401(k) · DOL Form 5500 · 2023

Phillips Nizer LLP 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
96
Participants Small participant base
69th
Percentile by assets National rank
$175,279
Avg per participant Above avg balance/head
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Official DOL plan name: Phillips Nizer LLP 401(k) Savings Plan · Sponsored by Phillips Nizer LLP · New York · Professional & Technical Services

$17M in assets, 96 participants

Phillips Nizer LLP's Phillips Nizer LLP 401(k) Savings Plan reported $17M in total assets and 96 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.

  • #13,984 in Professional & Technical Services (20,321 peers)

Phillips Nizer LLP multi-year trail

Phillips Nizer LLP's plans moved +24.1% in assets from 2022 to 2024; this filing shows Phillips Nizer LLP 401(k) Savings Plan at $17M / 96 participants.

#13,984
in Professional & Technical Services (20,321 peers)
+14.7%
assets growth YoY

Phillips Nizer LLP 401(k) Savings Plan's outsized position by total assets

Phillips Nizer LLP 401(k) Savings Plan vs every filed plan by assets

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

$16,826,798 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

Phillips Nizer LLP 401(k) Savings 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 Nizer LLP 401(k) Savings Plan is a small filing (96 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phillips Nizer LLP 401(k) Savings Plan reported net income rose from -$6M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Phillips Nizer LLP 401(k) Savings Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Phillips Nizer LLP 401(k) Savings Plan reported participants fell from 97 in the plan year 2022 filing to 96 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 131167100 · Phillips Nizer LLP PY 2023 · 401(k)

Phillips Nizer LLP 401(k) Savings Plan · $17M · 96 · 69th

  • VS-ST $17M
  • BOY 96
  • SCH 69th
  • EBSA 401(k)
  • PART near Cbc U 401(k) Plan
  • TYPE ind #13984

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 New York →

Phillips Nizer LLP 401(k) Savings Plan in the asset neighbourhood

Phillips Nizer LLP 401(k) Savings PlanPhillips Nizer LLP 401(k) Sa…$17MCbc U 401(k) Plan$17MInternational Contractors, Inc. 401(k) Plan and TrustInternational Contractors, I…$17MThe Lead Group of Companies 401(k) PlanThe Lead Group of Companies …$17MPacific Dealership Group Retirement PlanPacific Dealership Group Ret…$17M
End-of-year total assets ($M) among Phillips Nizer LLP 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Phillips Nizer LLP multi-year asset trail

Sponsor-wide plan assets over time

All Phillips Nizer LLP plans reported in each filing year

Latest sponsor-wide plan assets
$18M 24.053266037784343% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $14.7M $18.2M ▲ +24.1%
Year Plans Participants Total Assets
2022 1 97 $15M
2023 1 96 $17M
2024 1 86 $18M

Phillips Nizer LLP filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN131167100
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Phillips Nizer LLP 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Phillips Nizer LLP 401(k) Savings Plan, Total assets ($B): 0.016826798 · Participants: 96Phillips Nizer LLP 401(k) Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Phillips Nizer LLP 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Phillips Nizer LLP 401(k) Savings Plan side-by-side with 3 peers →

Phillips Nizer LLP 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Cbc U 401(k) Plan in WI ($17M); by covered participants it is Knowledge Link Inc. 401(k) Plan in VA (96 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (96 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 Nizer LLP 401(k) Savings Plan assets move in 2023? ▼
Phillips Nizer LLP 401(k) Savings Plan grew at a solid clip - up 14.7% during 2023, from $15M to $17M. Reported net income was $2M.
How have Phillips Nizer LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phillips Nizer LLP's sponsor-wide assets grew 24.1%, from $15M to $18M.
Which 401(k) plans are similar in size to Phillips Nizer LLP 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cbc U 401(k) Plan in WI ($17M, 727 participants).
Which 401(k) plans cover a similar participant headcount to Phillips Nizer LLP 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Knowledge Link Inc. 401(k) Plan in VA (96 participants, $11M 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 131167100.

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.