ESOP · DOL Form 5500 · 2022

Phillips Brothers Construction, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
55
Participants Small participant base
57th
Percentile by assets National rank
$123,273
Avg per participant Near avg balance/head
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Official DOL plan name: Phillips Brothers Construction Employee Stock Ownership Plan · Sponsored by Phillips Brothers Construction, Inc. · Kentucky · Construction

$7M in assets, 55 participants

Phillips Brothers Construction, Inc.'s Phillips Brothers Construction Employee Stock Ownership Plan reported $7M in total assets and 55 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #5,608 in Construction (9,927 peers)

Phillips Brothers Construction, Inc. multi-year trail

Phillips Brothers Construction, Inc.'s plans moved +73.9% in assets from 2022 to 2024; this filing shows Phillips Brothers Construction Employee Stock Ownership Plan at $7M / 55 participants.

#5,608
in Construction (9,927 peers)
+691.1%
assets growth YoY

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Phillips Brothers Construction Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Phillips Brothers Construction Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$6,780,000 Top 43% higher than 57% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Phillips Brothers Construction Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phillips Brothers Construction Employee Stock Ownership Plan is a small filing (55 participants) on this national headcount ladder.

DOL schedule card

Filing strip 611436705 · Phillips Brothers Construction, Inc. PY 2022 · ESOP

Phillips Brothers Construction Employee Stock Ownership Plan · $7M · 55 · 57th

  • IND $7M
  • EOY 55
  • 5500 57th
  • ASSETS ESOP
  • PCT near Central Penn, Inc. Employee Stock Ownership Plan
  • EIN ind #5608

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 What is an ESOP? → · Plans in Kentucky →

Phillips Brothers Construction Employee Stock Ownership Plan in the asset neighbourhood

Phillips Brothers Construction Employee Stock Ownership PlanPhillips Brothers Constructi…$7MCentral Penn, Inc. Employee Stock Ownership PlanCentral Penn, Inc. Employee …$7MAnderson Insurance Associates Employee Stock Ownership PlanAnderson Insurance Associate…$7MHill Wood Products, Inc. Employee Stock Ownership PlanHill Wood Products, Inc. Emp…$7MHerrera Environmental Consultants, Inc. Employee Stock Ownership PlanHerrera Environmental Consul…$7M
End-of-year total assets ($M) among Phillips Brothers Construction Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Phillips Brothers Construction, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Phillips Brothers Construction, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 73.93805309734513% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $6.78M $11.8M ▲ +73.9%
Year Plans Participants Total Assets
2022 1 55 $7M
2023 1 56 $11M
2024 1 67 $12M

Phillips Brothers Construction, Inc. filing trail (2022)

Total Assets (Beginning of Year)$857K
Net Assets (End of Year)-$6M
Net Income-$7M
Employer EIN611436705
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Kentucky

Peer ESOP plans, same state, same plan type, ranked by total assets.

Phillips Brothers Construction Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.522.5 Total assets ($B) Participants Phillips Brothers Construction Employee Stock Ownership Plan, Total assets ($B): 0.00678 · Participants: 55Phillips Brothers Construction Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.064849894 · Participants: 6338Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.13966969 · Participants: 682Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113190046 · Participants: 1269Gray, Inc. Employee Stock Ownership PlanInterstate Personnel Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.108901392 · Participants: 831Interstate Personnel Services, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.082494483 · Participants: 444H & R Agri-Power Employee Stock Ownership Plan
Phillips Brothers Construction Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Phillips Brothers Construction Employee Stock Ownership Plan side-by-side with 3 peers →

Phillips Brothers Construction Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Central Penn, Inc. Employee Stock Ownership Plan in PA ($7M); by covered participants it is R-S-H Engineering, Inc. Employee Stock Ownership Plan in LA (55 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (55 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.

Frequently Asked Questions

How did Phillips Brothers Construction Employee Stock Ownership Plan assets move in 2022? ▼
Phillips Brothers Construction Employee Stock Ownership Plan surged - up 691.1% during 2022, from $857K to $7M. Reported net income was -$7M.
How have Phillips Brothers Construction, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phillips Brothers Construction, Inc.'s sponsor-wide assets grew 73.9%, from $7M to $12M.
Which ESOP plans are similar in size to Phillips Brothers Construction Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Central Penn, Inc. Employee Stock Ownership Plan in PA ($7M, 109 participants).
Which ESOP plans cover a similar participant headcount to Phillips Brothers Construction Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is R-S-H Engineering, Inc. Employee Stock Ownership Plan in LA (55 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 611436705.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.