Other · DOL Form 5500 · 2023

Family Health International Retirement Plan

Data updated 2026-08-25

$183M
Total assets Near avg plan size
1,404
Participants Near avg headcount
94th
Percentile by assets National rank
$130,075
Avg per participant Near avg balance/head
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Official DOL plan name: Fhi 360 Employees' 403(b) Plan · Sponsored by Family Health International · North Carolina · Professional & Technical Services

$183M in assets, 1,404 participants

Family Health International's Fhi 360 Employees' 403(b) Plan reported $183M in total assets and 1,404 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #19,420 in Professional & Technical Services (20,321 peers)

Where Fhi 360 Employees' 403(b) Plan sits by assets

Fhi 360 Employees' 403(b) Plan sits in the top 10% of all filed plans by assets, $183M for 1,404 participants (~$130,075/participant), up 16.1% in 2023.

#19,420
in Professional & Technical Services (20,321 peers)
+16.1%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Fhi 360 Employees' 403(b) Plan's outsized position by total assets

Fhi 360 Employees' 403(b) Plan vs every filed plan by assets

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

$182,625,270 Top 6% higher than 94% 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

Fhi 360 Employees' 403(b) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fhi 360 Employees' 403(b) Plan lands in the large band (1,404 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fhi 360 Employees' 403(b) Plan reported net income rose from -$29M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Fhi 360 Employees' 403(b) Plan reported participants rose from 1,182 in the plan year 2022 filing to 1,404 in the plan year 2023 filing.
  • Fhi 360 Employees' 403(b) Plan end-of-year assets rose from $157M in the plan year 2022 filing to $183M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 237413005 · Family Health International PY 2023 · Other

Fhi 360 Employees' 403(b) Plan · $183M · 1,404 · 94th

  • RANK $183M
  • RANK 1,404
  • RANK 94th
  • RANK Other
  • RANK near Biola University Defined Contribution Retirement Plan
  • RANK ind #19420

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 North Carolina →

Fhi 360 Employees' 403(b) Plan in the asset neighbourhood

Cais Multiple Employer Plan$183MOhio Wesleyan University Defined Contribution Retirement Plan and Tax Deferred Annuity PlanOhio Wesleyan University Def…$183MFhi 360 Employees' 403(b) PlanFhi 360 Employees' 403(b) Pl…$183MBiola University Defined Contribution Retirement PlanBiola University Defined Con…$182MConcordia College Retirement PlanConcordia College Retirement…$182M
End-of-year total assets ($M) among Fhi 360 Employees' 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$157M
Net Assets (End of Year)$183M
Net Income$25M
Employer EIN237413005
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Family Health International)

Sponsor-wide plan assets over time

All Family Health International plans reported in each filing year

Latest sponsor-wide plan assets
$460M 29.984487327863235% vs 2022
2024 filing year
$300M$350M$400M$450M$500M 202220232024 $354M $460M ▲ +30.0%
Year Plans Participants Total Assets
2022 2 2,488 $354M
2023 2 2,813 $414M
2024 2 2,526 $460M

Nearby Other Plans in North Carolina

Peer Other plans, same state, same plan type, ranked by total assets.

Fhi 360 Employees' 403(b) Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Fhi 360 Employees' 403(b) Plan, Total assets ($B): 0.18262527 · Participants: 1404Fhi 360 Employees' 403(b) PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 8.950907627 · Participants: 44809The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 3.192820786 · Participants: 18961Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.459711813 · Participants: 13606The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.797846895 · Participants: 3092Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.444128487 · Participants: 4458Caromont Health, Inc. Retirement Savings Plan
Fhi 360 Employees' 403(b) Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Fhi 360 Employees' 403(b) Plan side-by-side with 3 peers →

Fhi 360 Employees' 403(b) Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Biola University Defined Contribution Retirement Plan in CA ($182M); by covered participants it is The 403(b) Thrift Plan of St. Alexius Medical Center and Garrison Memorial Hospital in ND (1,405 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,404 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 Fhi 360 Employees' 403(b) Plan assets move in 2023? ▼
Fhi 360 Employees' 403(b) Plan grew sharply - up 16.1% during 2023, from $157M to $183M. Reported net income was $25M.
How have Family Health International plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Family Health International's sponsor-wide assets grew 30.0%, from $354M to $460M.
Where does Fhi 360 Employees' 403(b) Plan rank by assets among Form 5500 filers? ▼
Fhi 360 Employees' 403(b) Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Fhi 360 Employees' 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Biola University Defined Contribution Retirement Plan in CA ($182M, 1,419 participants).
Which Other plans cover a similar participant headcount to Fhi 360 Employees' 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is The 403(b) Thrift Plan of St. Alexius Medical Center and Garrison Memorial Hospital in ND (1,405 participants, N/A 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 237413005.

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.