401(k) · DOL Form 5500 · 2024
Physicians Health Plan of Northern 401(k) Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 157
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $154,236
- Avg per participant Above avg balance/head
Official DOL plan name: Phpni Retirement Plan · Sponsored by Physicians Health Plan of Northern · Indiana · Finance & Insurance
$24M in assets, 157 participants
Physicians Health Plan of Northern's Phpni Retirement Plan reported $24M in total assets and 157 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- #5,121 in Finance & Insurance (8,549 peers)
Coverage in Indiana
Phpni Retirement Plan covers 157 participants in Indiana, about 29% of the average Indiana filer (state average ~541 per filing). Assets: $24M.
- #5,121
- in Finance & Insurance (8,549 peers)
- +19.0%
- assets growth YoY
Phpni Retirement Plan's outsized position by total assets
Phpni Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$24,215,065 Top 26% higher than 74% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Phpni Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phpni Retirement Plan sits mid-pack in the medium band (157 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Phpni Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Phpni Retirement Plan end-of-year assets rose from $20M in the plan year 2023 filing to $24M in the plan year 2024 filing.
- Phpni Retirement Plan reported participants rose from 155 in the plan year 2023 filing to 157 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 311069321 · Physicians Health Plan of Northern PY 2024 · 401(k)
Phpni Retirement Plan · $24M · 157 · 74th
- TYPE $24M
- TYPE 157
- TYPE 74th
- TYPE 401(k)
- TYPE near The Michelson Organization Savings Investment Plan
- TYPE ind #5121
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 Finance & Insurance retirement plans → · Plans in Indiana →
Phpni Retirement Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $4M |
| Employer EIN | 311069321 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Physicians Health Plan of Northern)
Sponsor-wide plan assets over time
All Physicians Health Plan of Northern plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 32.657862021183234% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 168 | $18M |
| 2023 | 1 | 155 | $20M |
| 2024 | 1 | 157 | $24M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
Phpni Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is The Michelson Organization Savings Investment Plan in MO ($24M); by covered participants it is Otis It Inc in DE (157 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- The Michelson Organization Savings Investment Plan (MO) $24M · 153
- Lhr Retirement Plan (UT) $24M · 120
- Logical Position Retirement Plan (OR) $24M · 756
- Liberty Hill Equity Partners 401(k) Profit Sharing Plan (OH) $24M · 216
Similar participant headcount
Nearest other-state filings by covered participants (157 participants); asset peers above are excluded.
- Otis It Inc (DE) 157 · 0 off
- Cogent Solutions and Supplies 401(k) Profit Sharing Plan (CA) 157 · 0 off
- Wsim 401(k) Retirement Plan (TX) 157 · 0 off
- 3-G Construction Co., Inc. 401(k) Plan (AZ) 157 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.