401(k) · DOL Form 5500 · 2023

Phreesia, Inc. 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
1,080
Participants Near avg headcount
83rd
Percentile by assets National rank
$36,152
Avg per participant Low balance/head
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Official DOL plan name: Phreesia, Inc. 401(k) Plan · Sponsored by Phreesia, Inc. · North Carolina · Professional & Technical Services

$39M in assets, 1,080 participants

Phreesia, Inc.'s Phreesia, Inc. 401(k) Plan reported $39M in total assets and 1,080 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.

  • #16,965 in Professional & Technical Services (20,321 peers)

Where Phreesia, Inc. 401(k) Plan sits by assets

Phreesia, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $39M for 1,080 participants (~$36,152/participant), up 56.3% in 2023.

#16,965
in Professional & Technical Services (20,321 peers)
+56.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Phreesia, Inc. 401(k) Plan's outsized position by total assets

Phreesia, Inc. 401(k) Plan vs every filed plan by assets

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

$39,044,604 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

Phreesia, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phreesia, Inc. 401(k) Plan lands in the large band (1,080 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phreesia, Inc. 401(k) Plan reported net income rose from $4M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Phreesia, Inc. 401(k) Plan end-of-year assets rose from $25M in the plan year 2022 filing to $39M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 202275479 · Phreesia, Inc. PY 2023 · 401(k)

Phreesia, Inc. 401(k) Plan · $39M · 1,080 · 83rd

  • EOY $39M
  • EOY 1,080
  • EOY 83rd
  • EOY 401(k)
  • EOY near Barry-Wehmiller Companies' 401(k) Plan for Bargaining Unit Employees
  • EOY ind #16965

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 North Carolina →

Phreesia, Inc. 401(k) Plan in the asset neighbourhood

Loc Performance Products, LLC 401(k) PlanLoc Performance Products, LL…$39MPhreesia, Inc. 401(k) Plan$39MBarry-Wehmiller Companies' 401(k) Plan for Bargaining Unit EmployeesBarry-Wehmiller Companies' 4…$39MNellson Nutraceutical, LLC Employee SavingsNellson Nutraceutical, LLC E…$39MDarling's Et Al 401(k) Retirement Savings PlanDarling's Et Al 401(k) Retir…$39M
End-of-year total assets ($M) among Phreesia, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$39M
Net Income$14M
Employer EIN202275479
Plan Effective Date2007-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phreesia, Inc.)

Sponsor-wide plan assets over time

All Phreesia, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 99.81118862029079% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $25M $49.9M ▲ +99.8%
Year Plans Participants Total Assets
2022 1 1,088 $25M
2023 1 1,080 $39M
2024 1 959 $50M

Nearby 401(k) Plans in North Carolina

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

Phreesia, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Phreesia, Inc. 401(k) Plan, Total assets ($B): 0.039044604 · Participants: 1080Phreesia, Inc. 401(k) PlanThe 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
Phreesia, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Phreesia, Inc. 401(k) Plan side-by-side with 3 peers →

Phreesia, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Barry-Wehmiller Companies' 401(k) Plan for Bargaining Unit Employees in MO ($39M); by covered participants it is Canyon & Red Rock 401(k) Plan in UT (1,080 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,080 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 Phreesia, Inc. 401(k) Plan assets move in 2023? ▼
Phreesia, Inc. 401(k) Plan surged - up 56.3% during 2023, from $25M to $39M. Reported net income was $14M.
How have Phreesia, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phreesia, Inc.'s sponsor-wide assets grew 99.8%, from $25M to $50M.
Where does Phreesia, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Phreesia, Inc. 401(k) Plan 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 Phreesia, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Barry-Wehmiller Companies' 401(k) Plan for Bargaining Unit Employees in MO ($39M, 319 participants).
Which 401(k) plans cover a similar participant headcount to Phreesia, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Canyon & Red Rock 401(k) Plan in UT (1,080 participants, $2M 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 202275479.

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.