401(k) · DOL Form 5500 · 2022

Phillips, Erlewine, Given & Carlin LLP 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
10
Participants Small participant base
48th
Percentile by assets National rank
$438,362
Avg per participant High balance/head
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Official DOL plan name: Phillips, Erlewine, Given & Carlin LLP 401(k) Plan · Sponsored by Phillips, Erlewine, Given & Carlin LLP · California · Professional & Technical Services

$4M in assets, 10 participants

Phillips, Erlewine, Given & Carlin LLP's Phillips, Erlewine, Given & Carlin LLP 401(k) Plan reported $4M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,817 in Professional & Technical Services (21,562 peers)

Phillips, Erlewine, Given & Carlin LLP multi-year trail

Phillips, Erlewine, Given & Carlin LLP's plans moved +16.2% in assets from 2022 to 2023; this filing shows Phillips, Erlewine, Given & Carlin LLP 401(k) Plan at $4M / 10 participants.

#9,817
in Professional & Technical Services (21,562 peers)
-8.0%
assets change YoY

The plan reported a net loss of $379K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Phillips, Erlewine, Given & Carlin LLP 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Phillips, Erlewine, Given & Carlin LLP 401(k) Plan vs every filed plan by assets

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

$4,383,621 48th percentile higher than 48% 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, Erlewine, Given & Carlin LLP 401(k) 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. Phillips, Erlewine, Given & Carlin LLP 401(k) Plan is a micro filing (10 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 943275659 · Phillips, Erlewine, Given & Carlin LLP PY 2022 · 401(k)

Phillips, Erlewine, Given & Carlin LLP 401(k) Plan · $4M · 10 · 48th

  • EOY $4M
  • 5500 10
  • ASSETS 48th
  • PCT 401(k)
  • EIN near Talaris Therapeutics, Inc. 401(k) Retirement Savings Plan
  • RANK ind #9817

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 Professional & Technical Services retirement plans → · Plans in California →

Phillips, Erlewine, Given & Carlin LLP 401(k) Plan in the asset neighbourhood

Phillips, Erlewine, Given & Carlin LLP 401(k) PlanPhillips, Erlewine, Given & …$4MTalaris Therapeutics, Inc. 401(k) Retirement Savings PlanTalaris Therapeutics, Inc. 4…$4MMerchants Grocery 401(k) Plan$4MCrickler Vending Company Inc 401(k) Profit Sharing PlanCrickler Vending Company Inc…$4MPark Agency Inc. 401(k) Plan$4M
End-of-year total assets ($M) among Phillips, Erlewine, Given & Carlin LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Phillips, Erlewine, Given & Carlin LLP multi-year asset trail

Sponsor-wide plan assets over time

All Phillips, Erlewine, Given & Carlin LLP plans reported in each filing year

Latest sponsor-wide plan assets
$5M 16.249716843677863% vs 2022
2023 filing year
$4M$4.5M$5M$5.5M 20222023 $4.38M $5.1M ▲ +16.4%
Year Plans Participants Total Assets
2022 1 10 $4M
2023 1 10 $5M

Phillips, Erlewine, Given & Carlin LLP filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$379K
Employer EIN943275659
Plan Effective Date1997-07-21
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Phillips, Erlewine, Given & Carlin LLP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Phillips, Erlewine, Given & Carlin LLP 401(k) Plan, Total assets ($B): 0.004383621 · Participants: 10Phillips, Erlewine, Given & Carlin LLP 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Phillips, Erlewine, Given & Carlin LLP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Phillips, Erlewine, Given & Carlin LLP 401(k) Plan side-by-side with 3 peers →

Phillips, Erlewine, Given & Carlin LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Talaris Therapeutics, Inc. 401(k) Retirement Savings Plan in KY ($4M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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, Erlewine, Given & Carlin LLP 401(k) Plan assets move in 2022? ▼
Phillips, Erlewine, Given & Carlin LLP 401(k) Plan pulled back noticeably - down 8.0% during 2022, from $5M to $4M. Reported net income was -$379K.
How have Phillips, Erlewine, Given & Carlin LLP plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Phillips, Erlewine, Given & Carlin LLP's sponsor-wide assets grew 16.2%, from $4M to $5M.
Which 401(k) plans are similar in size to Phillips, Erlewine, Given & Carlin LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Talaris Therapeutics, Inc. 401(k) Retirement Savings Plan in KY ($4M, 103 participants).
Which 401(k) plans cover a similar participant headcount to Phillips, Erlewine, Given & Carlin LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $2M 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 943275659.

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.