401(k) · DOL Form 5500 · 2022

Phillips Edison & Company Ltd 401(k) Plan

Data updated 2026-08-11

$41M
Total assets
296
Participants
86th
Percentile by assets
$138,690
Avg per participant
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Official DOL plan name: Phillips Edison & Co. 401(k) Savings Plan · Sponsored by Phillips Edison & Company Ltd · Ohio · Real Estate

$41M in assets, 296 participants

Phillips Edison & Company Ltd's Phillips Edison & Co. 401(k) Savings Plan reported $41M in total assets and 296 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • 86th percentile by assets (of 139,126 plans)
  • #4,791 in Real Estate (5,057 peers)

Coverage in Ohio

Phillips Edison & Co. 401(k) Savings Plan covers 296 participants in Ohio, about 39% of the average Ohio filer (state average ~765 per filing). Assets: $41M.

$41M
total plan assets (2022 EOY)
296
covered participants
86th
percentile by assets (of 139,126 plans)
$138,690
avg assets per participant

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Phillips Edison & Co. 401(k) Savings Plan sits by total assets

Phillips Edison & Co. 401(k) Savings Plan vs every filed plan by assets

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

$41,052,297 Top 14% higher than 86% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Ohio
Industry
Real Estate

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Phillips Edison & Co. 401(k) Savings Plan reports 296 participants - about 39% of that state average ($41M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$41M
Net Income-$8M
Employer EIN311669229
Plan Effective Date1996-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phillips Edison & Company Ltd)

$35M$40M$45M$50M$55M$60M 202220232024 $41.1M $56.4M ▲ +37.3%
Total plan assets by year, all Phillips Edison & Company Ltd plans on file
Year Plans Participants Total Assets
2022 1 296 $41M
2023 1 286 $51M
2024 1 293 $56M

Nearby 401(k) Plans in Ohio

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

Phillips Edison & Co. 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Phillips Edison & Co…, Total assets ($B): 0.041052297 · Participants: 296Phillips Edison & Co…The Sherwin-Williams…, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams…The Progressive 401(…, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(…The Kroger Co. 401(k…, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k…Nationwide Savings P…, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings P…Marathon Petroleum T…, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum T…
Phillips Edison & Co. 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Phillips Edison & Co. 401(k) Savings Pla… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Phillips Edison & Co. 401(k) Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Phillips Edison & Co. 401(k) Savings Plan assets move in 2022? ▼
Phillips Edison & Co. 401(k) Savings Plan declined sharply - down 15.6% during 2022, from $49M to $41M. Reported net income was -$8M.
How have Phillips Edison & Company Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phillips Edison & Company Ltd's sponsor-wide assets grew 37.3%, from $41M to $56M.
Where does Phillips Edison & Co. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Phillips Edison & Co. 401(k) Savings Plan ranks in the 86th 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 Edison & Co. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Richardson Electronics, Ltd. Employees Profit Sharing Plan and Trust Agreement in IL ($41M, 275 participants).

Next read for Phillips Edison & Co. 401(k) Savings Pla…

Filing takeaways

Ways to act on Phillips Edison & Co. 401(k) Savings Plan's numbers.

  • By total assets, Phillips Edison & Co. 401(k) Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
  • Phillips Edison & Company Ltd's sponsor-wide assets have grown 37.3% since 2022 across 3 plan years on file. More Real Estate plans

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 311669229.

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.