Other · DOL Form 5500 · 2022
The Phillips Collection Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 169
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $73,429
- Avg per participant Below avg balance/head
Official DOL plan name: The Phillips Collection Tax Deferred Plan · Sponsored by The Phillips Collection · District of Columbia · Arts, Entertainment & Recreation
$12M in assets, 169 participants
The Phillips Collection's The Phillips Collection Tax Deferred Plan reported $12M in total assets and 169 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.
- #2,480 in Arts, Entertainment & Recreation (3,077 peers)
Coverage in District of Columbia
The Phillips Collection Tax Deferred Plan covers 169 participants in District of Columbia, about 12% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $12M.
- #2,480
- in Arts, Entertainment & Recreation (3,077 peers)
- -31.7%
- assets change YoY
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Phillips Collection Tax Deferred Plan's outsized position by total assets
The Phillips Collection Tax Deferred Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,409,567 Top 31% higher than 69% 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
The Phillips Collection Tax Deferred Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Phillips Collection Tax Deferred Plan sits mid-pack in the medium band (169 participants).
Plan-year Form 5500 strip
Filing strip 530204620 · The Phillips Collection PY 2022 · Other
The Phillips Collection Tax Deferred Plan · $12M · 169 · 69th
- EBSA $12M
- PART 169
- TYPE 69th
- NET Other
- BOOK near Van Wert County Hospital-Tax Deferred 403(b) Plan
- VS-ST ind #2480
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 Arts, Entertainment & Recreation retirement plans → · Plans in District of Columbia →
The Phillips Collection Tax Deferred Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$6M |
| Employer EIN | 530204620 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Phillips Collection)
Sponsor-wide plan assets over time
All The Phillips Collection plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 36.446944522721864% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 169 | $12M |
| 2023 | 1 | 196 | $15M |
| 2024 | 1 | 176 | $17M |
Nearby Other Plans in District of Columbia
Peer Other plans, same state, same plan type, ranked by total assets.
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.5B · 419,935
- Georgetown University Defined Contribution Retirement Plan $2.0B · 4,918
- American University Defined Contribution Retirement Plan $1.1B · 2,632
- Howard University Savings Plan $1.0B · 5,159
- Georgetown University Voluntary Contribution Retirement Plan $741M · 13,020
The Phillips Collection Tax Deferred Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is Van Wert County Hospital-Tax Deferred 403(b) Plan in OH ($12M); by covered participants it is The Nightingale-Bamford School Defined Contribution Retirement Plan in NY (169 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (169 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.