401(k) · DOL Form 5500 · 2024

Physicians Insurance a Mutual Company 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
91
Participants Small participant base
78th
Percentile by assets National rank
$353,358
Avg per participant High balance/head
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Official DOL plan name: Physicians Insurance 401(k) Plan · Sponsored by Physicians Insurance a Mutual Company · Washington · Finance & Insurance

$32M in assets, 91 participants

Physicians Insurance a Mutual Company's Physicians Insurance 401(k) Plan reported $32M in total assets and 91 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,660 in Finance & Insurance (8,549 peers)

Where Physicians Insurance 401(k) Plan sits by assets

Physicians Insurance 401(k) Plan sits in the top quartile of all filed plans by assets, $32M for 91 participants (~$353,358/participant), up 6.9% in 2024.

#5,660
in Finance & Insurance (8,549 peers)
+6.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

Physicians Insurance 401(k) Plan vs every filed plan by assets

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

$32,155,595 Top 22% higher than 78% of 123,620 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 2024

Physicians Insurance 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Physicians Insurance 401(k) Plan is a small filing (91 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Physicians Insurance 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Physicians Insurance 401(k) Plan end-of-year assets rose from $30M in the plan year 2023 filing to $32M in the plan year 2024 filing.
  • Physicians Insurance 401(k) Plan reported participants rose from 87 in the plan year 2023 filing to 91 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 911160717 · Physicians Insurance a Mutual Company PY 2024 · 401(k)

Physicians Insurance 401(k) Plan · $32M · 91 · 78th

  • EIN $32M
  • RANK 91
  • PHOTO 78th
  • IND 401(k)
  • EOY near Markquart, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #5660

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 Washington →

Physicians Insurance 401(k) Plan in the asset neighbourhood

Physicians Insurance 401(k) PlanPhysicians Insurance 401(k) …$32MMarkquart, Inc. 401(k) Profit Sharing PlanMarkquart, Inc. 401(k) Profi…$32MWaterfall Asset Management LLC 401(k) PlanWaterfall Asset Management L…$32MUniversity Psychiatric Practice, Inc. Section 403(b) PlanUniversity Psychiatric Pract…$32MY-Prime LLC 401(k) Profit Sharing PlanY-Prime LLC 401(k) Profit Sh…$32M
End-of-year total assets ($M) among Physicians Insurance 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$32M
Net Income$2M
Employer EIN911160717
Plan Effective Date1984-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Physicians Insurance a Mutual Company)

Sponsor-wide plan assets over time

All Physicians Insurance a Mutual Company plans reported in each filing year

Latest sponsor-wide plan assets
$54M 98.29420643660954% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $27M $53.5M ▲ +98.3%
Year Plans Participants Total Assets
2022 1 89 $27M
2023 1 87 $30M
2024 2 182 $54M

Nearby 401(k) Plans in Washington

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

Physicians Insurance 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Physicians Insurance 401(k) Plan, Total assets ($B): 0.032155595 · Participants: 91Physicians Insurance 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Physicians Insurance 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Physicians Insurance 401(k) Plan side-by-side with 3 peers →

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

Outside Washington, the nearest 401(k) by assets is Markquart, Inc. 401(k) Profit Sharing Plan in WI ($32M); by covered participants it is American Bank of Oklahoma 401(k) Profit Sharing Plan in OK (91 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (91 participants); asset peers above are excluded.

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 Physicians Insurance 401(k) Plan assets move in 2024? ▼
Physicians Insurance 401(k) Plan grew at a solid clip - up 6.9% during 2024, from $30M to $32M. Reported net income was $2M.
How have Physicians Insurance a Mutual Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Physicians Insurance a Mutual Company's sponsor-wide assets grew 98.3%, from $27M to $54M.
Where does Physicians Insurance 401(k) Plan rank by assets among Form 5500 filers? ▼
Physicians Insurance 401(k) Plan ranks in the 78th 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 Physicians Insurance 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Markquart, Inc. 401(k) Profit Sharing Plan in WI ($32M, 432 participants).
Which 401(k) plans cover a similar participant headcount to Physicians Insurance 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Bank of Oklahoma 401(k) Profit Sharing Plan in OK (91 participants, $7M 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 911160717.

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.