401(k) · DOL Form 5500 · 2022

Phillips and Company Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
19
Participants Small participant base
61st
Percentile by assets National rank
$439,049
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Phillips and Company Advisors 401(k) Profit Sharing Plan and Trust · Sponsored by Phillips and Company Advisors, LLC · Oregon · Finance & Insurance

$8M in assets, 19 participants

Phillips and Company Advisors, LLC's Phillips and Company Advisors 401(k) Profit Sharing Plan and Trust reported $8M in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #4,130 in Finance & Insurance (9,261 peers)

Phillips and Company Advisors, LLC multi-year trail

Phillips and Company Advisors, LLC's plans moved +40.4% in assets from 2022 to 2024; this filing shows Phillips and Company Advisors 401(k) Profit Sharing Plan and Trust at $8M / 19 participants.

#4,130
in Finance & Insurance (9,261 peers)
-15.4%
assets change YoY

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 and Company Advisors 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Phillips and Company Advisors 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$8,341,936 Top 39% higher than 61% 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 and Company Advisors 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phillips and Company Advisors 401(k) Profit Sharing Plan and Trust is a small filing (19 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 453709458 · Phillips and Company Advisors, LLC PY 2022 · 401(k)

Phillips and Company Advisors 401(k) Profit Sharing Plan and Trust · $8M · 19 · 61st

  • VS-ST $8M
  • VS-ST 19
  • VS-ST 61st
  • VS-ST 401(k)
  • VS-ST near R F Fager Company 401(k) Profit Sharing Plan and Trust
  • VS-ST ind #4130

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 Finance & Insurance retirement plans → · Plans in Oregon →

Phillips and Company Advisors 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Phillips and Company Advisors 401(k) Profit Sharing Plan and TrustPhillips and Company Advisor…$8MR F Fager Company 401(k) Profit Sharing Plan and TrustR F Fager Company 401(k) Pro…$8MInter-Rail Transport, Inc. Profit Sharing Plan & TrustInter-Rail Transport, Inc. P…$8MInterface Media Group, Inc. 401(k) PlanInterface Media Group, Inc. …$8MMud Pie, LLC 401(k) Plan$8M
End-of-year total assets ($M) among Phillips and Company Advisors 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Phillips and Company Advisors, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Phillips and Company Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 40.35975581687513% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.34M $11.7M ▲ +40.4%
Year Plans Participants Total Assets
2022 1 19 $8M
2023 1 21 $10M
2024 1 22 $12M

Phillips and Company Advisors, LLC filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN453709458
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Phillips and Company Advisors 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Phillips and Company Advisors 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.008341936 · Participants: 19Phillips and Company Advisors 401(k) Profit Sharing Plan and Trust401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
Phillips and Company Advisors 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Phillips and Company Advisors 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Phillips and Company Advisors 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is R F Fager Company 401(k) Profit Sharing Plan and Trust in PA ($8M); by covered participants it is Jch Holdings Inc. 401(k) Plan in TX (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 and Company Advisors 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Phillips and Company Advisors 401(k) Profit Sharing Plan and Trust declined sharply - down 15.4% during 2022, from $10M to $8M. Reported net income was -$2M.
How have Phillips and Company Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phillips and Company Advisors, LLC's sponsor-wide assets grew 40.4%, from $8M to $12M.
Which 401(k) plans are similar in size to Phillips and Company Advisors 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is R F Fager Company 401(k) Profit Sharing Plan and Trust in PA ($8M, 182 participants).
Which 401(k) plans cover a similar participant headcount to Phillips and Company Advisors 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Jch Holdings Inc. 401(k) Plan in TX (19 participants, $2M 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 453709458.

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.