401(k) · DOL Form 5500 · 2023

Phd, Inc. 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
228
Participants Below avg headcount
83rd
Percentile by assets National rank
$170,611
Avg per participant Above avg balance/head
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Official DOL plan name: Phd, Inc. Non-Union 401(k) Plan · Sponsored by Phd, Inc. · Indiana · Manufacturing

$39M in assets, 228 participants

Phd, Inc.'s Phd, Inc. Non-Union 401(k) Plan reported $39M in total assets and 228 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #14,121 in Manufacturing (18,722 peers)

Coverage in Indiana

Phd, Inc. Non-Union 401(k) Plan covers 228 participants in Indiana, about 42% of the average Indiana filer (state average ~541 per filing). Assets: $39M.

#14,121
in Manufacturing (18,722 peers)
+6.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Phd, Inc. Non-Union 401(k) Plan's outsized position by total assets

Phd, Inc. Non-Union 401(k) Plan vs every filed plan by assets

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

$38,899,283 Top 17% higher than 83% 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

Phd, Inc. Non-Union 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. Phd, Inc. Non-Union 401(k) Plan sits mid-pack in the medium band (228 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phd, Inc. Non-Union 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Phd, Inc. Non-Union 401(k) Plan end-of-year assets rose from $37M in the plan year 2022 filing to $39M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 351000183 · Phd, Inc. PY 2023 · 401(k)

Phd, Inc. Non-Union 401(k) Plan · $39M · 228 · 83rd

  • BOY $39M
  • BOY 228
  • BOY 83rd
  • BOY 401(k)
  • BOY near Arin 401(k) Plan
  • BOY ind #14121

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 Manufacturing retirement plans → · Plans in Indiana →

Phd, Inc. Non-Union 401(k) Plan in the asset neighbourhood

Phd, Inc. Non-Union 401(k) PlanPhd, Inc. Non-Union 401(k) P…$39MArin 401(k) Plan$39MInterpace Biosciences 401(k) PlanInterpace Biosciences 401(k)…$39MAdamsbrown, LLC Employee's Profit Sharing and 401(k) Plan & TrustAdamsbrown, LLC Employee's P…$39MVernier Software & Technology LLC 401(k) Profit Sharing PlanVernier Software & Technolog…$39M
End-of-year total assets ($M) among Phd, Inc. Non-Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$39M
Net Income$2M
Employer EIN351000183
Plan Effective Date1978-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phd, Inc.)

Sponsor-wide plan assets over time

All Phd, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 14.143328088501757% vs 2022
2024 filing year
$34M$36M$38M$40M$42M$44M 202220232024 $36.5M $41.7M ▲ +14.1%
Year Plans Participants Total Assets
2022 1 227 $37M
2023 1 228 $39M
2024 1 228 $42M

Nearby 401(k) Plans in Indiana

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

Phd, Inc. Non-Union 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Phd, Inc. Non-Union 401(k) Plan, Total assets ($B): 0.038899283 · Participants: 228Phd, Inc. Non-Union 401(k) 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
Phd, Inc. Non-Union 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Phd, Inc. Non-Union 401(k) Plan side-by-side with 3 peers →

Phd, Inc. Non-Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Arin 401(k) Plan in VA ($39M); by covered participants it is Cam Properties 401(k) Plan in AZ (228 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (228 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 Phd, Inc. Non-Union 401(k) Plan assets move in 2023? ▼
Phd, Inc. Non-Union 401(k) Plan grew at a solid clip - up 6.6% during 2023, from $37M to $39M. Reported net income was $2M.
How have Phd, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phd, Inc.'s sponsor-wide assets grew 14.1%, from $37M to $42M.
Where does Phd, Inc. Non-Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Phd, Inc. Non-Union 401(k) Plan ranks in the 83rd 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 Phd, Inc. Non-Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Arin 401(k) Plan in VA ($39M, 94 participants).
Which 401(k) plans cover a similar participant headcount to Phd, Inc. Non-Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cam Properties 401(k) Plan in AZ (228 participants, $2M 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 351000183.

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.