401(k) · DOL Form 5500 · 2024

Midwest Physician Administrative Services, LLC, D/B/a Duly Health and 401(k) Plan

Data updated 2026-08-11

$1.1B
Total assets
7,381
Participants
99th
Percentile by assets
$154,799
Avg per participant
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Official DOL plan name: Duly Health and Care 401(k) Plan · Sponsored by Midwest Physician Administrative Services, LLC, D/B/a Duly Health and · Illinois · Healthcare & Social Assistance

$1.1B in assets, 7,381 participants

Midwest Physician Administrative Services, LLC, D/B/a Duly Health and's Duly Health and Care 401(k) Plan reported $1.1B in total assets and 7,381 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

  • 99th percentile by assets (of 123,622 plans)
  • #16,708 in Healthcare & Social Assistance (16,916 peers)

Coverage in Illinois

Duly Health and Care 401(k) Plan covers 7,381 participants in Illinois, 9.5x the typical Illinois plan (state average ~779 per filing). Assets: $1.1B.

$1.1B
total plan assets (2024 EOY)
7,381
covered participants
99th
percentile by assets (of 123,622 plans)
$154,799
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Duly Health and Care 401(k) Plan reported net income rose from $65M in the plan year 2023 filing to $133M in the plan year 2024 filing.
  • Duly Health and Care 401(k) Plan reported participants rose from 5,590 in the plan year 2023 filing to 7,381 in the plan year 2024 filing.
  • Duly Health and Care 401(k) Plan end-of-year assets rose from $1.0B in the plan year 2023 filing to $1.1B in the plan year 2024 filing.

See the national 2023→2024 release diff →

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Duly Health and Care 401(k) Plan reports 7,381 participants - 9.5x that state average ($1.1B EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)$1.0B
Net Assets (End of Year)$1.1B
Net Income$133M
Employer EIN453237183
Plan Effective Date2019-09-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Midwest Physician Administrative Services, LLC, D/B/a Duly Health and)

$0.4B$0.6B$0.8B$1B$1.2B 202220232024 $0.63B $1.14B ▲ +81.0%
Total plan assets by year, all Midwest Physician Administrative Services, LLC, D/B/a Duly Health and plans on file
Year Plans Participants Total Assets
2022 1 5,136 $626M
2023 1 5,590 $1.0B
2024 1 7,381 $1.1B

Nearby 401(k) Plans in Illinois

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

Duly Health and Care 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Duly Health and Care 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 0510152025 Total assets ($B) Participants Duly Health and Care…Accenture United Sta…State Farm 401(k) Sa…United Airlines Pilo…Abbott Laboratories …Walgreens Retirement…
Duly Health and Care 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Scale composition for Duly Health and Care 401(k) Plan

Duly Health and Care 401(k) Plan reports $1.1B in end-of-year assets across 7,381 participants (0.009% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $154,799 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2024 was $133M.

This plan identity (EIN 453237183, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $626M to $1.1B (+82.4%) while covered participants moved from 5,136 to 7,381 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,136 $626M Open filing
2023 5,590 $1.0B Open filing
2024 · index core 7,381 $1.1B This page

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Duly Health and Care 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Duly Health and Care 401(k) Plan assets move in 2024?
Duly Health and Care 401(k) Plan grew at a solid clip - up 13.2% during 2024, from $1.0B to $1.1B. Reported net income was $133M.
How have Midwest Physician Administrative Services, LLC, D/B/a Duly Health and plan assets changed over time?
Across 3 plan years on file (2022-2024), Midwest Physician Administrative Services, LLC, D/B/a Duly Health and's sponsor-wide assets grew 82.4%, from $626M to $1.1B.
Where does Duly Health and Care 401(k) Plan rank by assets among Form 5500 filers?
Duly Health and Care 401(k) Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Duly Health and Care 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Crown Castle Inc. 401(k) Plan in TX ($1.1B, 4,777 participants).

Filing takeaways

Ways to act on Duly Health and Care 401(k) Plan's numbers.