PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. U.S. PHYSICAL THERAPY, INC.
Sponsor portfolio

U.S. PHYSICAL THERAPY, INC.

EIN 76-0364866-health, wellness and fitness-Latest filing 2025
Plans
4
Retirement
3
$240.1M assets
Welfare
1
$3.0M premiums
Participants
12,975
1300 W. SAM HOUSTON PKWY SUITE 300 - HOUSTON, TX 77042713-297-7000usph.comLinkedIn5001-10000 employeeshealth, wellness and fitness
Plans on this EIN
4 filings
#001401k-$104.5M - 3,902 part#002401k-$92.3M - 3,215 part#003401k-$43.4M - 1,207 part#501Mixed-$3.0M - 4,647 lives

Retirement portfolio analytics

3 plans aggregated / $240.1M assets / 8,324 participants

Assets by plan

Share of aggregate retirement assets

44%top
  • 401(K) SALARY Savings (#001)44%
  • 401(K) PLATINUM PLAN (#002)38%
  • 401(K) GOLD PLAN (#003)18%
Total $240.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • T ROWE PRICE RPS INC100%
Total $240.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) SALARY Savings (#001)3,902
  • 401(K) PLATINUM PLAN (#002)3,215
  • 401(K) GOLD PLAN (#003)1,207
Total 8,324Click row to drill in

Benefits portfolio analytics

1 plan / $3.0M premiums / 4,647 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.0M
  • Vision$2.7M
  • Life$2.7M
  • Short-term disability$2.7M
  • Long-term disability$2.7M
Total $3.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • DEARBORN LIFE INSURANCE COMPANY91%
  • RELIASTAR LIFE INSURANCE COMPANY9%
Total $3.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • AON CONSULTING INC69%
  • CUSTOM BENEFIT PROGRAMS INC29%
  • ALIGHT SOLUTIONS2%
Total $576K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

U.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN

401k

Assets$104.5M
Participants3,902
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

U.S. PHYSICAL THERAPY, INC. 401(K) PLATINUM PLAN

401k

Assets$92.3M
Participants3,215
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN

401k

Assets$43.4M
Participants1,207
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

U.S. PHYSICAL THERAPY, INC. HEALTH AND WELFARE PLAN

Mixed - DEARBORN LIFE INSURANCE COMPANY

Premiums$3.0M
Covered lives4,647
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001U.S. PHYSICAL THERAPY, INC. 401(K) SALARY SAVINGS PLAN401k$104.5M3,9022024
002U.S. PHYSICAL THERAPY, INC. 401(K) PLATINUM PLAN401k$92.3M3,2152024
003U.S. PHYSICAL THERAPY, INC. 401(K) GOLD PLAN401k$43.4M1,2072024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501U.S. PHYSICAL THERAPY, INC. HEALTH AND WELFARE PLANMixedDEARBORN LIFE INSURANCE COMPANY$3.0M4,6472025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica