401(k) · DOL Form 5500 · 2022
Phil 413, Inc. 401(k) Plan
Data updated 2026-08-25
- $108K
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 7th
- Percentile by assets National rank
- $13,498
- Avg per participant Low balance/head
Official DOL plan name: Phil 413, Inc. 401(k) Plan · Sponsored by Phil 413, Inc. · Indiana · Educational Services
$108K in assets, 8 participants
Phil 413, Inc.'s Phil 413, Inc. 401(k) Plan reported $108K in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 7th 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.
- #216 in Educational Services (4,024 peers)
Phil 413, Inc. multi-year trail
Phil 413, Inc.'s plans moved -46.1% in assets from 2022 to 2024; this filing shows Phil 413, Inc. 401(k) Plan at $108K / 8 participants.
- #216
- in Educational Services (4,024 peers)
- +48.5%
- assets growth YoY
Phil 413, Inc. 401(k) Plan among the smaller filed plans by assets
Phil 413, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$107,982 7th percentile higher than 7% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Phil 413, Inc. 401(k) 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. Phil 413, Inc. 401(k) Plan is a micro filing (8 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 454047238 · Phil 413, Inc. PY 2022 · 401(k)
Phil 413, Inc. 401(k) Plan · $108K · 8 · 7th
- PART $108K
- PART 8
- PART 7th
- PART 401(k)
- PART near Racktrust Investment Group Corp. 401(k) Profit Sharing Plan
- PART ind #216
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 Educational Services retirement plans → · Plans in Indiana →
Phil 413, Inc. 401(k) Plan in the asset neighbourhood
Phil 413, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Phil 413, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $58K 46.071567483469465% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $108K |
| 2023 | 1 | 19 | $68K |
| 2024 | 1 | 19 | $58K |
Phil 413, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $73K |
|---|---|
| Net Assets (End of Year) | $108K |
| Net Income | $35K |
| Employer EIN | 454047238 |
| Plan Effective Date | 2011-12-09 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Elevance Health 401(k) Plan $9.5B · 71,898
- The Lilly Employee 401(k) Plan $8.9B · 15,607
- Cummins Retirement and Savings Plan $4.4B · 23,710
- Iu Health 401(k) Savings Plan $3.2B · 39,243
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.0B · 8,632
Phil 413, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Racktrust Investment Group Corp. 401(k) Profit Sharing Plan in TX ($108K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($108K here).
- Racktrust Investment Group Corp. 401(k) Profit Sharing Plan (TX) $108K · 12
- M Z Investment, Inc. 401(k) Plan (FL) $108K · 3
- Jackal Corp. 401(k) Plan (WI) $108K · 1
- Bhi 401(k) (OH) $108K · 1
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.