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Original filing (PDF)20250930094556NAL0005420739001
U.S. PHYSICAL THERAPY, INC.
Form 5500
FILING_RECEIVED
U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
994
Accounts w/ balance
755
Plan assets (EOY)
$43.4M
Net assets (EOY)
$43.4M
How this plan invests
This plan
27 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for U.S. PHYSICAL THERAPY, INC..
Plan sponsor
Name
U.S. PHYSICAL THERAPY, INC.
EIN
76-0364866
Address
1300 W. SAM HOUSTON PKWY · SUITE 300 · HOUSTON, TX · 77042
Phone
(713) 297-7000
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MELTON & MELTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $58K | — |
| MBG RETIREMENT | — | HOUSTON, TX | NONE | $30K | — |
| MELTON & MELTON LLP | — | HOUSTON, TX | NONE | $13K | — |
Investments
17 direct securities · 27 pooled funds· $43.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$34.1M
27 holdings
Uncategorized
$9.3M
17 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RET BLEND 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $6.8M | 15.6% | |
| T. ROWE PRICE RET BLEND 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $5.5M | 12.8% | |
| T. ROWE PRICE RET BLEND 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $4.3M | 10.0% | |
| T. ROWE PRICE RET BLEND 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $4.1M | 9.5% | |
| T. ROWE PRICE RET BLEND 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $3.9M | 9.1% | |
| T. ROWE PRICE RET BLEND 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $3.8M | 8.8% | |
| T. ROWE PRICE RET BLEND 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $2.6M | 6.1% | |
| Fidelity 500 Index Fund | — | — | — | $2.5M | 5.7% | |
| T. ROWE PRICE RET BLEND 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $2.0M | 4.7% | |
| Vanguard US Growth Admiral | — | — | — | $1.6M | 3.8% | |
| Vanguard Balanced Index Admiral | — | — | — | $650K | 1.5% | |
| MFS Mid Cap Growth Fund R6 | — | — | — | $643K | 1.5% | |
| Vanguard Windsor II Admiral | — | — | — | $589K | 1.4% | |
| Vanguard Small Cap Index Admiral | — | — | — | $580K | 1.3% | |
| T. ROWE PRICE RET BLEND 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $479K | 1.1% | |
| Vanguard Total Bond Market Index ADM | — | — | — | $425K | 1.0% | |
| T. ROWE PRICE RET BLEND 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $359K | 0.8% | |
| Fidelity International Index Fund | — | — | — | $349K | 0.8% | |
| American Funds EuroPacific Growth Fund R6 | — | — | — | $318K | 0.7% | |
| American Funds New World Fund R6 | — | — | — | $296K | 0.7% | |
| Vanguard Explorer Fund Admiral | — | — | — | $285K | 0.7% | |
| Vanguard Mid-Cap Index Admiral | — | — | — | $280K | 0.6% | |
| T. Rowe Price Mid-Cap Value Fund | — | — | — | $260K | 0.6% | |
| Dodge & Cox Income Fund X | — | — | — | $251K | 0.6% | |
| Participant Loans 5.25% - 10.50% 0 | — | — | — | $230K | 0.5% | |
| T. ROWE PRICE RET BLEND 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $43K | <0.1% | |
| T. Rowe Price Spectrum Income Fund | — | — | — | $29K | <0.1% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $19K | <0.1% | |
| T. Rowe Price Government Money I | — | — | — | $17K | <0.1% | |
| T. ROWE PRICE RET BLEND 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6658064 / PN 001 | Common Collective Trust | — | — | $7K | <0.1% | |
| T. ROWE PRICE RET BLEND 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6590722 / PN 001 | Common Collective Trust | — | — | $291 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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