401(k) · DOL Form 5500 · 2023

Phf Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$683K
Total assets Small plan by assets
5
Participants Small participant base
20th
Percentile by assets National rank
$136,614
Avg per participant Near avg balance/head
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Official DOL plan name: Phf Holdings, Inc. 401(k) Plan · Sponsored by Phf Holdings, Inc. · North Carolina · Transportation & Warehousing

$683K in assets, 5 participants

Phf Holdings, Inc.'s Phf Holdings, Inc. 401(k) Plan reported $683K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #708 in Transportation & Warehousing (3,362 peers)

Phf Holdings, Inc. multi-year trail

Phf Holdings, Inc.'s plans moved -32.0% in assets from 2022 to 2024; this filing shows Phf Holdings, Inc. 401(k) Plan at $683K / 5 participants.

#708
in Transportation & Warehousing (3,362 peers)
-6.2%
assets change YoY

The plan reported a net loss of $45K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Phf Holdings, Inc. 401(k) Plan among the smaller filed plans by assets

Phf Holdings, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$683,071 20th percentile higher than 20% of 127,068 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 2023

Phf Holdings, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phf Holdings, Inc. 401(k) Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phf Holdings, Inc. 401(k) Plan reported net income fell from $508K in the plan year 2022 filing to -$45K in the plan year 2023 filing.
  • Phf Holdings, Inc. 401(k) Plan reported participants fell from 7 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • Phf Holdings, Inc. 401(k) Plan end-of-year assets fell from $729K in the plan year 2022 filing to $683K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 833381572 · Phf Holdings, Inc. PY 2023 · 401(k)

Phf Holdings, Inc. 401(k) Plan · $683K · 5 · 20th

  • EOY $683K
  • EOY 5
  • EOY 20th
  • EOY 401(k)
  • EOY near Vista, Inc. 401(k) Plan
  • EOY ind #708

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 Transportation & Warehousing retirement plans → · Plans in North Carolina →

Phf Holdings, Inc. 401(k) Plan in the asset neighbourhood

Phf Holdings, Inc. 401(k) PlanPhf Holdings, Inc. 401(k) Pl…$683KVista, Inc. 401(k) Plan$683KThe Gavigan Group, Inc. 401(k) Plan/TrustThe Gavigan Group, Inc. 401(…$683KE. and F. Financial Services, Inc.E. and F. Financial Services…$683KPinnacle Pets Play and Stay 401(k)Pinnacle Pets Play and Stay …$683K
End-of-year total assets ($M) among Phf Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Phf Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Phf Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$495K 32.03440920433862% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M$0.8M 202220232024 $0.73M $0.5M ▼ -31.5%
Year Plans Participants Total Assets
2022 1 7 $729K
2023 1 5 $683K
2024 1 7 $495K

Phf Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)$729K
Net Assets (End of Year)$683K
Net Income-$45K
Employer EIN833381572
Plan Effective Date2019-01-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Phf Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Phf Holdings, Inc. 401(k) Plan, Total assets ($B): 0.000683071 · Participants: 5Phf Holdings, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Phf Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Phf Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Phf Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Vista, Inc. 401(k) Plan in MD ($683K); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($683K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Phf Holdings, Inc. 401(k) Plan assets move in 2023? ▼
Phf Holdings, Inc. 401(k) Plan pulled back noticeably - down 6.2% during 2023, from $729K to $683K. Reported net income was -$45K.
How have Phf Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phf Holdings, Inc.'s sponsor-wide assets declined 32.0%, from $729K to $495K.
Where does Phf Holdings, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Phf Holdings, Inc. 401(k) Plan ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Phf Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vista, Inc. 401(k) Plan in MD ($683K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Phf Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 833381572.

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.