401(k) · DOL Form 5500 · 2023

Physicians Endoscopy, LLC 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
851
Participants Near avg headcount
86th
Percentile by assets National rank
$64,396
Avg per participant Low balance/head
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Official DOL plan name: The 401(k) Plan and Trust of Physicians Endoscopy, LLC · Sponsored by Physicians Endoscopy, LLC · Minnesota · Healthcare & Social Assistance

$55M in assets, 851 participants

Physicians Endoscopy, LLC's The 401(k) Plan and Trust of Physicians Endoscopy, LLC reported $55M in total assets and 851 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #15,661 in Healthcare & Social Assistance (17,684 peers)

Where The 401(k) Plan and Trust of Physicians Endoscopy, LLC sits by assets

The 401(k) Plan and Trust of Physicians Endoscopy, LLC sits in the top quartile of all filed plans by assets, $55M for 851 participants (~$64,396/participant), up 24.2% in 2023.

#15,661
in Healthcare & Social Assistance (17,684 peers)
+24.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

The 401(k) Plan and Trust of Physicians Endoscopy, LLC's outsized position by total assets

The 401(k) Plan and Trust of Physicians Endoscopy, LLC vs every filed plan by assets

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

$54,800,686 Top 14% higher than 86% 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

The 401(k) Plan and Trust of Physicians Endoscopy, LLC 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. The 401(k) Plan and Trust of Physicians Endoscopy, LLC sits mid-pack in the medium band (851 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The 401(k) Plan and Trust of Physicians Endoscopy, LLC reported net income rose from -$5M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • The 401(k) Plan and Trust of Physicians Endoscopy, LLC end-of-year assets rose from $44M in the plan year 2022 filing to $55M in the plan year 2023 filing.
  • The 401(k) Plan and Trust of Physicians Endoscopy, LLC reported participants fell from 860 in the plan year 2022 filing to 851 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 911882702 · Physicians Endoscopy, LLC PY 2023 · 401(k)

The 401(k) Plan and Trust of Physicians Endoscopy, LLC · $55M · 851 · 86th

  • SCH $55M
  • EBSA 851
  • PART 86th
  • TYPE 401(k)
  • NET near Linedata Services 401(k) Plan
  • BOOK ind #15661

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 Minnesota →

The 401(k) Plan and Trust of Physicians Endoscopy, LLC in the asset neighbourhood

Edison Properties, LLC 401(k) PlanEdison Properties, LLC 401(k…$55MPremier Medical Group,P.C.401(k) Profit Sharing PlanPremier Medical Group,P.C.40…$55MThe 401(k) Plan and Trust of Physicians Endoscopy, LLCThe 401(k) Plan and Trust of…$55MLinedata Services 401(k) Plan$55MEmplova 401(k) Retirement Savings PlanEmplova 401(k) Retirement Sa…$55M
End-of-year total assets ($M) among The 401(k) Plan and Trust of Physicians Endoscopy, LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$55M
Net Income$11M
Employer EIN911882702
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Physicians Endoscopy, LLC)

Sponsor-wide plan assets over time

All Physicians Endoscopy, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$63M 42.63890118711802% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $44.1M $62.9M ▲ +42.6%
Year Plans Participants Total Assets
2022 1 860 $44M
2023 1 851 $55M
2024 1 1,488 $63M

Nearby 401(k) Plans in Minnesota

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

The 401(k) Plan and Trust of Physicians Endoscopy, LLC vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants The 401(k) Plan and Trust of Physicians Endoscopy, LLC, Total assets ($B): 0.054800686 · Participants: 851The 401(k) Plan and Trust of Physicians Endoscopy, LLCUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
The 401(k) Plan and Trust of Physicians Endoscopy, LLC vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare The 401(k) Plan and Trust of Physicians Endoscopy, LLC side-by-side with 3 peers →

The 401(k) Plan and Trust of Physicians Endoscopy, LLC's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Linedata Services 401(k) Plan in MA ($55M); by covered participants it is The Holt Retirement Plan in CA (851 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($55M here).

Similar participant headcount

Nearest other-state filings by covered participants (851 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 The 401(k) Plan and Trust of Physicians Endoscopy, LLC assets move in 2023? ▼
The 401(k) Plan and Trust of Physicians Endoscopy, LLC grew sharply - up 24.2% during 2023, from $44M to $55M. Reported net income was $11M.
How have Physicians Endoscopy, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Physicians Endoscopy, LLC's sponsor-wide assets grew 42.6%, from $44M to $63M.
Where does The 401(k) Plan and Trust of Physicians Endoscopy, LLC rank by assets among Form 5500 filers? ▼
The 401(k) Plan and Trust of Physicians Endoscopy, LLC ranks in the 86th 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 The 401(k) Plan and Trust of Physicians Endoscopy, LLC? ▼
Among 401(k) plans in other states, the closest by assets is Linedata Services 401(k) Plan in MA ($55M, 157 participants).
Which 401(k) plans cover a similar participant headcount to The 401(k) Plan and Trust of Physicians Endoscopy, LLC? ▼
Among 401(k) plans in other states, the closest by covered participants is The Holt Retirement Plan in CA (851 participants, $124M 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 911882702.

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.