401(k) · DOL Form 5500 · 2022
Philbar Corporation 401(k) Plan
Data updated 2026-08-25
- $14K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 2nd
- Percentile by assets National rank
- $4,666
- Avg per participant Low balance/head
Official DOL plan name: Philbar Retirement Plan · Sponsored by Philbar Corporation · Wisconsin · Food Services & Accommodation
$14K in assets, 3 participants
Philbar Corporation's Philbar Retirement Plan reported $14K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 2nd 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.
- #178 in Food Services & Accommodation (4,592 peers)
What the 2022 filing shows
Philbar Retirement Plan holds $14K for 3 participants - about $4,666 per participant, among the smaller plans by assets on file.
- #178
- in Food Services & Accommodation (4,592 peers)
- -6.0%
- assets change YoY
The plan reported a net loss of $887 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Philbar Retirement Plan among the smaller filed plans by assets
Philbar Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,997 2nd percentile higher than 2% 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
Philbar Retirement 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. Philbar Retirement Plan is a micro filing (3 participants), the leftmost band.
Published 5500 schedule card
Filing strip 471348246 · Philbar Corporation PY 2022 · 401(k)
Philbar Retirement Plan · $14K · 3 · 2nd
- TYPE $14K
- TYPE 3
- TYPE 2nd
- TYPE 401(k)
- TYPE near First Step Holdings, Inc. 401(k) Profit Sharing Plan
- TYPE ind #178
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 Food Services & Accommodation retirement plans → · Plans in Wisconsin →
Philbar Retirement Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $15K |
|---|---|
| Net Assets (End of Year) | $14K |
| Net Income | -$887 |
| Employer EIN | 471348246 |
| Plan Effective Date | 2014-07-16 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Philbar Corporation)
Sponsor-wide plan assets over time
All Philbar Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $14K |
| 2023 | 1 | 3 | N/A |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Philbar Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is First Step Holdings, Inc. 401(k) Profit Sharing Plan in TX ($14K); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.