401(k) · DOL Form 5500 · 2023

Premier Health Associates, LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
138
Participants Small participant base
77th
Percentile by assets National rank
$190,360
Avg per participant Above avg balance/head
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Official DOL plan name: Pha, LLC 401(k) Profit Sharing Plan · Sponsored by Premier Health Associates, LLC · New Jersey · Healthcare & Social Assistance

$26M in assets, 138 participants

Premier Health Associates, LLC's Pha, LLC 401(k) Profit Sharing Plan reported $26M in total assets and 138 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #14,290 in Healthcare & Social Assistance (17,684 peers)

Coverage in New Jersey

Pha, LLC 401(k) Profit Sharing Plan covers 138 participants in New Jersey, about 16% of the average New Jersey filer (state average ~844 per filing). Assets: $26M.

#14,290
in Healthcare & Social Assistance (17,684 peers)
+24.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Pha, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Pha, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$26,269,636 Top 23% higher than 77% 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

Pha, LLC 401(k) Profit Sharing 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. Pha, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pha, LLC 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Pha, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $21M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Pha, LLC 401(k) Profit Sharing Plan reported participants fell from 141 in the plan year 2022 filing to 138 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 223346995 · Premier Health Associates, LLC PY 2023 · 401(k)

Pha, LLC 401(k) Profit Sharing Plan · $26M · 138 · 77th

  • BOY $26M
  • SCH 138
  • EBSA 77th
  • PART 401(k)
  • TYPE near Maine Community Bancorp 401(k) Retirement Plan
  • NET ind #14290

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 New Jersey →

Pha, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Pha, LLC 401(k) Profit Sharing PlanPha, LLC 401(k) Profit Shari…$26MMaine Community Bancorp 401(k) Retirement PlanMaine Community Bancorp 401(…$26MEmery & Sons Construction Group, LLC Retirement and Savings PlanEmery & Sons Construction Gr…$26MStewart & Tate Employees Profit Sharing PlanStewart & Tate Employees Pro…$26MNewsela, Inc. 401(k) Retirement Savings PlanNewsela, Inc. 401(k) Retirem…$26M
End-of-year total assets ($M) among Pha, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$26M
Net Income$5M
Employer EIN223346995
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Premier Health Associates, LLC)

Sponsor-wide plan assets over time

All Premier Health Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$30M 43.87286456261833% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $21.1M $30.3M ▲ +43.9%
Year Plans Participants Total Assets
2022 1 141 $21M
2023 1 138 $26M
2024 1 159 $30M

Nearby 401(k) Plans in New Jersey

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

Pha, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Pha, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.026269636 · Participants: 138Pha, LLC 401(k) Profit Sharing PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Pha, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Pha, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Pha, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Maine Community Bancorp 401(k) Retirement Plan in ME ($26M); by covered participants it is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 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 Pha, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Pha, LLC 401(k) Profit Sharing Plan grew sharply - up 24.8% during 2023, from $21M to $26M. Reported net income was $5M.
How have Premier Health Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Premier Health Associates, LLC's sponsor-wide assets grew 43.9%, from $21M to $30M.
Where does Pha, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Pha, LLC 401(k) Profit Sharing Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Pha, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Maine Community Bancorp 401(k) Retirement Plan in ME ($26M, 153 participants).
Which 401(k) plans cover a similar participant headcount to Pha, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 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 223346995.

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.