401(k) · DOL Form 5500 · 2022

Phillips Mushroom Farms, L.P. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
475
Participants Below avg headcount
77th
Percentile by assets National rank
$42,522
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Phillips Mushroom Farms 401(k) Plan · Sponsored by Phillips Mushroom Farms, L.P. · Pennsylvania · Agriculture, Forestry & Fishing

$20M in assets, 475 participants

Phillips Mushroom Farms, L.P.'s Phillips Mushroom Farms 401(k) Plan reported $20M in total assets and 475 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.

  • #1,289 in Agriculture, Forestry & Fishing (1,523 peers)

Where Phillips Mushroom Farms 401(k) Plan sits by assets

Phillips Mushroom Farms 401(k) Plan sits in the top quartile of all filed plans by assets, $20M for 475 participants (~$42,522/participant), down 9.8% in 2022.

#1,289
in Agriculture, Forestry & Fishing (1,523 peers)
-9.8%
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.

Phillips Mushroom Farms 401(k) Plan's outsized position by total assets

Phillips Mushroom Farms 401(k) Plan vs every filed plan by assets

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

$20,197,828 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

Phillips Mushroom Farms 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. Phillips Mushroom Farms 401(k) Plan sits mid-pack in the medium band (475 participants).

Form 5500 schedule snapshot

Filing strip 231630612 · Phillips Mushroom Farms, L.P. PY 2022 · 401(k)

Phillips Mushroom Farms 401(k) Plan · $20M · 475 · 77th

  • VS-ST $20M
  • VS-ST 475
  • VS-ST 77th
  • VS-ST 401(k)
  • VS-ST near Sullivan & Worcester LLP Savings and Investment Plan for Associates
  • VS-ST ind #1289

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Pennsylvania →

Phillips Mushroom Farms 401(k) Plan in the asset neighbourhood

Phillips Mushroom Farms 401(k) PlanPhillips Mushroom Farms 401(…$20MSullivan & Worcester LLP Savings and Investment Plan for AssociatesSullivan & Worcester LLP Sav…$20MMorningstar Partners, L.P. Employees' 401(k) PlanMorningstar Partners, L.P. E…$20MMaple Knoll Communities, Inc. 401(k) PlanMaple Knoll Communities, Inc…$20MFisher Companies 401(k) Profit Sharing PlanFisher Companies 401(k) Prof…$20M
End-of-year total assets ($M) among Phillips Mushroom Farms 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 EIN231630612
Plan Effective Date1968-12-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Phillips Mushroom Farms, L.P.)

Sponsor-wide plan assets over time

All Phillips Mushroom Farms, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 20.890043226430087% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $20.2M $24.4M ▲ +20.9%
Year Plans Participants Total Assets
2022 1 475 $20M
2023 1 490 $23M
2024 1 503 $24M

Nearby 401(k) Plans in Pennsylvania

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

Phillips Mushroom Farms 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Phillips Mushroom Farms 401(k) Plan, Total assets ($B): 0.020197828 · Participants: 475Phillips Mushroom Farms 401(k) 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
Phillips Mushroom Farms 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Phillips Mushroom Farms 401(k) Plan side-by-side with 3 peers →

Phillips Mushroom Farms 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Sullivan & Worcester LLP Savings and Investment Plan for Associates in MA ($20M); by covered participants it is Genisys Credit Union 401(k) Plan in MI (475 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (475 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 Mushroom Farms 401(k) Plan assets move in 2022? ▼
Phillips Mushroom Farms 401(k) Plan pulled back noticeably - down 9.8% during 2022, from $22M to $20M. Reported net income was -$2M.
How have Phillips Mushroom Farms, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phillips Mushroom Farms, L.P.'s sponsor-wide assets grew 20.9%, from $20M to $24M.
Where does Phillips Mushroom Farms 401(k) Plan rank by assets among Form 5500 filers? ▼
Phillips Mushroom Farms 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 Phillips Mushroom Farms 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sullivan & Worcester LLP Savings and Investment Plan for Associates in MA ($20M, 63 participants).
Which 401(k) plans cover a similar participant headcount to Phillips Mushroom Farms 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Genisys Credit Union 401(k) Plan in MI (475 participants, $52M 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 231630612.

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.