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Employers › Texas

Employer · plans filed under one EIN

U.S. Physical Therapy, Inc.

Houston, TX · Health care and social assistance

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$240Mnet assets across plans
8,324participant records6,711 active
$2.6Memployer contributions, latest plan years$394 per active record
$526KSchedule C compensation to organisations$63.21 per participant record

U.S. Physical Therapy, Inc., based in Houston, Texas, sponsors 3 retirement plans with 100 or more participants: 3 defined contribution. Together they reported 8,324 participant records and $240M in net assets.

The largest is U.S. Physical Therapy, Inc. 401(k) Salary Savings Plan, a 401(k) plan with 3,902 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $2.6M and participant contributions $20.5M in the latest plan years; benefits paid were $21.8M. Schedule C compensation reported to service provider organisations totalled $526K.

Combined net assets moved from $20.5M in 2009 to $240M in 2024 (up 1073%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
U.S. Physical Therapy, Inc. 401(k) Salary Savings Plan401(k) plan20243,902$104M$26,770—$229K
U.S. Physical Therapy, Inc. 401(k) Platinum Plan401(k) plan20243,215$92.3M$28,699$795$196K
U.S. Physical Therapy, Inc. 401(k) Gold Plan401(k) plan20241,207$43.4M$35,930$439$101K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $20.5M2010: $26.1M2011: $27.1M2012: $32.1M2013: $45.6M2014: $70.5M2015: $74.2M2016: $84.5M2017: $110M2018: $109M2019: $142M2020: $169M2021: $198M2022: $169M2023: $207M2024: $240M$20.5M$240M20092012201620202024
Combined net assets
2009: 2,1812010: 2,5792011: 2,7832012: 2,9182013: 3,4702014: 4,9112015: 4,6142016: 4,9892017: 5,7132018: 5,9792019: 6,2662020: 5,9472021: 7,6682022: 7,2832023: 7,8232024: 8,3242,1818,32420092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202438,324$240M$2.6M$20.5M
202337,823$207M$2.3M$18.3M
202237,283$169M$2.0M$16.6M
202137,668$198M$2.1M$15.1M
202035,947$169M$1.7M$12.5M
201936,266$142M$1.8M$13.9M
201835,979$109M$1.8M$12.8M
201735,713$110M$1.3M$10.7M
201634,989$84.5M$1.1M$8.9M
201534,614$74.2M$855K$8.1M
201434,911$70.5M$632K$6.9M
201323,470$45.6M$142K$4.4M
201212,918$32.1M$0$3.8M
201112,783$27.1M$0$3.6M
201012,579$26.1M$0$3.5M
200912,181$20.5M$0$3.1M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
T Rowe Price RPS Inc.Recordkeeping and information management; Trustee (bank, trust company, or similar financial institution); Trustee (directed); Investment management3$330,735
MBG RetirementConsulting (general)3$153,910
Melton & Melton LLPAccounting (including auditing)3$41,500

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

T Rowe Price RPS Inc.$331K
MBG Retirement$154K
Melton & Melton LLP$42K

Questions and answers

How many retirement plans does U.S. Physical Therapy, Inc. have?

3 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: U.S. Physical Therapy, Inc. 401(k) Salary Savings Plan, U.S. Physical Therapy, Inc. 401(k) Platinum Plan and U.S. Physical Therapy, Inc. 401(k) Gold Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does U.S. Physical Therapy, Inc. contribute to its plans?

$2,644,877 in employer contributions across these plans in their latest plan years, about $394 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name T Rowe Price RPS Inc., MBG Retirement and Melton & Melton LLP. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.