401(k) · DOL Form 5500 · 2023

Phd Holding Inc 401(k) Plan

Data updated 2026-08-25

$101
Total assets Small plan by assets: 2
Participants Small participant base: 0th
Percentile by assets National rank: $51
Avg per participant Low balance/head

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Official DOL plan name: Phd Holding Inc 401(k) Plan · Sponsored by Phd Holding Inc · Pennsylvania · Real Estate

$101 in assets, 2 participants

Phd Holding Inc's Phd Holding Inc 401(k) Plan reported $101 in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 0th 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.

#18 in Real Estate (4,727 peers)

What the 2023 filing shows

Phd Holding Inc 401(k) Plan holds $101 for 2 participants - about $51 per participant, among the smaller plans by assets on file.

#18
in Real Estate (4,727 peers): +0.0%
assets growth YoY

Phd Holding Inc 401(k) Plan among the smaller filed plans by assets

Phd Holding Inc 401(k) Plan vs every filed plan by assets

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

$101 0th percentile higher than 0% 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

Phd Holding 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. Phd Holding Inc 401(k) Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

DOL schedule card

Filing strip 260686261 · Phd Holding Inc PY 2023 · 401(k)

Phd Holding Inc 401(k) Plan · $101 · 2 · 0th

TYPE $101
NET 2
BOOK 0th
VS-ST 401(k)
BOY near Bendixen Holdings Inc. 401(k) Profit Sharing Plan
SCH ind #18

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 Real Estate retirement plans → · Plans in Pennsylvania →

End-of-year total assets ($M) among Phd Holding Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$101
Net Assets (End of Year)	$101
Employer EIN	260686261
Plan Effective Date	2007-07-27
Filing Status	FILING RECEIVED

Sponsor Plan History (Phd Holding Inc)

Latest sponsor-wide plan assets: $101 0% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$101
2023	1	2	$101
2024	1	2	$101

Nearby 401(k) Plans in Pennsylvania

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

Phd Holding Inc 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
Cigna 401(k) Plan $13.0B · 66,760
The Vanguard Retirement and Savings Plan $9.8B · 18,200
The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184

Compare Phd Holding Inc 401(k) Plan side-by-side with 3 peers →

Phd Holding Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Bendixen Holdings Inc. 401(k) Profit Sharing Plan in NJ ($101); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($101 here).

Bendixen Holdings Inc. 401(k) Profit Sharing Plan (NJ) $101 · 2
Shields Family Investments Inc. 401(k) Profit Sharing Plan (TX) $101 · 2
Docworking Inc. 401(k) Plan (MA) $101 · 2
Chk Capital Inc. 401(k) Profit Sharing Plan (KY) $101 · 3

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Gillian Corporation 401(k) Plan (CO) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off

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 Phd Holding Inc 401(k) Plan assets move in 2023? ▼

Phd Holding Inc 401(k) Plan held essentially flat - up 0.0% during 2023, from $101 to $101.

How have Phd Holding Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Phd Holding Inc's sponsor-wide assets grew 0.0%, from $101 to $101.

Where does Phd Holding Inc 401(k) Plan rank by assets among Form 5500 filers? ▼

Phd Holding Inc 401(k) Plan ranks in the 0th 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 Phd Holding Inc 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Bendixen Holdings Inc. 401(k) Profit Sharing Plan in NJ ($101, 2 participants).

Which 401(k) plans cover a similar participant headcount to Phd Holding Inc 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A 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 260686261.