401(k) · DOL Form 5500 · 2022
Charles M Phillips 401(k) Plan
Data updated 2026-08-25
- $186K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 10th
- Percentile by assets National rank
- $185,960
- Avg per participant Above avg balance/head
Official DOL plan name: Charles M Phillips 401(k) Plan and Trust · Sponsored by Charles M Phillips · North Carolina · Real Estate
$186K in assets, 1 participants
Charles M Phillips's Charles M Phillips 401(k) Plan and Trust reported $186K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 10th 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.
- #771 in Real Estate (5,057 peers)
Charles M Phillips multi-year trail
Charles M Phillips's plans moved +15.2% in assets from 2022 to 2024; this filing shows Charles M Phillips 401(k) Plan and Trust at $186K / 1 participant.
- #771
- in Real Estate (5,057 peers)
- -15.6%
- assets change YoY
The plan reported a net loss of $34K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Charles M Phillips 401(k) Plan and Trust among the smaller filed plans by assets
Charles M Phillips 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$185,960 10th percentile higher than 10% 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
Charles M Phillips 401(k) Plan and Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charles M Phillips 401(k) Plan and Trust is a micro filing (1 participant), the leftmost band.
DOL schedule card
Filing strip 204003279 · Charles M Phillips PY 2022 · 401(k)
Charles M Phillips 401(k) Plan and Trust · $186K · 1 · 10th
- VS-ST $186K
- BOY 1
- SCH 10th
- EBSA 401(k)
- PART near Urbane Logistics Inc. 401(k) Plan
- TYPE ind #771
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 Real Estate retirement plans → · Plans in North Carolina →
Charles M Phillips 401(k) Plan and Trust in the asset neighbourhood
Charles M Phillips multi-year asset trail
Sponsor-wide plan assets over time
All Charles M Phillips plans reported in each filing year
- Latest sponsor-wide plan assets
- $214K 15.211873521187352% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $186K |
| 2023 | 1 | 1 | $188K |
| 2024 | 1 | 1 | $214K |
Charles M Phillips filing trail (2022)
| Total Assets (Beginning of Year) | $220K |
|---|---|
| Net Assets (End of Year) | $186K |
| Net Income | -$34K |
| Employer EIN | 204003279 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Charles M Phillips 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Urbane Logistics Inc. 401(k) Plan in MO ($186K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($186K here).
- Urbane Logistics Inc. 401(k) Plan (MO) $186K · 1
- Together Enterprise Inc. 401(k) Plan (MI) $186K · N/A
- Tidy White Company Retirement Plan (OH) $186K · 4
- Sue Wilson Inc 401(k) Plan (TX) $186K · 5
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Kellow Corporation 401(k) Profit Sharing Plan (WI) 1 · 0 off
- Steven a Root Enterprises, Inc. 401 K Plan (IA) 1 · 0 off
- Rebel Goat 401(k) 2022 (UT) 1 · 0 off
- Dmg Beauty, Inc. 401(k) Profit Sharing Plan (MD) 1 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.