401(k) · DOL Form 5500 · 2023

Physicians Health Plan of Northern 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
155
Participants Small participant base
73rd
Percentile by assets National rank
$131,326
Avg per participant Near avg balance/head
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Official DOL plan name: Phpni Retirement Plan · Sponsored by Physicians Health Plan of Northern · Indiana · Finance & Insurance

$20M in assets, 155 participants

Physicians Health Plan of Northern's Phpni Retirement Plan reported $20M in total assets and 155 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,282 in Finance & Insurance (8,869 peers)

Coverage in Indiana

Phpni Retirement Plan covers 155 participants in Indiana, about 29% of the average Indiana filer (state average ~541 per filing). Assets: $20M.

#5,282
in Finance & Insurance (8,869 peers)
+11.5%
assets growth YoY

Phpni Retirement Plan's outsized position by total assets

Phpni Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$20,355,585 Top 27% higher than 73% of 127,068 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 2023

Phpni Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phpni Retirement Plan sits mid-pack in the medium band (155 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phpni Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Phpni Retirement Plan end-of-year assets rose from $18M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Phpni Retirement Plan reported participants fell from 168 in the plan year 2022 filing to 155 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 311069321 · Physicians Health Plan of Northern PY 2023 · 401(k)

Phpni Retirement Plan · $20M · 155 · 73rd

  • ASSETS $20M
  • PCT 155
  • EIN 73rd
  • RANK 401(k)
  • PHOTO near Quizlet, Inc. 401(k) Plan
  • IND ind #5282

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 Finance & Insurance retirement plans → · Plans in Indiana →

Phpni Retirement Plan in the asset neighbourhood

Phpni Retirement Plan$20MQuizlet, Inc. 401(k) Plan$20MBluefors Cryocooler Technologies Inc. 401(k) PlanBluefors Cryocooler Technolo…$20MTrans-System, Inc. 401(k) PlanTrans-System, Inc. 401(k) Pl…$20MAssistrx, Inc. 401(k) Profit Sharing Plan and TrustAssistrx, Inc. 401(k) Profit…$20M
End-of-year total assets ($M) among Phpni Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN311069321
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Physicians Health Plan of Northern)

Sponsor-wide plan assets over time

All Physicians Health Plan of Northern plans reported in each filing year

Latest sponsor-wide plan assets
$24M 32.657862021183234% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $18.3M $24.2M ▲ +32.7%
Year Plans Participants Total Assets
2022 1 168 $18M
2023 1 155 $20M
2024 1 157 $24M

Nearby 401(k) Plans in Indiana

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

Phpni Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Phpni Retirement Plan, Total assets ($B): 0.020355585 · Participants: 155Phpni Retirement PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Phpni Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Phpni Retirement Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is Quizlet, Inc. 401(k) Plan in CA ($20M); by covered participants it is Fraser Business Equipment Salary Deferral Plan in PA (155 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (155 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Phpni Retirement Plan assets move in 2023? ▼
Phpni Retirement Plan grew at a solid clip - up 11.5% during 2023, from $18M to $20M. Reported net income was $2M.
How have Physicians Health Plan of Northern plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Physicians Health Plan of Northern's sponsor-wide assets grew 32.7%, from $18M to $24M.
Which 401(k) plans are similar in size to Phpni Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Quizlet, Inc. 401(k) Plan in CA ($20M, 234 participants).
Which 401(k) plans cover a similar participant headcount to Phpni Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fraser Business Equipment Salary Deferral Plan in PA (155 participants, $14M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 311069321.

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.