ESOP · DOL Form 5500 · 2023
Phillips Brothers Construction, Inc. ESOP
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 56
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $194,000
- Avg per participant Above avg balance/head
Official DOL plan name: Phillips Brothers Construction Employee Stock Ownership Plan · Sponsored by Phillips Brothers Construction, Inc. · Kentucky · Construction
$11M in assets, 56 participants
Phillips Brothers Construction, Inc.'s Phillips Brothers Construction Employee Stock Ownership Plan reported $11M in total assets and 56 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- #5,302 in Construction (9,030 peers)
Phillips Brothers Construction, Inc. multi-year trail
Phillips Brothers Construction, Inc.'s plans moved +73.9% in assets from 2022 to 2024; this filing shows Phillips Brothers Construction Employee Stock Ownership Plan at $11M / 56 participants.
- #5,302
- in Construction (9,030 peers)
- +60.2%
- assets growth YoY
Phillips Brothers Construction Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers
Phillips Brothers Construction Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,864,000 Top 40% higher than 60% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Phillips Brothers Construction 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. Phillips Brothers Construction Employee Stock Ownership Plan is a small filing (56 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Phillips Brothers Construction Employee Stock Ownership Plan reported net income rose from -$7M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Phillips Brothers Construction Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Phillips Brothers Construction Employee Stock Ownership Plan reported participants rose from 55 in the plan year 2022 filing to 56 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 611436705 · Phillips Brothers Construction, Inc. PY 2023 · ESOP
Phillips Brothers Construction Employee Stock Ownership Plan · $11M · 56 · 60th
- BOY $11M
- BOY 56
- BOY 60th
- BOY ESOP
- BOY near Lc Services Employee Stock Ownership Plan
- BOY ind #5302
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 Kentucky →
Phillips Brothers Construction Employee Stock Ownership Plan in the asset neighbourhood
Phillips Brothers Construction, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Phillips Brothers Construction, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 73.93805309734513% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 55 | $7M |
| 2023 | 1 | 56 | $11M |
| 2024 | 1 | 67 | $12M |
Phillips Brothers Construction, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | -$2M |
| Net Income | $4M |
| Employer EIN | 611436705 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Kentucky
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Houchens Industries, Inc. Employee Stock Ownership Plan $2.3B · 6,764
- Stock Yards Bank & Trust Company 401(k) Employee $147M · 1,080
- Gray, Inc. Employee Stock Ownership Plan $127M · 1,362
- H & R Agri-Power Employee Stock Ownership Plan $105M · 489
- Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan $94M · 650
Phillips Brothers Construction Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Kentucky, the nearest ESOP by assets is Lc Services Employee Stock Ownership Plan in CA ($11M); by covered participants it is Created From the First National Bank Employee Stock Ownership Plan in IL (56 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (56 participants); asset peers above are excluded.
- Created From the First National Bank Employee Stock Ownership Plan (IL) 56 · 0 off
- Ramey Kemp & Associates, Inc. Employee Stock Ownership Plan (NC) 56 · 0 off
- Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust (MN) 56 · 0 off
- Quality Machining, Inc. Employee Stock Ownership Plan (WI) 56 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.