401(k) · DOL Form 5500 · 2022
Phillips Adr Enterprises, P.C. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $164,615
- Avg per participant Above avg balance/head
Official DOL plan name: Phillips Adr Enterprises, P.C. 401(k) Plan · Sponsored by Phillips Adr Enterprises, P.C. · California · Professional & Technical Services
$2M in assets, 11 participants
Phillips Adr Enterprises, P.C.'s Phillips Adr Enterprises, P.C. 401(k) Plan reported $2M in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.
- #6,220 in Professional & Technical Services (21,562 peers)
Phillips Adr Enterprises, P.C. multi-year trail
Phillips Adr Enterprises, P.C.'s plans moved +64.7% in assets from 2022 to 2024; this filing shows Phillips Adr Enterprises, P.C. 401(k) Plan at $2M / 11 participants.
- #6,220
- in Professional & Technical Services (21,562 peers)
- -8.5%
- assets change YoY
The plan reported a net loss of $169K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Phillips Adr Enterprises, P.C. 401(k) Plan among the smaller filed plans by assets
Phillips Adr Enterprises, P.C. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,810,763 32nd percentile higher than 32% 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
Phillips Adr Enterprises, P.C. 401(k) 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 Adr Enterprises, P.C. 401(k) Plan is a small filing (11 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 471443680 · Phillips Adr Enterprises, P.C. PY 2022 · 401(k)
Phillips Adr Enterprises, P.C. 401(k) Plan · $2M · 11 · 32nd
- PART $2M
- PART 11
- PART 32nd
- PART 401(k)
- PART near Etf Advisor K Mep Fiduciary Wise LLC
- PART ind #6220
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 Adr Enterprises, P.C. 401(k) Plan in the asset neighbourhood
Phillips Adr Enterprises, P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Phillips Adr Enterprises, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 64.68494220392176% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $2M |
| 2023 | 1 | 11 | $2M |
| 2024 | 1 | 12 | $3M |
Phillips Adr Enterprises, P.C. filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$169K |
| Employer EIN | 471443680 |
| Plan Effective Date | 2014-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Phillips Adr Enterprises, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Etf Advisor K Mep Fiduciary Wise LLC in AZ ($2M); by covered participants it is The Princeton Club of New York, Inc. 401(k) Plan in MA (11 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- Etf Advisor K Mep Fiduciary Wise LLC (AZ) $2M · 371
- Flagship Investment Group, Inc. 401(k) Plan (PA) $2M · 5
- Hb&a LLC 401(k) Plan (CO) $2M · 23
- Lsms Retirement Plan (FL) $2M · 1
Similar participant headcount
Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.
- The Princeton Club of New York, Inc. 401(k) Plan (MA) 11 · 0 off
- Rhg Profit Sharing Plan (GA) 11 · 0 off
- Thrive Wealth Management, LLC 401(k) Plan (PA) 11 · 0 off
- Tacappel Enterprises Retirement Plan (NE) 11 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.