401(k) · DOL Form 5500 · 2022

Phipps Houses 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
407
Participants Below avg headcount
77th
Percentile by assets National rank
$48,471
Avg per participant Low balance/head
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Official DOL plan name: Phipps Houses & Affiliates 401(k) Plan · Sponsored by Phipps Houses · New York · Real Estate

$20M in assets, 407 participants

Phipps Houses's Phipps Houses & Affiliates 401(k) Plan reported $20M in total assets and 407 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #4,515 in Real Estate (5,057 peers)

Where Phipps Houses & Affiliates 401(k) Plan sits by assets

Phipps Houses & Affiliates 401(k) Plan sits in the top quartile of all filed plans by assets, $20M for 407 participants (~$48,471/participant), down 8.8% in 2022.

#4,515
in Real Estate (5,057 peers)
-8.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Phipps Houses & Affiliates 401(k) Plan's outsized position by total assets

Phipps Houses & Affiliates 401(k) Plan vs every filed plan by assets

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

$19,727,627 Top 23% higher than 77% 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

Phipps Houses & Affiliates 401(k) 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. Phipps Houses & Affiliates 401(k) Plan sits mid-pack in the medium band (407 participants).

DOL schedule card

Filing strip 111187480 · Phipps Houses PY 2022 · 401(k)

Phipps Houses & Affiliates 401(k) Plan · $20M · 407 · 77th

  • TYPE $20M
  • NET 407
  • BOOK 77th
  • VS-ST 401(k)
  • BOY near Rubberlite, Inc. 401(k)Profit Sharing Retirement Plan
  • SCH ind #4515

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 New York →

Phipps Houses & Affiliates 401(k) Plan in the asset neighbourhood

Phipps Houses & Affiliates 401(k) PlanPhipps Houses & Affiliates 4…$20MRubberlite, Inc. 401(k)Profit Sharing Retirement PlanRubberlite, Inc. 401(k)Profi…$20MMorgan Corp 401(k) Profit Sharing PlanMorgan Corp 401(k) Profit Sh…$20MC.L. Thomas, Inc. 401(k) Profit Sharing PlanC.L. Thomas, Inc. 401(k) Pro…$20MWatersaver Salaried Employees Individual Account PlanWatersaver Salaried Employee…$20M
End-of-year total assets ($M) among Phipps Houses & Affiliates 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)$22M
Net Assets (End of Year)$20M
Net Income-$2M
Employer EIN111187480
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phipps Houses)

Sponsor-wide plan assets over time

All Phipps Houses plans reported in each filing year

Latest sponsor-wide plan assets
$80M 15.124658881358794% vs 2022
2024 filing year
$65M$70M$75M$80M$85M 202220232024 $69.8M $80.3M ▲ +15.1%
Year Plans Participants Total Assets
2022 2 541 $70M
2023 2 582 $76M
2024 2 562 $80M

Nearby 401(k) Plans in New York

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

Phipps Houses & Affiliates 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Phipps Houses & Affiliates 401(k) Plan, Total assets ($B): 0.019727627 · Participants: 407Phipps Houses & Affiliates 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Phipps Houses & Affiliates 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Phipps Houses & Affiliates 401(k) Plan side-by-side with 3 peers →

Phipps Houses & Affiliates 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Rubberlite, Inc. 401(k)Profit Sharing Retirement Plan in WV ($20M); by covered participants it is Dura Automotive Systems 401(k) Retirement Plan in MI (407 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (407 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 Phipps Houses & Affiliates 401(k) Plan assets move in 2022? ▼
Phipps Houses & Affiliates 401(k) Plan pulled back noticeably - down 8.8% during 2022, from $22M to $20M. Reported net income was -$2M.
How have Phipps Houses plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phipps Houses's sponsor-wide assets grew 15.1%, from $70M to $80M.
Where does Phipps Houses & Affiliates 401(k) Plan rank by assets among Form 5500 filers? ▼
Phipps Houses & Affiliates 401(k) Plan ranks in the 77th 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 Phipps Houses & Affiliates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rubberlite, Inc. 401(k)Profit Sharing Retirement Plan in WV ($20M, 155 participants).
Which 401(k) plans cover a similar participant headcount to Phipps Houses & Affiliates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dura Automotive Systems 401(k) Retirement Plan in MI (407 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 111187480.

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.