Money Purchase · DOL Form 5500 · 2024
Family Health International Money Purchase Plan
Data updated 2026-08-25
- $258M
- Total assets Near avg plan size
- 1,192
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $216,394
- Avg per participant Above avg balance/head
Official DOL plan name: Fhi 360 Employees' Pension Plan · Sponsored by Family Health International · North Carolina · Professional & Technical Services
$258M in assets, 1,192 participants
Family Health International's Fhi 360 Employees' Pension Plan reported $258M in total assets and 1,192 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #19,436 in Professional & Technical Services (20,173 peers)
Where Fhi 360 Employees' Pension Plan sits by assets
Fhi 360 Employees' Pension Plan sits in the top 5% of all filed plans by assets, $258M for 1,192 participants (~$216,394/participant), up 11.7% in 2024.
- #19,436
- in Professional & Technical Services (20,173 peers)
- +11.7%
- assets growth YoY
- 2.6×
- vs typical plan assets (national mean)
Fhi 360 Employees' Pension Plan's outsized position by total assets
Fhi 360 Employees' Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$257,942,084 Top 5% higher than 95% 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
Fhi 360 Employees' Pension Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fhi 360 Employees' Pension Plan lands in the large band (1,192 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Fhi 360 Employees' Pension Plan reported net income fell from $34M in the plan year 2023 filing to $27M in the plan year 2024 filing.
- Fhi 360 Employees' Pension Plan reported participants fell from 1,409 in the plan year 2023 filing to 1,192 in the plan year 2024 filing.
- Fhi 360 Employees' Pension Plan end-of-year assets rose from $231M in the plan year 2023 filing to $258M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 237413005 · Family Health International PY 2024 · Money Purchase
Fhi 360 Employees' Pension Plan · $258M · 1,192 · 95th
- EOY $258M
- 5500 1,192
- ASSETS 95th
- PCT Money Purchase
- EIN near Children's University Medical Group Pension Plan
- RANK ind #19436
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 North Carolina →
Fhi 360 Employees' Pension Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $231M |
|---|---|
| Net Assets (End of Year) | $258M |
| Net Income | $27M |
| Employer EIN | 237413005 |
| Plan Effective Date | 1975-02-17 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Family Health International)
Sponsor-wide plan assets over time
All Family Health International plans reported in each filing year
- Latest sponsor-wide plan assets
- $460M 29.984487327863235% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,488 | $354M |
| 2023 | 2 | 2,813 | $414M |
| 2024 | 2 | 2,526 | $460M |
Nearby Money Purchase Plans in North Carolina
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Money Purchase Pension Plan of Wake Forest University Health Sciences $522M · 1,997
- New England Life Insurance Company Agents' Retirement Plan and Trust $85M · N/A
- Carteret County General Hospital Money Purchase Pension Plan $58M · 905
- Goodwill Industries of Northwest North Carolina, Inc. Money Purchase Plan $23M · 663
- Appalachian Regional Healthcare System Frozen Retirement Savings Plan $10M · 236
Fhi 360 Employees' Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside North Carolina, the nearest Money Purchase by assets is Children's University Medical Group Pension Plan in WA ($256M); by covered participants it is The 401(a) Retirement Plan in NY (1,194 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($258M here).
- Children's University Medical Group Pension Plan (WA) $256M · 874
- Rhode Island Laborers Annuity Fund (RI) $255M · 9,172
- Billings Clinic Pension Plan (MT) $262M · 5,580
- P & M Holding Group, LLP & Affiliated Entities Pension Plan (MI) $250M · 1,182
Similar participant headcount
Nearest other-state filings by covered participants (1,192 participants); asset peers above are excluded.
- The 401(a) Retirement Plan (NY) 1,194 · 2 off
- International Association of Heat and Frost Insulators Local 17 Annuity Fund (IL) 1,188 · 4 off
- Nas Primary Retirement Plan (DC) 1,200 · 8 off
- Roofers Union Local 33 No. Thrift Fund (MA) 1,200 · 8 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.