Money Purchase · DOL Form 5500 · 2023

Family Health International Money Purchase Plan

Data updated 2026-08-25

$231M
Total assets Near avg plan size
1,409
Participants Near avg headcount
95th
Percentile by assets National rank
$163,931
Avg per participant Above avg balance/head
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Official DOL plan name: Fhi 360 Employees' Pension Plan · Sponsored by Family Health International · North Carolina · Professional & Technical Services

$231M in assets, 1,409 participants

Family Health International's Fhi 360 Employees' Pension Plan reported $231M in total assets and 1,409 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #19,594 in Professional & Technical Services (20,321 peers)

Where Fhi 360 Employees' Pension Plan sits by assets

Fhi 360 Employees' Pension Plan sits in the top 5% of all filed plans by assets, $231M for 1,409 participants (~$163,931/participant), up 17.3% in 2023.

#19,594
in Professional & Technical Services (20,321 peers)
+17.3%
assets growth YoY
2.3×
vs typical plan assets (national mean)

Fhi 360 Employees' Pension Plan's outsized position by total assets

Fhi 360 Employees' Pension Plan vs every filed plan by assets

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

$230,978,763 Top 5% higher than 95% 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' Pension 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' Pension Plan lands in the large band (1,409 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fhi 360 Employees' Pension Plan reported net income rose from -$34M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Fhi 360 Employees' Pension Plan end-of-year assets rose from $197M in the plan year 2022 filing to $231M in the plan year 2023 filing.
  • Fhi 360 Employees' Pension Plan reported participants rose from 1,306 in the plan year 2022 filing to 1,409 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 237413005 · Family Health International PY 2023 · Money Purchase

Fhi 360 Employees' Pension Plan · $231M · 1,409 · 95th

  • BOY $231M
  • SCH 1,409
  • EBSA 95th
  • PART Money Purchase
  • TYPE near Pamcah-Ua Local 675 Annuity Plan
  • NET ind #19594

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' Pension Plan in the asset neighbourhood

Fhi 360 Employees' Pension PlanFhi 360 Employees' Pension P…$231MPamcah-Ua Local 675 Annuity PlanPamcah-Ua Local 675 Annuity …$227MRhode Island Laborers Annuity FundRhode Island Laborers Annuit…$227MP & M Holding Group, LLP & Affiliated Entities Pension PlanP & M Holding Group, LLP & A…$226MChildren's University Medical Group Pension PlanChildren's University Medica…$226M
End-of-year total assets ($M) among Fhi 360 Employees' Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$197M
Net Assets (End of Year)$231M
Net Income$34M
Employer EIN237413005
Plan Effective Date1975-02-17
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 Money Purchase Plans in North Carolina

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

Fhi 360 Employees' Pension Plan vs. nearby Money Purchase plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -2000200400600 Total assets ($M) Participants Fhi 360 Employees' Pension Plan, Total assets ($M): 230.978763 · Participants: 1409Fhi 360 Employees' Pension PlanMoney Purchase Pension Plan of Wake Forest University Health Sciences, Total assets ($M): 503.650953 · Participants: 2131Money Purchase Pension Plan of Wake Forest University Health SciencesNew England Life Insurance Company Agents' Retirement Plan and Trust, Total assets ($M): 87.622239 · Participants: 0New England Life Insurance Company Agents' Retirement Plan and TrustOup USA Defined Contribution Retirement Plan, Total assets ($M): 75.929421 · Participants: 370Oup USA Defined Contribution Retirement PlanCarteret County General Hospital Money Purchase Pension Plan, Total assets ($M): 54.526379 · Participants: 896Carteret County General Hospital Money Purchase Pension PlanGoodwill Industries of Northwest North Carolina, Inc. Money Purchase Plan, Total assets ($M): 20.493086 · Participants: 1062Goodwill Industries of Northwest North Carolina, Inc. Money Purchase Plan
Fhi 360 Employees' Pension Plan vs. nearby Money Purchase plans in North Carolina, assets vs. participants
Compare Fhi 360 Employees' Pension Plan side-by-side with 3 peers →

Fhi 360 Employees' Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside North Carolina, the nearest Money Purchase by assets is Pamcah-Ua Local 675 Annuity Plan in HI ($227M); by covered participants it is Faith Regional Health Services Employees Retirement Plan in NE (1,409 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($231M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,409 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' Pension Plan assets move in 2023? ▼
Fhi 360 Employees' Pension Plan grew sharply - up 17.3% during 2023, from $197M to $231M. Reported net income was $34M.
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' Pension Plan rank by assets among Form 5500 filers? ▼
Fhi 360 Employees' Pension Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Money Purchase plans are similar in size to Fhi 360 Employees' Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Pamcah-Ua Local 675 Annuity Plan in HI ($227M, 1,616 participants).
Which Money Purchase plans cover a similar participant headcount to Fhi 360 Employees' Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Faith Regional Health Services Employees Retirement Plan in NE (1,409 participants, $53M 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.