401(k) · DOL Form 5500 · 2022
Ph Financial Services Inc 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $568,744
- Avg per participant High balance/head
Official DOL plan name: Ph Financial Services Inc 401(k) Profit Sharing Plan · Sponsored by Ph Financial Services Inc · California · Finance & Insurance
$5M in assets, 8 participants
Ph Financial Services Inc's Ph Financial Services Inc 401(k) Profit Sharing Plan reported $5M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.
- #3,129 in Finance & Insurance (9,261 peers)
Ph Financial Services Inc multi-year trail
Ph Financial Services Inc's plans moved +27.5% in assets from 2022 to 2024; this filing shows Ph Financial Services Inc 401(k) Profit Sharing Plan at $5M / 8 participants.
- #3,129
- in Finance & Insurance (9,261 peers)
- -18.9%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ph Financial Services Inc 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Ph Financial Services Inc 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,549,951 49th percentile higher than 49% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Ph Financial Services Inc 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ph Financial Services Inc 401(k) Profit Sharing Plan is a micro filing (8 participants), the leftmost band.
DOL schedule card
Filing strip 263932020 · Ph Financial Services Inc PY 2022 · 401(k)
Ph Financial Services Inc 401(k) Profit Sharing Plan · $5M · 8 · 49th
- VS-ST $5M
- BOY 8
- SCH 49th
- EBSA 401(k)
- PART near Windsor Healthcare 401(k) Plan
- TYPE ind #3129
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 Finance & Insurance retirement plans → · Plans in California →
Ph Financial Services Inc 401(k) Profit Sharing Plan in the asset neighbourhood
Ph Financial Services Inc multi-year asset trail
Sponsor-wide plan assets over time
All Ph Financial Services Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 27.524472241569192% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $5M |
| 2023 | 1 | 8 | $5M |
| 2024 | 1 | 8 | $6M |
Ph Financial Services Inc filing trail (2022)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$1M |
| Employer EIN | 263932020 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Ph Financial Services Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Windsor Healthcare 401(k) Plan in NJ ($5M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.