401(k) · DOL Form 5500 · 2023

Physician Directed Partners Inc 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 294
Participants Below avg headcount: 39th
Percentile by assets National rank: $12,453
Avg per participant Low balance/head

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Official DOL plan name: Physician Directed Partners, Inc. 401(k) Retirement Plan · Sponsored by Physician Directed Partners Inc · Texas · Healthcare & Social Assistance

$4M in assets, 294 participants

Physician Directed Partners Inc's Physician Directed Partners, Inc. 401(k) Retirement Plan reported $4M in total assets and 294 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

#7,221 in Healthcare & Social Assistance (17,684 peers)

Coverage in Texas

Physician Directed Partners, Inc. 401(k) Retirement Plan covers 294 participants in Texas, about 43% of the average Texas filer (state average ~688 per filing). Assets: $4M.

#7,221
in Healthcare & Social Assistance (17,684 peers): $4M
reported net income

Physician Directed Partners, Inc. 401(k) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Physician Directed Partners, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$3,661,232 39th percentile higher than 39% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Physician Directed Partners, Inc. 401(k) Retirement 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. Physician Directed Partners, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (294 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

DOL schedule card

Filing strip 871723023 · Physician Directed Partners Inc PY 2023 · 401(k)

Physician Directed Partners, Inc. 401(k) Retirement Plan · $4M · 294 · 39th

RANK $4M
PHOTO 294
IND 39th
EOY 401(k)
5500 near R.a. Rodriguez, Inc. 401(k) Retirement Plan
ASSETS ind #7221

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 Texas →

End-of-year total assets ($M) among Physician Directed Partners, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	$4M
Net Income	$4M
Employer EIN	871723023
Plan Effective Date	2023-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Physician Directed Partners Inc)

Latest sponsor-wide plan assets: $4M 41.14505718293733% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	2	588	$7M
2024	1	251	$4M

Nearby 401(k) Plans in Texas

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

Physician Directed Partners, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Physician Directed Partners, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Physician Directed Partners, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is R.a. Rodriguez, Inc. 401(k) Retirement Plan in NY ($4M); by covered participants it is University Cancer & Blood Center, LLC in GA (294 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

R.a. Rodriguez, Inc. 401(k) Retirement Plan (NY) $4M · 8
Helmar, Inc. 401(k) Profit Sharing Plan and Trust (NY) $4M · 51
Augustine Casino 401(k) Plan (CA) $4M · 132
West American Rubber Co., LLC 401(k) Plan (CA) $4M · 153

Similar participant headcount

Nearest other-state filings by covered participants (294 participants); asset peers above are excluded.

University Cancer & Blood Center, LLC (GA) 294 · 0 off
Greenfield Industries, Inc. 401(k) Plan (SC) 294 · 0 off
Allen Tate Companies Retirement Plan (NC) 294 · 0 off
Philadelphia 76ers 401(k) Plan (NJ) 294 · 0 off

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 have Physician Directed Partners Inc plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Physician Directed Partners Inc's sponsor-wide assets declined 41.1%, from $7M to $4M.

Which 401(k) plans are similar in size to Physician Directed Partners, Inc. 401(k) Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is R.a. Rodriguez, Inc. 401(k) Retirement Plan in NY ($4M, 8 participants).

Which 401(k) plans cover a similar participant headcount to Physician Directed Partners, Inc. 401(k) Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is University Cancer & Blood Center, LLC in GA (294 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 871723023.