401(k) · DOL Form 5500 · 2022

The Phillies 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
323
Participants Below avg headcount
89th
Percentile by assets National rank
$185,897
Avg per participant Above avg balance/head
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Official DOL plan name: The Phillies 401(k) Incentive Savings Plan · Sponsored by The Phillies · Pennsylvania · Arts, Entertainment & Recreation

$60M in assets, 323 participants

The Phillies's The Phillies 401(k) Incentive Savings Plan reported $60M in total assets and 323 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #2,906 in Arts, Entertainment & Recreation (3,077 peers)

Coverage in Pennsylvania

The Phillies 401(k) Incentive Savings Plan covers 323 participants in Pennsylvania, about 39% of the average Pennsylvania filer (state average ~822 per filing). Assets: $60M.

#2,906
in Arts, Entertainment & Recreation (3,077 peers)
-16.1%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Phillies 401(k) Incentive Savings Plan's outsized position by total assets

The Phillies 401(k) Incentive Savings Plan vs every filed plan by assets

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

$60,044,586 Top 11% higher than 89% 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 Phillies 401(k) Incentive 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. The Phillies 401(k) Incentive Savings Plan sits mid-pack in the medium band (323 participants).

Published 5500 schedule card

Filing strip 232186951 · The Phillies PY 2022 · 401(k)

The Phillies 401(k) Incentive Savings Plan · $60M · 323 · 89th

  • NET $60M
  • NET 323
  • NET 89th
  • NET 401(k)
  • NET near Thornton Employee Savings (401(k)) Plan
  • NET ind #2906

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 Arts, Entertainment & Recreation retirement plans → · Plans in Pennsylvania →

The Phillies 401(k) Incentive Savings Plan in the asset neighbourhood

Ipsoft Incorporated 401(k) PlanIpsoft Incorporated 401(k) P…$60MIpsoft Incorporated 401(k) PlanIpsoft Incorporated 401(k) P…$60MSatcom Direct, Inc. 401(k) Profit Sharing Plan and TrustSatcom Direct, Inc. 401(k) P…$60MThornton Employee Savings (401(k)) PlanThornton Employee Savings (4…$60MThe Phillies 401(k) Incentive Savings PlanThe Phillies 401(k) Incentiv…$60M
End-of-year total assets ($M) among The Phillies 401(k) Incentive Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$72M
Net Assets (End of Year)$60M
Net Income-$12M
Employer EIN232186951
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Phillies)

Sponsor-wide plan assets over time

All The Phillies plans reported in each filing year

Latest sponsor-wide plan assets
$230M 23.769145890870913% vs 2022
2024 filing year
$180M$200M$220M$240M 202220232024 $185M $230M ▲ +23.8%
Year Plans Participants Total Assets
2022 2 750 $185M
2023 2 854 $210M
2024 2 910 $230M

Nearby 401(k) Plans in Pennsylvania

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

The Phillies 401(k) Incentive Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants The Phillies 401(k) Incentive Savings Plan, Total assets ($B): 0.060044586 · Participants: 323The Phillies 401(k) Incentive Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
The Phillies 401(k) Incentive Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare The Phillies 401(k) Incentive Savings Plan side-by-side with 3 peers →

The Phillies 401(k) Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Thornton Employee Savings (401(k)) Plan in KY ($60M); by covered participants it is Callon Petroleum Company Employee Savings & Protection Plan in TX (323 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($60M here).

Similar participant headcount

Nearest other-state filings by covered participants (323 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 Phillies 401(k) Incentive Savings Plan assets move in 2022? ▼
The Phillies 401(k) Incentive Savings Plan declined sharply - down 16.1% during 2022, from $72M to $60M. Reported net income was -$12M.
How have The Phillies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Phillies's sponsor-wide assets grew 23.8%, from $185M to $230M.
Where does The Phillies 401(k) Incentive Savings Plan rank by assets among Form 5500 filers? ▼
The Phillies 401(k) Incentive Savings Plan ranks in the 89th 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 Phillies 401(k) Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Thornton Employee Savings (401(k)) Plan in KY ($60M, 3,166 participants).
Which 401(k) plans cover a similar participant headcount to The Phillies 401(k) Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Callon Petroleum Company Employee Savings & Protection Plan in TX (323 participants, $46M 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 232186951.

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.