401(k) · DOL Form 5500 · 2022

Phillips Edison & Company Ltd 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
296
Participants Below avg headcount
86th
Percentile by assets National rank
$138,690
Avg per participant Near avg balance/head
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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.

  • #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.

#4,791
in Real Estate (5,057 peers)
-15.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

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.

Phillips Edison & Co. 401(k) Savings Plan's outsized position 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 $2,050,000,000 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 Edison & Co. 401(k) Savings 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 Edison & Co. 401(k) Savings Plan sits mid-pack in the medium band (296 participants).

Published 5500 schedule card

Filing strip 311669229 · Phillips Edison & Company Ltd PY 2022 · 401(k)

Phillips Edison & Co. 401(k) Savings Plan · $41M · 296 · 86th

  • EOY $41M
  • EOY 296
  • EOY 86th
  • EOY 401(k)
  • EOY near Richardson Electronics, Ltd. Employees Profit Sharing Plan and Trust Agreement
  • EOY ind #4791

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 Ohio →

Phillips Edison & Co. 401(k) Savings Plan in the asset neighbourhood

Phillips Edison & Co. 401(k) Savings PlanPhillips Edison & Co. 401(k)…$41MRichardson Electronics, Ltd. Employees Profit Sharing Plan and Trust AgreementRichardson Electronics, Ltd.…$41MRiverbend Industries Inc. Employees 401(k) Retirement PlanRiverbend Industries Inc. Em…$41MGray & Osborne, Inc. 401(k) Profit Sharing PlanGray & Osborne, Inc. 401(k) …$41MSouthview Medical Group, P. C. 401(k) PlanSouthview Medical Group, P. …$41M
End-of-year total assets ($M) among Phillips Edison & Co. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Phillips Edison & Company Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$56M 37.29544049630159% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $41.1M $56.4M ▲ +37.3%
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 ($B) Participants Phillips Edison & Co. 401(k) Savings Plan, Total assets ($B): 0.041052297 · Participants: 296Phillips Edison & Co. 401(k) Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Phillips Edison & Co. 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Phillips Edison & Co. 401(k) Savings Plan side-by-side with 3 peers →

Phillips Edison & Co. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Richardson Electronics, Ltd. Employees Profit Sharing Plan and Trust Agreement in IL ($41M); by covered participants it is Aarsand Management, LLC 401(k) Plan in MD (296 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (296 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 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).
Which 401(k) plans cover a similar participant headcount to Phillips Edison & Co. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aarsand Management, LLC 401(k) Plan in MD (296 participants, N/A 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 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.