401(k) · DOL Form 5500 · 2024

Phdata Inc 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size: 314
Participants Below avg headcount: 76th
Percentile by assets National rank: $87,354
Avg per participant Below avg balance/head

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Official DOL plan name: Phdata 401(k) Plan · Sponsored by Phdata Inc · Minnesota · Professional & Technical Services

$27M in assets, 314 participants

Phdata Inc's Phdata 401(k) Plan reported $27M in total assets and 314 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

#15,304 in Professional & Technical Services (20,173 peers)

Coverage in Minnesota

Phdata 401(k) Plan covers 314 participants in Minnesota, about 28% of the average Minnesota filer (state average ~1,126 per filing). Assets: $27M.

#15,304
in Professional & Technical Services (20,173 peers): +36.9%
assets growth YoY: 0.3×
vs typical plan assets (national mean)

Phdata 401(k) Plan's outsized position by total assets

Phdata 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$27,429,185 Top 24% higher than 76% 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

Phdata 401(k) 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. Phdata 401(k) Plan sits mid-pack in the medium band (314 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Phdata 401(k) Plan end-of-year assets rose from $20M in the plan year 2023 filing to $27M in the plan year 2024 filing.
Phdata 401(k) Plan reported participants rose from 248 in the plan year 2023 filing to 314 in the plan year 2024 filing.
Phdata 401(k) Plan reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 472418349 · Phdata Inc PY 2024 · 401(k)

Phdata 401(k) Plan · $27M · 314 · 76th

PCT $27M
PCT 314
PCT 76th
PCT 401(k)
PCT near Harken, Inc. 401(k) Savings Plan
PCT ind #15304

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 Professional & Technical Services retirement plans → · Plans in Minnesota →

End-of-year total assets ($M) among Phdata 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)	$20M
Net Assets (End of Year)	$27M
Net Income	$7M
Employer EIN	472418349
Plan Effective Date	2018-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Phdata Inc)

Latest sponsor-wide plan assets: $27M 129.12889505634917% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	180	$12M
2023	1	248	$20M
2024	1	314	$27M

Nearby 401(k) Plans in Minnesota

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

Phdata 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Wells Fargo & Company 401(k) Plan $57.9B · 179,076
Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
Target Corporation 401(k) Plan $14.4B · 409,649
Medtronic Savings and Investment Plan $13.7B · 38,480
U.S. Bank 401(k) Savings Plan $11.4B · 73,109

Compare Phdata 401(k) Plan side-by-side with 3 peers →

Phdata 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Harken, Inc. 401(k) Savings Plan in WI ($27M); by covered participants it is Data Center, Inc. Savings & Retirement Plan in KS (314 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Harken, Inc. 401(k) Savings Plan (WI) $27M · 388
Gam USA 401(k) Plan (PA) $27M · 192
Auro Hotels Management, LLC 401(k) Plan (SC) $27M · 1,627
Atlas 401(k) Profit Sharing and Retirement Plan (KY) $27M · 247

Similar participant headcount

Nearest other-state filings by covered participants (314 participants); asset peers above are excluded.

Data Center, Inc. Savings & Retirement Plan (KS) 314 · 0 off
Truebeck Construction, Inc. 401(k) Plan (CA) 314 · 0 off
Roman Eagle 401(k) Plan (VA) 314 · 0 off
Wcf 401(k) Plan (UT) 314 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Phdata 401(k) Plan assets move in 2024? ▼

Phdata 401(k) Plan surged - up 36.9% during 2024, from $20M to $27M. Reported net income was $7M.

How have Phdata Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Phdata Inc's sponsor-wide assets grew 129.1%, from $12M to $27M.

Where does Phdata 401(k) Plan rank by assets among Form 5500 filers? ▼

Phdata 401(k) Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Phdata 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Harken, Inc. 401(k) Savings Plan in WI ($27M, 388 participants).

Which 401(k) plans cover a similar participant headcount to Phdata 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Data Center, Inc. Savings & Retirement Plan in KS (314 participants, $64M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 472418349.