401(k) · DOL Form 5500 · 2023

Josephson-Wallack-Munshower Neurology, P.C. 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
165
Participants Small participant base
85th
Percentile by assets National rank
$283,309
Avg per participant High balance/head
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Official DOL plan name: Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan · Sponsored by Josephson-Wallack-Munshower Neurology, P.C. · Indiana · Healthcare & Social Assistance

$47M in assets, 165 participants

Josephson-Wallack-Munshower Neurology, P.C.'s Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan reported $47M in total assets and 165 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #15,400 in Healthcare & Social Assistance (17,684 peers)

Coverage in Indiana

Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan covers 165 participants in Indiana, about 30% of the average Indiana filer (state average ~541 per filing). Assets: $47M.

#15,400
in Healthcare & Social Assistance (17,684 peers)
+24.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan's outsized position by total assets

Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan vs every filed plan by assets

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

$46,745,984 Top 15% higher than 85% 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

Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing 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. Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan sits mid-pack in the medium band (165 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan reported net income rose from $617K in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan end-of-year assets rose from $38M in the plan year 2022 filing to $47M in the plan year 2023 filing.
  • Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan reported participants rose from 150 in the plan year 2022 filing to 165 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 351898297 · Josephson-Wallack-Munshower Neurology, P.C. PY 2023 · 401(k)

Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan · $47M · 165 · 85th

  • SCH $47M
  • EBSA 165
  • PART 85th
  • TYPE 401(k)
  • NET near Videndum USA Savings Plan
  • BOOK ind #15400

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 →

Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan in the asset neighbourhood

Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing PlanJosephson-Wallack-Munshower …$47MVidendum USA Savings Plan$47MTully Group Employee Savings and Protection PlanTully Group Employee Savings…$47MSentinel Peak Resources Management LLC 401(k) PlanSentinel Peak Resources Mana…$47MGen II Management, LLC 401(k) PlanGen II Management, LLC 401(k…$47M
End-of-year total assets ($M) among Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$47M
Net Income$9M
Employer EIN351898297
Plan Effective Date1993-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Josephson-Wallack-Munshower Neurology, P.C.)

Sponsor-wide plan assets over time

All Josephson-Wallack-Munshower Neurology, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 24.578217203712423% vs 2022
2023 filing year
$35M$40M$45M$50M 20222023 $37.5M $46.8M ▲ +24.6%
Year Plans Participants Total Assets
2022 1 150 $38M
2023 1 165 $47M

Nearby 401(k) Plans in Indiana

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

Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan, Total assets ($B): 0.046745984 · Participants: 165Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing 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
Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan side-by-side with 3 peers →

Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Videndum USA Savings Plan in NY ($47M); by covered participants it is Fruitsmart 401(k) Plan in WA (165 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($47M here).

Similar participant headcount

Nearest other-state filings by covered participants (165 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 Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan assets move in 2023? ▼
Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan grew sharply - up 24.6% during 2023, from $38M to $47M. Reported net income was $9M.
How have Josephson-Wallack-Munshower Neurology, P.C. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Josephson-Wallack-Munshower Neurology, P.C.'s sponsor-wide assets grew 24.6%, from $38M to $47M.
Where does Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan ranks in the 85th 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 Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Videndum USA Savings Plan in NY ($47M, 450 participants).
Which 401(k) plans cover a similar participant headcount to Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fruitsmart 401(k) Plan in WA (165 participants, $3M 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 351898297.

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.