Back to filter
Original filing (PDF)20250929103804NAL0017698178001
PHYSICIANS EXPRESS
Form 5500-SF
FILING_RECEIVED
PHYSICIANS EXPRESS CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
6
Accounts w/ balance
—
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHYSICIANS EXPRESS.
Plan sponsor
Name
PHYSICIANS EXPRESS
EIN
20-4960220
Address
2000 W. MAIN STREET · SUITE M · ST. CHARLES, IL · 60174
Phone
(630) 803-6021
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Pension benefit codes
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Physicians plans
DR. JOSE J. POZO, PA
DR. JOSE J. POZO, PA 401K PROFIT SHARING PLAN AND TRUST
$2.2M · 3 participants
DAVID J JENKINSON, MD
DAVID J. JENKINSON M.D. 401K PROFIT SHARING PLAN
$2.2M · 4 participants
ARTHRITIS CLINIC OF CYPRESS & KATY, P.A.
ARTHRITIS CLINIC OF CYPRESS & KATY, PA DEFINED BENEFIT PLAN
$2.2M · 11 participants
WD, LLC
WD, LLC 401(K) PLAN
$2.2M · 81 participants
BRIAN C. FOOTE D.M.D., P.C.
BRIAN C. FOOTE D. M. D. 401K PS PLAN
$2.2M · 19 participants
APPALACHIAN MOUNTAINS MEDICAL, LLC
APPALACHIAN MOUNTAINS MEDICAL, LLC 401(K) PLAN
$2.2M · 31 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B