401(k) · DOL Form 5500 · 2022

Phillips Corporation 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
260
Participants Below avg headcount
81st
Percentile by assets National rank
$99,908
Avg per participant Below avg balance/head
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Official DOL plan name: The Phillips Corporation Retirement Plan · Sponsored by Phillips Corporation · Maryland · Professional & Technical Services

$26M in assets, 260 participants

Phillips Corporation's The Phillips Corporation Retirement Plan reported $26M in total assets and 260 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.

  • #17,590 in Professional & Technical Services (21,562 peers)

Coverage in Maryland

The Phillips Corporation Retirement Plan covers 260 participants in Maryland, about 28% of the average Maryland filer (state average ~929 per filing). Assets: $26M.

#17,590
in Professional & Technical Services (21,562 peers)
-19.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Phillips Corporation Retirement Plan's outsized position by total assets

The Phillips Corporation Retirement Plan vs every filed plan by assets

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

$25,976,199 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

The Phillips Corporation 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. The Phillips Corporation Retirement Plan sits mid-pack in the medium band (260 participants).

EBSA filing schedule strip

Filing strip 520736062 · Phillips Corporation PY 2022 · 401(k)

The Phillips Corporation Retirement Plan · $26M · 260 · 81st

  • ASSETS $26M
  • ASSETS 260
  • ASSETS 81st
  • ASSETS 401(k)
  • ASSETS near The Tremont Group 401(k) Profit Sharing Plan
  • ASSETS ind #17590

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 Maryland →

The Phillips Corporation Retirement Plan in the asset neighbourhood

The Phillips Corporation Retirement PlanThe Phillips Corporation Ret…$26MJovia Financial Credit Union Capital Appreciation PlanJovia Financial Credit Union…$26MPer Mar Security and Research Corp. 401(k) PlanPer Mar Security and Researc…$26MThe Tremont Group 401(k) Profit Sharing PlanThe Tremont Group 401(k) Pro…$26MThe Midwest Trust Company Profit Sharing 401(k) PlanThe Midwest Trust Company Pr…$26M
End-of-year total assets ($M) among The Phillips Corporation Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Maryland filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$26M
Net Income-$6M
Employer EIN520736062
Plan Effective Date1987-04-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Phillips Corporation)

Sponsor-wide plan assets over time

All Phillips Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$37M 41.47721535394766% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $26M $36.8M ▲ +41.5%
Year Plans Participants Total Assets
2022 1 260 $26M
2023 1 259 $30M
2024 1 301 $37M

Nearby 401(k) Plans in Maryland

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

The Phillips Corporation Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants The Phillips Corporation Retirement Plan, Total assets ($B): 0.025976199 · Participants: 260The Phillips Corporation Retirement PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 43.624690273 · Participants: 87666Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 8.25929933 · Participants: 82576Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 3.651080244 · Participants: 6107T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.260404321 · Participants: 2819Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 1.938654635 · Participants: 74729Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
The Phillips Corporation Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare The Phillips Corporation Retirement Plan side-by-side with 3 peers →

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

Outside Maryland, the nearest 401(k) by assets is The Tremont Group 401(k) Profit Sharing Plan in CA ($26M); by covered participants it is Sk Life Science, Inc. 401(k) Profit Sharing Plan & Trust in NJ (260 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (260 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 The Phillips Corporation Retirement Plan assets move in 2022? ▼
The Phillips Corporation Retirement Plan declined sharply - down 19.8% during 2022, from $32M to $26M. Reported net income was -$6M.
How have Phillips Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phillips Corporation's sponsor-wide assets grew 41.5%, from $26M to $37M.
Where does The Phillips Corporation Retirement Plan rank by assets among Form 5500 filers? ▼
The Phillips Corporation 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 The Phillips Corporation Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Tremont Group 401(k) Profit Sharing Plan in CA ($26M, 191 participants).
Which 401(k) plans cover a similar participant headcount to The Phillips Corporation Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sk Life Science, Inc. 401(k) Profit Sharing Plan & Trust in NJ (260 participants, $30M 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 520736062.

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.