401(k) · DOL Form 5500 · 2023

Phe, Inc. 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
250
Participants Below avg headcount
83rd
Percentile by assets National rank
$154,457
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust · Sponsored by Phe, Inc. · North Carolina · Retail Trade

$39M in assets, 250 participants

Phe, Inc.'s Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust reported $39M in total assets and 250 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #7,579 in Retail Trade (8,414 peers)

Coverage in North Carolina

Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust covers 250 participants in North Carolina, about 31% of the average North Carolina filer (state average ~819 per filing). Assets: $39M.

#7,579
in Retail Trade (8,414 peers)
+11.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust's outsized position by total assets

Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust vs every filed plan by assets

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

$38,614,222 Top 17% higher than 83% 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

Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust 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. Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust sits mid-pack in the medium band (250 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust end-of-year assets rose from $35M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust reported participants fell from 259 in the plan year 2022 filing to 250 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 561335746 · Phe, Inc. PY 2023 · 401(k)

Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust · $39M · 250 · 83rd

  • PHOTO $39M
  • IND 250
  • EOY 83rd
  • 5500 401(k)
  • ASSETS near Great Point Partners LLC Incentive Savings Trust
  • PCT ind #7579

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 Retail Trade retirement plans → · Plans in North Carolina →

Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust in the asset neighbourhood

Beta Group Inc. 401(k) Profit Sharing Plan & TrustBeta Group Inc. 401(k) Profi…$39MPhe, Inc. Employees 401(k) and Profit Sharing Plan and TrustPhe, Inc. Employees 401(k) a…$39MGreat Point Partners LLC Incentive Savings TrustGreat Point Partners LLC Inc…$39MCampbell Transportation Company, Inc. Retirement PlanCampbell Transportation Comp…$39MBone & Joint Clinic, S.C. 401(k) PlanBone & Joint Clinic, S.C. 40…$39M
End-of-year total assets ($M) among Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$39M
Net Income$4M
Employer EIN561335746
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phe, Inc.)

Sponsor-wide plan assets over time

All Phe, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 13.913713023992615% vs 2022
2024 filing year
$34M$36M$38M$40M 202220232024 $34.6M $39.4M ▲ +13.9%
Year Plans Participants Total Assets
2022 1 259 $35M
2023 1 250 $39M
2024 1 256 $39M

Nearby 401(k) Plans in North Carolina

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

Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust, Total assets ($B): 0.038614222 · Participants: 250Phe, Inc. Employees 401(k) and Profit Sharing Plan and TrustThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust side-by-side with 3 peers →

Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Great Point Partners LLC Incentive Savings Trust in CT ($39M); by covered participants it is Big League Dreams 401(k) Plan in CA (250 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (250 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 Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust assets move in 2023? ▼
Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust grew at a solid clip - up 11.6% during 2023, from $35M to $39M. Reported net income was $4M.
How have Phe, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phe, Inc.'s sponsor-wide assets grew 13.9%, from $35M to $39M.
Where does Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Great Point Partners LLC Incentive Savings Trust in CT ($39M, 28 participants).
Which 401(k) plans cover a similar participant headcount to Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Big League Dreams 401(k) Plan in CA (250 participants, $1M 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 561335746.

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.