Profit Sharing · DOL Form 5500 · 2022

Phillips Law Partners, LLP Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
8
Participants Small participant base
57th
Percentile by assets National rank
$873,135
Avg per participant High balance/head
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Official DOL plan name: Phillips Law Partners, LLP Profit Sharing Plan · Sponsored by Phillips Law Partners, LLP · California · Professional & Technical Services

$7M in assets, 8 participants

Phillips Law Partners, LLP's Phillips Law Partners, LLP Profit Sharing Plan reported $7M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #12,006 in Professional & Technical Services (21,562 peers)

Phillips Law Partners, LLP multi-year trail

Phillips Law Partners, LLP's plans moved +22.7% in assets from 2022 to 2024; this filing shows Phillips Law Partners, LLP Profit Sharing Plan at $7M / 8 participants.

#12,006
in Professional & Technical Services (21,562 peers)
-9.0%
assets change YoY

The plan reported a net loss of $693K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Phillips Law Partners, LLP Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Phillips Law Partners, LLP Profit Sharing Plan vs every filed plan by assets

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

$6,985,080 Top 43% higher than 57% 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 Law Partners, LLP Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phillips Law Partners, LLP Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

DOL schedule card

Filing strip 273707378 · Phillips Law Partners, LLP PY 2022 · Profit Sharing

Phillips Law Partners, LLP Profit Sharing Plan · $7M · 8 · 57th

  • EIN $7M
  • RANK 8
  • PHOTO 57th
  • IND Profit Sharing
  • EOY near Lexington Christian Academy, Inc. 403(b) Retirement Savings Plan
  • 5500 ind #12006

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 California →

Phillips Law Partners, LLP Profit Sharing Plan in the asset neighbourhood

Holden Forests & Gardens 403(b) Retirement PlanHolden Forests & Gardens 403…$7MPhillips Law Partners, LLP Profit Sharing PlanPhillips Law Partners, LLP P…$7MJaime J. Bravo Castro Retirement PlanJaime J. Bravo Castro Retire…$7MLexington Christian Academy, Inc. 403(b) Retirement Savings PlanLexington Christian Academy,…$7MFox Valley Pathologists Sc Profit Sharing PlanFox Valley Pathologists Sc P…$7M
End-of-year total assets ($M) among Phillips Law Partners, LLP Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Phillips Law Partners, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Phillips Law Partners, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$9M 22.739467550836924% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M$8.5M$9M 202220232024 $6.99M $8.57M ▲ +22.6%
Year Plans Participants Total Assets
2022 1 8 $7M
2023 1 7 $8M
2024 1 7 $9M

Phillips Law Partners, LLP filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$693K
Employer EIN273707378
Plan Effective Date1981-04-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Phillips Law Partners, LLP Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Phillips Law Partners, LLP Profit Sharing Plan, Total assets ($B): 0.00698508 · Participants: 8Phillips Law Partners, LLP Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Phillips Law Partners, LLP Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Phillips Law Partners, LLP Profit Sharing Plan side-by-side with 3 peers →

Phillips Law Partners, LLP Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Lexington Christian Academy, Inc. 403(b) Retirement Savings Plan in KY ($7M); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Law Partners, LLP Profit Sharing Plan assets move in 2022? ▼
Phillips Law Partners, LLP Profit Sharing Plan pulled back noticeably - down 9.0% during 2022, from $8M to $7M. Reported net income was -$693K.
How have Phillips Law Partners, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phillips Law Partners, LLP's sponsor-wide assets grew 22.7%, from $7M to $9M.
Which Profit Sharing plans are similar in size to Phillips Law Partners, LLP Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Lexington Christian Academy, Inc. 403(b) Retirement Savings Plan in KY ($7M, 287 participants).
Which Profit Sharing plans cover a similar participant headcount to Phillips Law Partners, LLP Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants, $327K 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 273707378.

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.