401(k) · DOL Form 5500 · 2022

Jeremiah Phillips, LLC. 401(k) Plan

Data updated 2026-08-25

$474K
Total assets Small plan by assets
115
Participants Small participant base
18th
Percentile by assets National rank
$4,124
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Jeremiah Phillips, LLC. 401(k) Plan · Sponsored by Jeremiah Phillips, LLC. · California · Transportation & Warehousing

$474K in assets, 115 participants

Jeremiah Phillips, LLC.'s Jeremiah Phillips, LLC. 401(k) Plan reported $474K in total assets and 115 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #667 in Transportation & Warehousing (3,876 peers)

Coverage in California

Jeremiah Phillips, LLC. 401(k) Plan covers 115 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $474K.

#667
in Transportation & Warehousing (3,876 peers)
+8.6%
assets growth YoY

Jeremiah Phillips, LLC. 401(k) Plan among the smaller filed plans by assets

Jeremiah Phillips, LLC. 401(k) Plan vs every filed plan by assets

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

$474,240 18th percentile higher than 18% 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

Jeremiah Phillips, LLC. 401(k) 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. Jeremiah Phillips, LLC. 401(k) Plan sits mid-pack in the medium band (115 participants).

Form 5500 schedule snapshot

Filing strip 811941878 · Jeremiah Phillips, LLC. PY 2022 · 401(k)

Jeremiah Phillips, LLC. 401(k) Plan · $474K · 115 · 18th

  • NET $474K
  • BOOK 115
  • VS-ST 18th
  • BOY 401(k)
  • SCH near C & M Homecare, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #667

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 Transportation & Warehousing retirement plans → · Plans in California →

Jeremiah Phillips, LLC. 401(k) Plan in the asset neighbourhood

Jeremiah Phillips, LLC. 401(k) PlanJeremiah Phillips, LLC. 401(…$474KC & M Homecare, Inc. 401(k) Profit Sharing PlanC & M Homecare, Inc. 401(k) …$474KCranswick Inc. 401(k) Plan$474KPhillip B Aubin Dds PC 401(k) Profit Sharing Plan & TrustPhillip B Aubin Dds PC 401(k…$474KWellsprings Care and Rehab Inc 401(k) PlanWellsprings Care and Rehab I…$474K
End-of-year total assets ($M) among Jeremiah Phillips, LLC. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$437K
Net Assets (End of Year)$474K
Net Income$37K
Employer EIN811941878
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Jeremiah Phillips, LLC. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Jeremiah Phillips, LLC. 401(k) Plan, Total assets ($B): 0.00047424 · Participants: 115Jeremiah Phillips, LLC. 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
Jeremiah Phillips, LLC. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Jeremiah Phillips, LLC. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is C & M Homecare, Inc. 401(k) Profit Sharing Plan in OR ($474K); by covered participants it is 360 Physical Therapy 401(k) Profit Sharing Plan in AZ (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Jeremiah Phillips, LLC. 401(k) Plan assets move in 2022?
Jeremiah Phillips, LLC. 401(k) Plan grew at a solid clip - up 8.6% during 2022, from $437K to $474K. Reported net income was $37K.
Where does Jeremiah Phillips, LLC. 401(k) Plan rank by assets among Form 5500 filers?
Jeremiah Phillips, LLC. 401(k) Plan ranks in the 18th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Jeremiah Phillips, LLC. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is C & M Homecare, Inc. 401(k) Profit Sharing Plan in OR ($474K, 36 participants).
Which 401(k) plans cover a similar participant headcount to Jeremiah Phillips, LLC. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is 360 Physical Therapy 401(k) Profit Sharing Plan in AZ (115 participants, N/A in assets).