401(k) · DOL Form 5500 · 2022

Phil Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
99
Participants Small participant base
33rd
Percentile by assets National rank
$19,522
Avg per participant Low balance/head
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Official DOL plan name: Phil 401(k) Plan · Sponsored by Phil Inc. · California · Information & Media

$2M in assets, 99 participants

Phil Inc.'s Phil 401(k) Plan reported $2M in total assets and 99 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #547 in Information & Media (2,911 peers)

Phil Inc. multi-year trail

Phil Inc.'s plans moved +138.1% in assets from 2022 to 2024; this filing shows Phil 401(k) Plan at $2M / 99 participants.

#547
in Information & Media (2,911 peers)
+42.2%
assets growth YoY

Phil 401(k) Plan among the smaller filed plans by assets

Phil 401(k) Plan vs every filed plan by assets

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

$1,932,662 33rd percentile higher than 33% 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

Phil 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. Phil 401(k) Plan is a small filing (99 participants) on this national headcount ladder.

DOL schedule card

Filing strip 474554128 · Phil Inc. PY 2022 · 401(k)

Phil 401(k) Plan · $2M · 99 · 33rd

  • NET $2M
  • NET 99
  • NET 33rd
  • NET 401(k)
  • NET near Calimira, LLC 401(k) Plan
  • NET ind #547

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 Information & Media retirement plans → · Plans in California →

Phil 401(k) Plan in the asset neighbourhood

Phil 401(k) Plan$2MCalimira, LLC 401(k) Plan$2MZoetek Medical 401(k) Plan$2MRhm LLC 401(k) Profit Sharing Plan & TrustRhm LLC 401(k) Profit Sharin…$2MBowling Transportation, Inc. 401(k) PlanBowling Transportation, Inc.…$2M
End-of-year total assets ($M) among Phil 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Phil Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Phil Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 138.0850867870326% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $1.93M $4.6M ▲ +138.3%
Year Plans Participants Total Assets
2022 1 99 $2M
2023 1 127 $3M
2024 1 173 $5M

Phil Inc. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$573K
Employer EIN474554128
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Phil 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Phil 401(k) Plan, Total assets ($B): 0.001932662 · Participants: 99Phil 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
Phil 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Phil 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Calimira, LLC 401(k) Plan in OH ($2M); by covered participants it is Osco 401(k) Plan in OH (99 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Phil 401(k) Plan assets move in 2022? ▼
Phil 401(k) Plan surged - up 42.2% during 2022, from $1M to $2M. Reported net income was $573K.
How have Phil Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phil Inc.'s sponsor-wide assets grew 138.1%, from $2M to $5M.
Which 401(k) plans are similar in size to Phil 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Calimira, LLC 401(k) Plan in OH ($2M, 889 participants).
Which 401(k) plans cover a similar participant headcount to Phil 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Osco 401(k) Plan in OH (99 participants, $15M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 474554128.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.