401(k) · DOL Form 5500 · 2023

Phillips Adr Enterprises, P.C. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
11
Participants Small participant base
33rd
Percentile by assets National rank
$218,605
Avg per participant Above avg balance/head
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Official DOL plan name: Phillips Adr Enterprises, P.C. 401(k) Plan · Sponsored by Phillips Adr Enterprises, P.C. · California · Professional & Technical Services

$2M in assets, 11 participants

Phillips Adr Enterprises, P.C.'s Phillips Adr Enterprises, P.C. 401(k) Plan reported $2M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,894 in Professional & Technical Services (20,321 peers)

Phillips Adr Enterprises, P.C. multi-year trail

Phillips Adr Enterprises, P.C.'s plans moved +64.7% in assets from 2022 to 2024; this filing shows Phillips Adr Enterprises, P.C. 401(k) Plan at $2M / 11 participants.

#5,894
in Professional & Technical Services (20,321 peers)
+32.8%
assets growth YoY

Phillips Adr Enterprises, P.C. 401(k) Plan among the smaller filed plans by assets

Phillips Adr Enterprises, P.C. 401(k) Plan vs every filed plan by assets

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

$2,404,660 33rd percentile higher than 33% 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 Adr Enterprises, P.C. 401(k) 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 Adr Enterprises, P.C. 401(k) Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phillips Adr Enterprises, P.C. 401(k) Plan reported net income rose from -$169K in the plan year 2022 filing to $594K in the plan year 2023 filing.
  • Phillips Adr Enterprises, P.C. 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 471443680 · Phillips Adr Enterprises, P.C. PY 2023 · 401(k)

Phillips Adr Enterprises, P.C. 401(k) Plan · $2M · 11 · 33rd

  • BOOK $2M
  • VS-ST 11
  • BOY 33rd
  • SCH 401(k)
  • EBSA near R. K. Bass Electric Retirement Plan
  • PART ind #5894

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 Professional & Technical Services retirement plans → · Plans in California →

Phillips Adr Enterprises, P.C. 401(k) Plan in the asset neighbourhood

Verder Scientific, Inc. 401(k) PlanVerder Scientific, Inc. 401(…$2MG. Ray Baker Trucking, Inc. Profit Sharing PlanG. Ray Baker Trucking, Inc. …$2MPhillips Adr Enterprises, P.C. 401(k) PlanPhillips Adr Enterprises, P.…$2MR. K. Bass Electric Retirement PlanR. K. Bass Electric Retireme…$2MHendrickson & Long, PLLC 401(k) PlanHendrickson & Long, PLLC 401…$2M
End-of-year total assets ($M) among Phillips Adr Enterprises, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Phillips Adr Enterprises, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Phillips Adr Enterprises, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 64.68494220392176% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.81M $2.98M ▲ +64.6%
Year Plans Participants Total Assets
2022 1 11 $2M
2023 1 11 $2M
2024 1 12 $3M

Phillips Adr Enterprises, P.C. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$594K
Employer EIN471443680
Plan Effective Date2014-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Phillips Adr Enterprises, P.C. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Phillips Adr Enterprises, P.C. 401(k) Plan, Total assets ($B): 0.00240466 · Participants: 11Phillips Adr Enterprises, P.C. 401(k) PlanWells 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
Phillips Adr Enterprises, P.C. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Phillips Adr Enterprises, P.C. 401(k) Plan side-by-side with 3 peers →

Phillips Adr Enterprises, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is R. K. Bass Electric Retirement Plan in TX ($2M); by covered participants it is Bg Logistics, Inc. 401(k) Plan in FL (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Adr Enterprises, P.C. 401(k) Plan assets move in 2023? ▼
Phillips Adr Enterprises, P.C. 401(k) Plan surged - up 32.8% during 2023, from $2M to $2M. Reported net income was $594K.
How have Phillips Adr Enterprises, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phillips Adr Enterprises, P.C.'s sponsor-wide assets grew 64.7%, from $2M to $3M.
Which 401(k) plans are similar in size to Phillips Adr Enterprises, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is R. K. Bass Electric Retirement Plan in TX ($2M, 120 participants).
Which 401(k) plans cover a similar participant headcount to Phillips Adr Enterprises, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bg Logistics, Inc. 401(k) Plan in FL (11 participants, $3M 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 471443680.

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.