401(k) · DOL Form 5500 · 2023

Phillips Companies 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
84
Participants Small participant base
72nd
Percentile by assets National rank
$229,035
Avg per participant Above avg balance/head
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Official DOL plan name: Phillips Companies 401(k) Profit Sharing Plan · Sponsored by Phillips Companies · Ohio · Mining & Oil Extraction

$19M in assets, 84 participants

Phillips Companies's Phillips Companies 401(k) Profit Sharing Plan reported $19M in total assets and 84 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #429 in Mining & Oil Extraction (811 peers)

Phillips Companies multi-year trail

Phillips Companies's plans moved +30.4% in assets from 2022 to 2024; this filing shows Phillips Companies 401(k) Profit Sharing Plan at $19M / 84 participants.

#429
in Mining & Oil Extraction (811 peers)
+16.0%
assets growth YoY

Phillips Companies 401(k) Profit Sharing Plan's outsized position by total assets

Phillips Companies 401(k) Profit Sharing Plan vs every filed plan by assets

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

$19,238,903 Top 28% higher than 72% 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

Phillips Companies 401(k) Profit Sharing 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 Companies 401(k) Profit Sharing Plan is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phillips Companies 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Phillips Companies 401(k) Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Phillips Companies 401(k) Profit Sharing Plan reported participants rose from 83 in the plan year 2022 filing to 84 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 320031444 · Phillips Companies PY 2023 · 401(k)

Phillips Companies 401(k) Profit Sharing Plan · $19M · 84 · 72nd

  • EOY $19M
  • 5500 84
  • ASSETS 72nd
  • PCT 401(k)
  • EIN near F&m Financial Corporation 401(k) Plan
  • RANK ind #429

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 Mining & Oil Extraction retirement plans → · Plans in Ohio →

Phillips Companies 401(k) Profit Sharing Plan in the asset neighbourhood

Phillips Companies 401(k) Profit Sharing PlanPhillips Companies 401(k) Pr…$19MF&m Financial Corporation 401(k) PlanF&m Financial Corporation 40…$19MGanz U.S.a. LLC 401(k) Plan$19MLongwood Pediatrics Profit Sharing PlanLongwood Pediatrics Profit S…$19MBtg International Inc. Profit Sharing 401(k) PlanBtg International Inc. Profi…$19M
End-of-year total assets ($M) among Phillips Companies 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Phillips Companies multi-year asset trail

Sponsor-wide plan assets over time

All Phillips Companies plans reported in each filing year

Latest sponsor-wide plan assets
$22M 30.423284761220504% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $16.6M $21.6M ▲ +30.4%
Year Plans Participants Total Assets
2022 1 83 $17M
2023 1 84 $19M
2024 1 88 $22M

Phillips Companies filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN320031444
Plan Effective Date1961-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Phillips Companies 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Phillips Companies 401(k) Profit Sharing Plan, Total assets ($B): 0.019238903 · Participants: 84Phillips Companies 401(k) Profit Sharing PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Phillips Companies 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Phillips Companies 401(k) Profit Sharing Plan side-by-side with 3 peers →

Phillips Companies 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is F&m Financial Corporation 401(k) Plan in NC ($19M); by covered participants it is Trillium US, Inc. 401(k) Profit Sharing Plan and Trust in OR (84 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (84 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 Phillips Companies 401(k) Profit Sharing Plan assets move in 2023? ▼
Phillips Companies 401(k) Profit Sharing Plan grew sharply - up 16.0% during 2023, from $17M to $19M. Reported net income was $3M.
How have Phillips Companies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phillips Companies's sponsor-wide assets grew 30.4%, from $17M to $22M.
Which 401(k) plans are similar in size to Phillips Companies 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is F&m Financial Corporation 401(k) Plan in NC ($19M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Phillips Companies 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trillium US, Inc. 401(k) Profit Sharing Plan and Trust in OR (84 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 320031444.

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.