401(k) · DOL Form 5500 · 2023

Phillips Edison & Company Ltd 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
286
Participants Below avg headcount
86th
Percentile by assets National rank
$179,358
Avg per participant Above avg balance/head
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Official DOL plan name: Phillips Edison & Co. 401(k) Savings Plan · Sponsored by Phillips Edison & Company Ltd · Ohio · Real Estate

$51M in assets, 286 participants

Phillips Edison & Company Ltd's Phillips Edison & Co. 401(k) Savings Plan reported $51M in total assets and 286 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #4,480 in Real Estate (4,727 peers)

Coverage in Ohio

Phillips Edison & Co. 401(k) Savings Plan covers 286 participants in Ohio, about 37% of the average Ohio filer (state average ~765 per filing). Assets: $51M.

#4,480
in Real Estate (4,727 peers)
+25.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Phillips Edison & Co. 401(k) Savings Plan's outsized position by total assets

Phillips Edison & Co. 401(k) Savings Plan vs every filed plan by assets

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

$51,296,349 Top 14% higher than 86% 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 Edison & Co. 401(k) Savings 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. Phillips Edison & Co. 401(k) Savings Plan sits mid-pack in the medium band (286 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phillips Edison & Co. 401(k) Savings Plan reported net income rose from -$8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Phillips Edison & Co. 401(k) Savings Plan end-of-year assets rose from $41M in the plan year 2022 filing to $51M in the plan year 2023 filing.
  • Phillips Edison & Co. 401(k) Savings Plan reported participants fell from 296 in the plan year 2022 filing to 286 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 311669229 · Phillips Edison & Company Ltd PY 2023 · 401(k)

Phillips Edison & Co. 401(k) Savings Plan · $51M · 286 · 86th

  • SCH $51M
  • EBSA 286
  • PART 86th
  • TYPE 401(k)
  • NET near Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan
  • BOOK ind #4480

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 Real Estate retirement plans → · Plans in Ohio →

Phillips Edison & Co. 401(k) Savings Plan in the asset neighbourhood

Phillips Edison & Co. 401(k) Savings PlanPhillips Edison & Co. 401(k)…$51MPrimary Care Associates of Appleton, Ltd. Employees 401(k) Savings PlanPrimary Care Associates of A…$51MCpl Employees Savings Plan$51MGreenleaf Corporation Savings and Retirement PlanGreenleaf Corporation Saving…$51MNutrien Collectively Bargained 401(k) Retirement PlanNutrien Collectively Bargain…$51M
End-of-year total assets ($M) among Phillips Edison & Co. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$51M
Net Income$10M
Employer EIN311669229
Plan Effective Date1996-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phillips Edison & Company Ltd)

Sponsor-wide plan assets over time

All Phillips Edison & Company Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$56M 37.29544049630159% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $41.1M $56.4M ▲ +37.3%
Year Plans Participants Total Assets
2022 1 296 $41M
2023 1 286 $51M
2024 1 293 $56M

Nearby 401(k) Plans in Ohio

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

Phillips Edison & Co. 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Phillips Edison & Co. 401(k) Savings Plan, Total assets ($B): 0.051296349 · Participants: 286Phillips Edison & Co. 401(k) Savings PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Phillips Edison & Co. 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Phillips Edison & Co. 401(k) Savings Plan side-by-side with 3 peers →

Phillips Edison & Co. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan in WI ($51M); by covered participants it is Northwest Community Credit Union Capital Accumulation Plan in OR (286 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (286 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 Edison & Co. 401(k) Savings Plan assets move in 2023? ▼
Phillips Edison & Co. 401(k) Savings Plan grew sharply - up 25.0% during 2023, from $41M to $51M. Reported net income was $10M.
How have Phillips Edison & Company Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phillips Edison & Company Ltd's sponsor-wide assets grew 37.3%, from $41M to $56M.
Where does Phillips Edison & Co. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Phillips Edison & Co. 401(k) Savings Plan ranks in the 86th 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 Phillips Edison & Co. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan in WI ($51M, 140 participants).
Which 401(k) plans cover a similar participant headcount to Phillips Edison & Co. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Northwest Community Credit Union Capital Accumulation Plan in OR (286 participants, N/A 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 311669229.

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.