401(k) · DOL Form 5500 · 2023

Phase II Products, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
24
Participants Small participant base
65th
Percentile by assets National rank
$552,834
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Phase II Products, Inc. Employee Savings Plan & Trust · Sponsored by Phase II Products, Inc. · California · Wholesale Trade

$13M in assets, 24 participants

Phase II Products, Inc.'s Phase II Products, Inc. Employee Savings Plan & Trust reported $13M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #3,670 in Wholesale Trade (6,309 peers)

Phase II Products, Inc. multi-year trail

Phase II Products, Inc.'s plans moved +51.0% in assets from 2022 to 2024; this filing shows Phase II Products, Inc. Employee Savings Plan & Trust at $13M / 24 participants.

#3,670
in Wholesale Trade (6,309 peers)
+25.7%
assets growth YoY

Phase II Products, Inc. Employee Savings Plan & Trust's mid-pack asset rank among Wholesale Trade and all filers

Phase II Products, Inc. Employee Savings Plan & Trust vs every filed plan by assets

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

$13,268,012 Top 35% higher than 65% 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

Phase II Products, Inc. Employee Savings Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phase II Products, Inc. Employee Savings Plan & Trust is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phase II Products, Inc. Employee Savings Plan & Trust reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Phase II Products, Inc. Employee Savings Plan & Trust end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 330884850 · Phase II Products, Inc. PY 2023 · 401(k)

Phase II Products, Inc. Employee Savings Plan & Trust · $13M · 24 · 65th

  • IND $13M
  • EOY 24
  • 5500 65th
  • ASSETS 401(k)
  • PCT near Niksun, Inc. 401(k) Plan
  • EIN ind #3670

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 Wholesale Trade retirement plans → · Plans in California →

Phase II Products, Inc. Employee Savings Plan & Trust in the asset neighbourhood

Phase II Products, Inc. Employee Savings Plan & TrustPhase II Products, Inc. Empl…$13MNiksun, Inc. 401(k) Plan$13MThe Adcom Group, Inc 401(k) PlanThe Adcom Group, Inc 401(k) …$13MHussmann Corporation Employee Savings Plan for United Steelworkers of America, Local 9014 EmployeesHussmann Corporation Employe…$13MKrish Actuarial, Inc. 401(k) PlanKrish Actuarial, Inc. 401(k)…$13M
End-of-year total assets ($M) among Phase II Products, Inc. Employee Savings Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Phase II Products, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Phase II Products, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 51.00050166698179% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $10.6M $15.9M ▲ +50.9%
Year Plans Participants Total Assets
2022 1 24 $11M
2023 1 24 $13M
2024 1 24 $16M

Phase II Products, Inc. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN330884850
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Phase II Products, Inc. Employee Savings Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Phase II Products, Inc. Employee Savings Plan & Trust, Total assets ($B): 0.013268012 · Participants: 24Phase II Products, Inc. Employee Savings Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Phase II Products, Inc. Employee Savings Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Phase II Products, Inc. Employee Savings Plan & Trust side-by-side with 3 peers →

Phase II Products, Inc. Employee Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Niksun, Inc. 401(k) Plan in NJ ($13M); by covered participants it is Hopereid, Inc. Retirement Plan in PA (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Phase II Products, Inc. Employee Savings Plan & Trust assets move in 2023? ▼
Phase II Products, Inc. Employee Savings Plan & Trust grew sharply - up 25.7% during 2023, from $11M to $13M. Reported net income was $3M.
How have Phase II Products, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phase II Products, Inc.'s sponsor-wide assets grew 51.0%, from $11M to $16M.
Which 401(k) plans are similar in size to Phase II Products, Inc. Employee Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Niksun, Inc. 401(k) Plan in NJ ($13M, 84 participants).
Which 401(k) plans cover a similar participant headcount to Phase II Products, Inc. Employee Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Hopereid, Inc. Retirement Plan in PA (24 participants, $433K 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 330884850.

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.