401(k) · DOL Form 5500 · 2022
Phifer Incorporated 401(k) Plan
Data updated 2026-08-25
- $158M
- Total assets Near avg plan size
- 1,204
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $131,400
- Avg per participant Near avg balance/head
Official DOL plan name: Phifer Retirement and 401(k) Savings Plan · Sponsored by Phifer Incorporated · Alabama · Manufacturing
$158M in assets, 1,204 participants
Phifer Incorporated's Phifer Retirement and 401(k) Savings Plan reported $158M in total assets and 1,204 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #18,933 in Manufacturing (20,602 peers)
Coverage in Alabama
Phifer Retirement and 401(k) Savings Plan covers 1,204 participants in Alabama, 3.3x the typical Alabama plan (state average ~360 per filing). Assets: $158M.
- #18,933
- in Manufacturing (20,602 peers)
- -16.5%
- assets change YoY
- 1.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $31M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Phifer Retirement and 401(k) Savings Plan's outsized position by total assets
Phifer Retirement and 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$158,205,244 Top 5% higher than 95% 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
Phifer Retirement and 401(k) Savings Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phifer Retirement and 401(k) Savings Plan lands in the large band (1,204 participants).
Published 5500 schedule card
Filing strip 630441784 · Phifer Incorporated PY 2022 · 401(k)
Phifer Retirement and 401(k) Savings Plan · $158M · 1,204 · 95th
- VS-ST $158M
- BOY 1,204
- SCH 95th
- EBSA 401(k)
- PART near Melrosewakefield Healthcare 401(k) Savings Plan
- TYPE ind #18933
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 Manufacturing retirement plans → · Plans in Alabama →
Phifer Retirement and 401(k) Savings Plan in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $189M |
|---|---|
| Net Assets (End of Year) | $158M |
| Net Income | -$31M |
| Employer EIN | 630441784 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Phifer Incorporated)
Sponsor-wide plan assets over time
All Phifer Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $184M 16.302191601183587% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,204 | $158M |
| 2023 | 1 | 1,222 | $171M |
| 2024 | 1 | 1,153 | $184M |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $2.5B · 20,809
- Encompass Health Corporation Retirement Investment Plan $1.2B · 26,602
- Hexagon Employee Retirement Savings Plan $1.2B · 4,237
- Vulcan 401(k) Plan $1.1B · 8,489
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $930M · 4,593
Phifer Retirement and 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Melrosewakefield Healthcare 401(k) Savings Plan in MA ($158M); by covered participants it is Transport Equipment Company Employees Savings Plan in UT (1,204 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($158M here).
- Melrosewakefield Healthcare 401(k) Savings Plan (MA) $158M · 1,807
- The Parker Poe Adams & Bernstein LLP 401(k) Profit Sharing Plan (NC) $158M · 418
- Coinbase. Inc. Retirement Trust (CA) $158M · 2,923
- Cjk Group 401(k) Retirement Plan (MN) $158M · 2,015
Similar participant headcount
Nearest other-state filings by covered participants (1,204 participants); asset peers above are excluded.
- Transport Equipment Company Employees Savings Plan (UT) 1,204 · 0 off
- Arm, Inc. 401(k) Savings Plan (TX) 1,204 · 0 off
- U.S. Oral Surgery Management, LLC Retirement Plan (TX) 1,204 · 0 off
- Fisher-Titus Health 401(k) Plan (OH) 1,204 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.