401(k) · DOL Form 5500 · 2022

Phillips Industries, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
294
Participants Below avg headcount
81st
Percentile by assets National rank
$86,583
Avg per participant Below avg balance/head
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Official DOL plan name: Phillips Industries Retirement Plan · Sponsored by Phillips Industries, Inc. · California · Manufacturing

$25M in assets, 294 participants

Phillips Industries, Inc.'s Phillips Industries Retirement Plan reported $25M in total assets and 294 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #14,970 in Manufacturing (20,602 peers)

Coverage in California

Phillips Industries Retirement Plan covers 294 participants in California, about 47% of the average California filer (state average ~630 per filing). Assets: $25M.

#14,970
in Manufacturing (20,602 peers)
-15.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Phillips Industries Retirement Plan's outsized position by total assets

Phillips Industries Retirement Plan vs every filed plan by assets

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

$25,455,341 Top 19% higher than 81% 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

Phillips Industries Retirement 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. Phillips Industries Retirement Plan sits mid-pack in the medium band (294 participants).

Published 5500 schedule card

Filing strip 952596625 · Phillips Industries, Inc. PY 2022 · 401(k)

Phillips Industries Retirement Plan · $25M · 294 · 81st

  • IND $25M
  • EOY 294
  • 5500 81st
  • ASSETS 401(k)
  • PCT near Gpv 401(k) Retirement Plan
  • EIN ind #14970

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 California →

Phillips Industries Retirement Plan in the asset neighbourhood

Phillips Industries Retirement PlanPhillips Industries Retireme…$25MGpv 401(k) Retirement Plan$25MInterstate Waste Services 401(k) PlanInterstate Waste Services 40…$25MBrunner Manufacturing Employees Retirement Savings PlanBrunner Manufacturing Employ…$25MVermont Gas Systems, Inc. 401(k) PlanVermont Gas Systems, Inc. 40…$25M
End-of-year total assets ($M) among Phillips Industries Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$25M
Net Income-$5M
Employer EIN952596625
Plan Effective Date1967-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phillips Industries, Inc.)

Sponsor-wide plan assets over time

All Phillips Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 4.144847244434871% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $25.5M $26.5M ▲ +4.1%
Year Plans Participants Total Assets
2022 1 294 $25M
2023 1 330 $30M
2024 1 200 $27M

Nearby 401(k) Plans in California

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

Phillips Industries Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Phillips Industries Retirement Plan, Total assets ($B): 0.025455341 · Participants: 294Phillips Industries Retirement 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
Phillips Industries Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants

Phillips Industries Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Gpv 401(k) Retirement Plan in KS ($25M); by covered participants it is Bueno Foods 401(k) Plan in NM (294 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (294 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 Phillips Industries Retirement Plan assets move in 2022?
Phillips Industries Retirement Plan declined sharply - down 15.1% during 2022, from $30M to $25M. Reported net income was -$5M.
How have Phillips Industries, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Phillips Industries, Inc.'s sponsor-wide assets grew 4.1%, from $25M to $27M.
Where does Phillips Industries Retirement Plan rank by assets among Form 5500 filers?
Phillips Industries Retirement Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Phillips Industries Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Gpv 401(k) Retirement Plan in KS ($25M, 341 participants).
Which 401(k) plans cover a similar participant headcount to Phillips Industries Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Bueno Foods 401(k) Plan in NM (294 participants, $7M in assets).