401(k) · DOL Form 5500 · 2023

Phipps Pharmacy, Inc. 401(k) Plan

Data updated 2026-08-25

$876K
Total assets Small plan by assets
19
Participants Small participant base
23rd
Percentile by assets National rank
$46,108
Avg per participant Low balance/head
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Official DOL plan name: Phipps Pharmacy, Inc. Safe Harbor 401(k) Plan · Sponsored by Phipps Pharmacy, Inc. · Tennessee · Retail Trade

$876K in assets, 19 participants

Phipps Pharmacy, Inc.'s Phipps Pharmacy, Inc. Safe Harbor 401(k) Plan reported $876K in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #2,936 in Retail Trade (8,414 peers)

Phipps Pharmacy, Inc. multi-year trail

Phipps Pharmacy, Inc.'s plans moved +53.0% in assets from 2022 to 2024; this filing shows Phipps Pharmacy, Inc. Safe Harbor 401(k) Plan at $876K / 19 participants.

#2,936
in Retail Trade (8,414 peers)
+24.2%
assets growth YoY

Phipps Pharmacy, Inc. Safe Harbor 401(k) Plan among the smaller filed plans by assets

Phipps Pharmacy, Inc. Safe Harbor 401(k) Plan vs every filed plan by assets

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

$876,060 23rd percentile higher than 23% 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

Phipps Pharmacy, Inc. Safe Harbor 401(k) 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. Phipps Pharmacy, Inc. Safe Harbor 401(k) Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phipps Pharmacy, Inc. Safe Harbor 401(k) Plan reported net income rose from -$84K in the plan year 2022 filing to $171K in the plan year 2023 filing.
  • Phipps Pharmacy, Inc. Safe Harbor 401(k) Plan end-of-year assets rose from $705K in the plan year 2022 filing to $876K in the plan year 2023 filing.
  • Phipps Pharmacy, Inc. Safe Harbor 401(k) Plan reported participants rose from 17 in the plan year 2022 filing to 19 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 270024803 · Phipps Pharmacy, Inc. PY 2023 · 401(k)

Phipps Pharmacy, Inc. Safe Harbor 401(k) Plan · $876K · 19 · 23rd

  • BOY $876K
  • SCH 19
  • EBSA 23rd
  • PART 401(k)
  • TYPE near Arborvista Campgrounds, Inc. 401(k) Plan
  • NET ind #2936

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 Retail Trade retirement plans → · Plans in Tennessee →

Phipps Pharmacy, Inc. Safe Harbor 401(k) Plan in the asset neighbourhood

Phipps Pharmacy, Inc. Safe Harbor 401(k) PlanPhipps Pharmacy, Inc. Safe H…$876KArborvista Campgrounds, Inc. 401(k) PlanArborvista Campgrounds, Inc.…$876KReve to Realty, Inc. 401(k) Profit Sharing PlanReve to Realty, Inc. 401(k) …$876KTgm Pizza Inc Retirement Plan$876KVan Etten Contracting, LLC. 401(k) Profit Sharing Plan and TrustVan Etten Contracting, LLC. …$876K
End-of-year total assets ($M) among Phipps Pharmacy, Inc. Safe Harbor 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Phipps Pharmacy, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Phipps Pharmacy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 52.98564062869918% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M 202220232024 $0.71M $1.08M ▲ +52.1%
Year Plans Participants Total Assets
2022 1 17 $705K
2023 1 19 $876K
2024 1 19 $1M

Phipps Pharmacy, Inc. filing trail (2023)

Total Assets (Beginning of Year)$705K
Net Assets (End of Year)$876K
Net Income$171K
Employer EIN270024803
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Phipps Pharmacy, Inc. Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Phipps Pharmacy, Inc. Safe Harbor 401(k) Plan, Total assets ($B): 0.00087606 · Participants: 19Phipps Pharmacy, Inc. Safe Harbor 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Phipps Pharmacy, Inc. Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Phipps Pharmacy, Inc. Safe Harbor 401(k) Plan side-by-side with 3 peers →

Phipps Pharmacy, Inc. Safe Harbor 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Arborvista Campgrounds, Inc. 401(k) Plan in CA ($876K); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (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 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Phipps Pharmacy, Inc. Safe Harbor 401(k) Plan assets move in 2023? ▼
Phipps Pharmacy, Inc. Safe Harbor 401(k) Plan grew sharply - up 24.2% during 2023, from $705K to $876K. Reported net income was $171K.
How have Phipps Pharmacy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phipps Pharmacy, Inc.'s sponsor-wide assets grew 53.0%, from $705K to $1M.
Where does Phipps Pharmacy, Inc. Safe Harbor 401(k) Plan rank by assets among Form 5500 filers? ▼
Phipps Pharmacy, Inc. Safe Harbor 401(k) Plan ranks in the 23rd 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 Phipps Pharmacy, Inc. Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Arborvista Campgrounds, Inc. 401(k) Plan in CA ($876K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Phipps Pharmacy, Inc. Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants, $3M 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 270024803.

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.