401(k) · DOL Form 5500 · 2022

Phillips Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
14
Participants Small participant base
42nd
Percentile by assets National rank
$234,369
Avg per participant Above avg balance/head
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Official DOL plan name: Phillips Enterprises, Inc. 401(k) Retirement Plan · Sponsored by Phillips Enterprises, Inc. · Massachusetts · Manufacturing

$3M in assets, 14 participants

Phillips Enterprises, Inc.'s Phillips Enterprises, Inc. 401(k) Retirement Plan reported $3M in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #5,230 in Manufacturing (20,602 peers)

Phillips Enterprises, Inc. multi-year trail

Phillips Enterprises, Inc.'s plans moved +24.9% in assets from 2022 to 2024; this filing shows Phillips Enterprises, Inc. 401(k) Retirement Plan at $3M / 14 participants.

#5,230
in Manufacturing (20,602 peers)
-14.1%
assets change YoY

The plan reported a net loss of $537K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Phillips Enterprises, Inc. 401(k) Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Phillips Enterprises, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$3,281,161 42nd percentile higher than 42% 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 Enterprises, Inc. 401(k) Retirement 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 Enterprises, Inc. 401(k) Retirement Plan is a small filing (14 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 042620522 · Phillips Enterprises, Inc. PY 2022 · 401(k)

Phillips Enterprises, Inc. 401(k) Retirement Plan · $3M · 14 · 42nd

  • BOOK $3M
  • BOOK 14
  • BOOK 42nd
  • BOOK 401(k)
  • BOOK near Independent Plastic, Inc. Retirement Savings Plan
  • BOOK ind #5230

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 Manufacturing retirement plans → · Plans in Massachusetts →

Phillips Enterprises, Inc. 401(k) Retirement Plan in the asset neighbourhood

Phillips Enterprises, Inc. 401(k) Retirement PlanPhillips Enterprises, Inc. 4…$3MIndependent Plastic, Inc. Retirement Savings PlanIndependent Plastic, Inc. Re…$3MCinepolis USA 401(k) Plan$3MMecco Partners, LLC Employees' Profit Sharing and 401(k) PlanMecco Partners, LLC Employee…$3MZignal Labs 401(k) Plan$3M
End-of-year total assets ($M) among Phillips Enterprises, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Phillips Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Phillips Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 24.9417508010122% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.28M $4.1M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 14 $3M
2023 1 12 $4M
2024 1 13 $4M

Phillips Enterprises, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$537K
Employer EIN042620522
Plan Effective Date1998-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Phillips Enterprises, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Phillips Enterprises, Inc. 401(k) Retirement Plan, Total assets ($B): 0.003281161 · Participants: 14Phillips Enterprises, Inc. 401(k) Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Phillips Enterprises, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Phillips Enterprises, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Phillips Enterprises, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Independent Plastic, Inc. Retirement Savings Plan in TX ($3M); by covered participants it is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Enterprises, Inc. 401(k) Retirement Plan assets move in 2022? ▼
Phillips Enterprises, Inc. 401(k) Retirement Plan pulled back noticeably - down 14.1% during 2022, from $4M to $3M. Reported net income was -$537K.
How have Phillips Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phillips Enterprises, Inc.'s sponsor-wide assets grew 24.9%, from $3M to $4M.
Which 401(k) plans are similar in size to Phillips Enterprises, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Independent Plastic, Inc. Retirement Savings Plan in TX ($3M, 23 participants).
Which 401(k) plans cover a similar participant headcount to Phillips Enterprises, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants, $1M 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 042620522.

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.