401(k) · DOL Form 5500 · 2023

Allied Physicians Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
64
Participants Small participant base
79th
Percentile by assets National rank
$455,166
Avg per participant High balance/head
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Official DOL plan name: Allied Physicians, Inc. 401(k) Salary Reduction Plan and Trust · Sponsored by Allied Physicians Inc. · Indiana · Healthcare & Social Assistance

$29M in assets, 64 participants

Allied Physicians Inc.'s Allied Physicians, Inc. 401(k) Salary Reduction Plan and Trust reported $29M in total assets and 64 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #14,507 in Healthcare & Social Assistance (17,684 peers)

Where Allied Physicians, Inc. 401(k) Salary Reduction Plan and Trust sits by assets

Allied Physicians, Inc. 401(k) Salary Reduction Plan and Trust sits in the top quartile of all filed plans by assets, $29M for 64 participants (~$455,166/participant), down 11.8% in 2023.

#14,507
in Healthcare & Social Assistance (17,684 peers)
-11.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Allied Physicians, Inc. 401(k) Salary Reduction Plan and Trust's outsized position by total assets

Allied Physicians, Inc. 401(k) Salary Reduction Plan and Trust vs every filed plan by assets

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

$29,130,604 Top 21% higher than 79% 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

Allied Physicians, Inc. 401(k) Salary Reduction Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allied Physicians, Inc. 401(k) Salary Reduction Plan and Trust is a small filing (64 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allied Physicians, Inc. 401(k) Salary Reduction Plan and Trust reported net income rose from -$11M in the plan year 2022 filing to -$4M in the plan year 2023 filing.
  • Allied Physicians, Inc. 401(k) Salary Reduction Plan and Trust reported participants fell from 75 in the plan year 2022 filing to 64 in the plan year 2023 filing.
  • Allied Physicians, Inc. 401(k) Salary Reduction Plan and Trust end-of-year assets fell from $33M in the plan year 2022 filing to $29M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 351155438 · Allied Physicians Inc. PY 2023 · 401(k)

Allied Physicians, Inc. 401(k) Salary Reduction Plan and Trust · $29M · 64 · 79th

  • EOY $29M
  • 5500 64
  • ASSETS 79th
  • PCT 401(k)
  • EIN near World 50, Inc.
  • RANK ind #14507

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 Indiana →

Allied Physicians, Inc. 401(k) Salary Reduction Plan and Trust in the asset neighbourhood

Allied Physicians, Inc. 401(k) Salary Reduction Plan and TrustAllied Physicians, Inc. 401(…$29MWorld 50, Inc.$29MAdvizex Technologies, LLC Retirement 401(k) PlanAdvizex Technologies, LLC Re…$29MLavazza Professional North America, LLC 401(k) PlanLavazza Professional North A…$29MHorizon Telcom 401(k) Plan$29M
End-of-year total assets ($M) among Allied Physicians, Inc. 401(k) Salary Reduction Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$29M
Net Income-$4M
Employer EIN351155438
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allied Physicians Inc.)

Sponsor-wide plan assets over time

All Allied Physicians Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 43.71407993219842% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $33M $18.6M ▼ -43.7%
Year Plans Participants Total Assets
2022 1 75 $33M
2023 1 64 $29M
2024 1 N/A $19M

Nearby 401(k) Plans in Indiana

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

Allied Physicians, Inc. 401(k) Salary Reduction Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Allied Physicians, Inc. 401(k) Salary Reduction Plan and Trust, Total assets ($B): 0.029130604 · Participants: 64Allied Physicians, Inc. 401(k) Salary Reduction Plan and TrustThe 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
Allied Physicians, Inc. 401(k) Salary Reduction Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Allied Physicians, Inc. 401(k) Salary Reduction Plan and Trust side-by-side with 3 peers →

Allied Physicians, Inc. 401(k) Salary Reduction Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is World 50, Inc. in GA ($29M); by covered participants it is Ekso Bionics 401(k) Plan in CA (64 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (64 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 Allied Physicians, Inc. 401(k) Salary Reduction Plan and Trust assets move in 2023? ▼
Allied Physicians, Inc. 401(k) Salary Reduction Plan and Trust pulled back noticeably - down 11.8% during 2023, from $33M to $29M. Reported net income was -$4M.
How have Allied Physicians Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allied Physicians Inc.'s sponsor-wide assets declined 43.7%, from $33M to $19M.
Where does Allied Physicians, Inc. 401(k) Salary Reduction Plan and Trust rank by assets among Form 5500 filers? ▼
Allied Physicians, Inc. 401(k) Salary Reduction Plan and Trust ranks in the 79th 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 Allied Physicians, Inc. 401(k) Salary Reduction Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is World 50, Inc. in GA ($29M, 308 participants).
Which 401(k) plans cover a similar participant headcount to Allied Physicians, Inc. 401(k) Salary Reduction Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Ekso Bionics 401(k) Plan in CA (64 participants, $6M 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 351155438.

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.