401(k) · DOL Form 5500 · 2023

Gerald H. Phipps, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
212
Participants Below avg headcount
69th
Percentile by assets National rank
$79,174
Avg per participant Below avg balance/head
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Official DOL plan name: Gerald H. Phipps, Inc. Employee's 401(k) Plan · Sponsored by Gerald H. Phipps, Inc. · Colorado · Construction

$17M in assets, 212 participants

Gerald H. Phipps, Inc.'s Gerald H. Phipps, Inc. Employee's 401(k) Plan reported $17M in total assets and 212 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #6,142 in Construction (9,030 peers)

Gerald H. Phipps, Inc. multi-year trail

Gerald H. Phipps, Inc.'s plans moved +23.4% in assets from 2022 to 2024; this filing shows Gerald H. Phipps, Inc. Employee's 401(k) Plan at $17M / 212 participants.

#6,142
in Construction (9,030 peers)
+15.0%
assets growth YoY

Gerald H. Phipps, Inc. Employee's 401(k) Plan's outsized position by total assets

Gerald H. Phipps, Inc. Employee's 401(k) Plan vs every filed plan by assets

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

$16,784,857 Top 31% higher than 69% 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

Gerald H. Phipps, Inc. Employee's 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gerald H. Phipps, Inc. Employee's 401(k) Plan sits mid-pack in the medium band (212 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gerald H. Phipps, Inc. Employee's 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Gerald H. Phipps, Inc. Employee's 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Gerald H. Phipps, Inc. Employee's 401(k) Plan reported participants rose from 193 in the plan year 2022 filing to 212 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 840423359 · Gerald H. Phipps, Inc. PY 2023 · 401(k)

Gerald H. Phipps, Inc. Employee's 401(k) Plan · $17M · 212 · 69th

  • BOOK $17M
  • VS-ST 212
  • BOY 69th
  • SCH 401(k)
  • EBSA near Liberty Lift Solutions, LLC 401(k) Plan
  • PART ind #6142

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 Construction retirement plans → · Plans in Colorado →

Gerald H. Phipps, Inc. Employee's 401(k) Plan in the asset neighbourhood

Roadbuilders Machinery and Supply Co Inc 401(k) Profit Sharing PlanRoadbuilders Machinery and S…$17MGerald H. Phipps, Inc. Employee's 401(k) PlanGerald H. Phipps, Inc. Emplo…$17MLiberty Lift Solutions, LLC 401(k) PlanLiberty Lift Solutions, LLC …$17MStrategic Decisions Group International, LLC Profit Sharing Retirement Trust & 401(k) PlanStrategic Decisions Group In…$17MMarion Body Works, Inc. Savings PlanMarion Body Works, Inc. Savi…$17M
End-of-year total assets ($M) among Gerald H. Phipps, Inc. Employee's 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Gerald H. Phipps, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Gerald H. Phipps, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$78M 23.38228808089116% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $62.9M $77.6M ▲ +23.4%
Year Plans Participants Total Assets
2022 2 401 $63M
2023 2 431 $72M
2024 2 448 $78M

Gerald H. Phipps, Inc. filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN840423359
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Gerald H. Phipps, Inc. Employee's 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Gerald H. Phipps, Inc. Employee's 401(k) Plan, Total assets ($B): 0.016784857 · Participants: 212Gerald H. Phipps, Inc. Employee's 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Gerald H. Phipps, Inc. Employee's 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Gerald H. Phipps, Inc. Employee's 401(k) Plan side-by-side with 3 peers →

Gerald H. Phipps, Inc. Employee's 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Liberty Lift Solutions, LLC 401(k) Plan in TX ($17M); by covered participants it is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (212 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (212 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 Gerald H. Phipps, Inc. Employee's 401(k) Plan assets move in 2023? ▼
Gerald H. Phipps, Inc. Employee's 401(k) Plan grew at a solid clip - up 15.0% during 2023, from $15M to $17M. Reported net income was $2M.
How have Gerald H. Phipps, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gerald H. Phipps, Inc.'s sponsor-wide assets grew 23.4%, from $63M to $78M.
Which 401(k) plans are similar in size to Gerald H. Phipps, Inc. Employee's 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Liberty Lift Solutions, LLC 401(k) Plan in TX ($17M, 464 participants).
Which 401(k) plans cover a similar participant headcount to Gerald H. Phipps, Inc. Employee's 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (212 participants, $5M 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 840423359.

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.