ESOP · DOL Form 5500 · 2023

PHI ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
20
Participants Small participant base
34th
Percentile by assets National rank
$136,514
Avg per participant Near avg balance/head
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Official DOL plan name: Phi Employee Stock Ownership Plan · Sponsored by PHI · California · Manufacturing

$3M in assets, 20 participants

PHI's Phi Employee Stock Ownership Plan reported $3M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #3,385 in Manufacturing (18,722 peers)

PHI multi-year trail

PHI's plans moved +73.4% in assets from 2022 to 2024; this filing shows Phi Employee Stock Ownership Plan at $3M / 20 participants.

#3,385
in Manufacturing (18,722 peers)
+17.4%
assets growth YoY

Phi Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Phi Employee Stock Ownership Plan vs every filed plan by assets

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

$2,730,270 34th percentile higher than 34% 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

Phi Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phi Employee Stock Ownership Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phi Employee Stock Ownership Plan reported net income rose from -$591K in the plan year 2022 filing to $406K in the plan year 2023 filing.
  • Phi Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Phi Employee Stock Ownership Plan reported participants rose from 14 in the plan year 2022 filing to 20 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 462383339 · PHI PY 2023 · ESOP

Phi Employee Stock Ownership Plan · $3M · 20 · 34th

  • SCH $3M
  • SCH 20
  • SCH 34th
  • SCH ESOP
  • SCH near E.S.I. Cases & Accessories, Inc. ESOP
  • SCH ind #3385

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 What is an ESOP? → · Plans in California →

Phi Employee Stock Ownership Plan in the asset neighbourhood

Phi Employee Stock Ownership PlanPhi Employee Stock Ownership…$3ME.S.I. Cases & Accessories, Inc. ESOPE.S.I. Cases & Accessories, …$3MPro-Cut Construction Services, Inc. Employee Stock Ownership PlanPro-Cut Construction Service…$3MOsb Community Bank Employee Stock Ownership PlanOsb Community Bank Employee …$3MCapital Insurance Holdings, Inc. Employee Stock Ownership PlanCapital Insurance Holdings, …$3M
End-of-year total assets ($M) among Phi Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

PHI multi-year asset trail

Sponsor-wide plan assets over time

All PHI plans reported in each filing year

Latest sponsor-wide plan assets
$3M 73.39862469137766% vs 2022
2024 filing year
$1M$2M$3M$4M$5M$6M 202220232024 $1.89M $3.27M ▲ +73.0%
Year Plans Participants Total Assets
2022 1 14 $2M
2023 2 35 $5M
2024 1 15 $3M

PHI filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$406K
Employer EIN462383339
Plan Effective Date2014-08-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Phi Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Phi Employee Stock Ownership Plan, Total assets ($B): 0.00273027 · Participants: 20Phi Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Phi Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Phi Employee Stock Ownership Plan side-by-side with 3 peers →

Phi Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is E.S.I. Cases & Accessories, Inc. ESOP in NY ($3M); by covered participants it is Shawver Well Company Employee Stock Ownership Plan in IA (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Phi Employee Stock Ownership Plan assets move in 2023? ▼
Phi Employee Stock Ownership Plan grew sharply - up 17.4% during 2023, from $2M to $3M. Reported net income was $406K.
How have PHI plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), PHI's sponsor-wide assets grew 73.4%, from $2M to $3M.
Which ESOP plans are similar in size to Phi Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is E.S.I. Cases & Accessories, Inc. ESOP in NY ($3M, 17 participants).
Which ESOP plans cover a similar participant headcount to Phi Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Shawver Well Company Employee Stock Ownership Plan in IA (20 participants, $5M 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 462383339.

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.