neighbourhood

Valcor Engineering Corporation 401(k) Thrift Savings PlanValcor Engineering Corporati…$38MOrthopaedic and Neurological Rehabilitation, Inc. Profit Sharing PlanOrthopaedic and Neurological…$38MJosephson-Wallack-Munshower Neurology, P.C. Profit Sharing PlanJosephson-Wallack-Munshower …$38MWaste Pro USA, Inc. 401(k) PlanWaste Pro USA, Inc. 401(k) P…$38MOvivo 401(k) Plan$38M
End-of-year total assets ($M) among Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$38M
Net Income$617K
Employer EIN351898297
Plan Effective Date1993-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Josephson-Wallack-Munshower Neurology, P.C.)

Sponsor-wide plan assets over time

All Josephson-Wallack-Munshower Neurology, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 24.578217203712423% vs 2022
2023 filing year
$35M$40M$45M$50M 20222023 $37.5M $46.8M ▲ +24.6%
Year Plans Participants Total Assets
2022 1 150 $38M
2023 1 165 $47M

Nearby 401(k) Plans in Indiana

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

Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan, Total assets ($B): 0.037523401 · Participants: 150Josephson-Wallack-Munshower Neurology, P.C. 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
Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan side-by-side with 3 peers →

Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Waste Pro USA, Inc. 401(k) Plan in FL ($38M); by covered participants it is American Office 401(k) Retirement Savings Plan in MD (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 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 Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan assets move in 2022? ▼
Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan edged up modestly - up 1.7% during 2022, from $37M to $38M. Reported net income was $617K.
How have Josephson-Wallack-Munshower Neurology, P.C. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Josephson-Wallack-Munshower Neurology, P.C.'s sponsor-wide assets grew 24.6%, from $38M to $47M.
Where does Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Josephson-Wallack-Munshower Neurology, P.C. 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 Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Waste Pro USA, Inc. 401(k) Plan in FL ($38M, 2,756 participants).
Which 401(k) plans cover a similar participant headcount to Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Office 401(k) Retirement Savings Plan in MD (150 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 351898297.

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.