401(k) · DOL Form 5500 · 2023

Phdata Inc 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
248
Participants Below avg headcount
73rd
Percentile by assets National rank
$80,777
Avg per participant Below avg balance/head
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Official DOL plan name: Phdata 401(k) Plan · Sponsored by Phdata Inc · Minnesota · Professional & Technical Services

$20M in assets, 248 participants

Phdata Inc's Phdata 401(k) Plan reported $20M in total assets and 248 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.

  • #14,725 in Professional & Technical Services (20,321 peers)

Coverage in Minnesota

Phdata 401(k) Plan covers 248 participants in Minnesota, about 22% of the average Minnesota filer (state average ~1,126 per filing). Assets: $20M.

#14,725
in Professional & Technical Services (20,321 peers)
+67.3%
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 2023 · DOL Form 5500

$20,032,707 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

Phdata 401(k) 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. Phdata 401(k) Plan sits mid-pack in the medium band (248 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phdata 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Phdata 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Phdata 401(k) Plan reported participants rose from 180 in the plan year 2022 filing to 248 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 472418349 · Phdata Inc PY 2023 · 401(k)

Phdata 401(k) Plan · $20M · 248 · 73rd

  • EBSA $20M
  • EBSA 248
  • EBSA 73rd
  • EBSA 401(k)
  • EBSA near Park 100 Foods 401(k) Savings Plan
  • EBSA ind #14725

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

Phdata 401(k) Plan$20MPark 100 Foods 401(k) Savings PlanPark 100 Foods 401(k) Saving…$20MLinetec 401(k) Plan$20MNorth American Hoganas Union 401(k) PlanNorth American Hoganas Union…$20MGuardian Alarm Company 401(k) Profit Sharing Plan & TrustGuardian Alarm Company 401(k…$20M
End-of-year total assets ($M) among Phdata 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$20M
Net Income$8M
Employer EIN472418349
Plan Effective Date2018-01-01
Filing StatusFILING 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
$10M$15M$20M$25M$30M 202220232024 $12M $27.4M ▲ +129.2%
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.

Phdata 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Phdata 401(k) Plan, Total assets ($B): 0.020032707 · Participants: 248Phdata 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Phdata 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Phdata 401(k) Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Park 100 Foods 401(k) Savings Plan in IN ($20M); by covered participants it is Exotic Rubber & Plastics Corp. 401(k) Plan in MI (248 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 (248 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 Phdata 401(k) Plan assets move in 2023? ▼
Phdata 401(k) Plan surged - up 67.3% during 2023, from $12M to $20M. Reported net income was $8M.
How have Phdata Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phdata Inc's sponsor-wide assets grew 129.1%, from $12M to $27M.
Which 401(k) plans are similar in size to Phdata 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Park 100 Foods 401(k) Savings Plan in IN ($20M, 520 participants).
Which 401(k) plans cover a similar participant headcount to Phdata 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Exotic Rubber & Plastics Corp. 401(k) Plan in MI (248 participants, $28M 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 472418349.

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.