401(k) · DOL Form 5500 · 2022

Phreesia, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
1,088
Participants Near avg headcount
80th
Percentile by assets National rank
$22,962
Avg per participant Low balance/head
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Official DOL plan name: Phreesia, Inc. 401(k) Plan · Sponsored by Phreesia, Inc. · North Carolina · Professional & Technical Services

$25M in assets, 1,088 participants

Phreesia, Inc.'s Phreesia, Inc. 401(k) Plan reported $25M in total assets and 1,088 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #17,457 in Professional & Technical Services (21,562 peers)

Where Phreesia, Inc. 401(k) Plan sits by assets

Phreesia, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $25M for 1,088 participants (~$22,962/participant), up 16.8% in 2022.

#17,457
in Professional & Technical Services (21,562 peers)
+16.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Phreesia, Inc. 401(k) Plan's outsized position by total assets

Phreesia, Inc. 401(k) Plan vs every filed plan by assets

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

$24,983,134 Top 20% higher than 80% 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

Phreesia, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phreesia, Inc. 401(k) Plan lands in the large band (1,088 participants).

DOL schedule card

Filing strip 202275479 · Phreesia, Inc. PY 2022 · 401(k)

Phreesia, Inc. 401(k) Plan · $25M · 1,088 · 80th

  • 5500 $25M
  • 5500 1,088
  • 5500 80th
  • 5500 401(k)
  • 5500 near Obxtek, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #17457

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 North Carolina →

Phreesia, Inc. 401(k) Plan in the asset neighbourhood

Phreesia, Inc. 401(k) Plan$25MObxtek, Inc. 401(k) Profit Sharing PlanObxtek, Inc. 401(k) Profit S…$25MCsi Support & Development Services 401(k) and Profit Sharing PlanCsi Support & Development Se…$25MRehabilitation Support Services, Inc 401(k) PlanRehabilitation Support Servi…$25MWpromote 401(k)Plan$25M
End-of-year total assets ($M) among Phreesia, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN202275479
Plan Effective Date2007-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phreesia, Inc.)

Sponsor-wide plan assets over time

All Phreesia, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 99.81118862029079% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $25M $49.9M ▲ +99.8%
Year Plans Participants Total Assets
2022 1 1,088 $25M
2023 1 1,080 $39M
2024 1 959 $50M

Nearby 401(k) Plans in North Carolina

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

Phreesia, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Phreesia, Inc. 401(k) Plan, Total assets ($B): 0.024983134 · Participants: 1088Phreesia, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Phreesia, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Phreesia, Inc. 401(k) Plan side-by-side with 3 peers →

Phreesia, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Obxtek, Inc. 401(k) Profit Sharing Plan in VA ($25M); by covered participants it is Frank Recruitment Group 401(k) Retirement Plan in PA (1,088 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,088 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 Phreesia, Inc. 401(k) Plan assets move in 2022? ▼
Phreesia, Inc. 401(k) Plan grew sharply - up 16.8% during 2022, from $21M to $25M. Reported net income was $4M.
How have Phreesia, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phreesia, Inc.'s sponsor-wide assets grew 99.8%, from $25M to $50M.
Where does Phreesia, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Phreesia, Inc. 401(k) Plan ranks in the 80th 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 Phreesia, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Obxtek, Inc. 401(k) Profit Sharing Plan in VA ($25M, 412 participants).
Which 401(k) plans cover a similar participant headcount to Phreesia, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frank Recruitment Group 401(k) Retirement Plan in PA (1,088 participants, $4M 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 202275479.

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.