401(k) · DOL Form 5500 · 2023
Phillips Industries, Inc. 401(k) Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 330
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $90,799
- Avg per participant Below avg balance/head
Official DOL plan name: Phillips Industries Retirement Plan · Sponsored by Phillips Industries, Inc. · California · Manufacturing
$30M in assets, 330 participants
Phillips Industries, Inc.'s Phillips Industries Retirement Plan reported $30M in total assets and 330 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #13,304 in Manufacturing (18,722 peers)
Where Phillips Industries Retirement Plan sits by assets
Phillips Industries Retirement Plan sits in the top quartile of all filed plans by assets, $30M for 330 participants (~$90,799/participant), up 17.7% in 2023.
- #13,304
- in Manufacturing (18,722 peers)
- +17.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Phillips Industries Retirement Plan's outsized position by total assets
Phillips Industries Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$29,963,700 Top 21% higher than 79% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Phillips Industries Retirement 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 Industries Retirement Plan sits mid-pack in the medium band (330 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Phillips Industries Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Phillips Industries Retirement Plan end-of-year assets rose from $25M in the plan year 2022 filing to $30M in the plan year 2023 filing.
- Phillips Industries Retirement Plan reported participants rose from 294 in the plan year 2022 filing to 330 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 952596625 · Phillips Industries, Inc. PY 2023 · 401(k)
Phillips Industries Retirement Plan · $30M · 330 · 79th
- TYPE $30M
- TYPE 330
- TYPE 79th
- TYPE 401(k)
- TYPE near Wheeling-Nippon Steel Defined Contribution Profit-Sharing Plan for Union Employees
- TYPE ind #13304
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 Manufacturing retirement plans → · Plans in California →
Phillips Industries Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $5M |
| Employer EIN | 952596625 |
| Plan Effective Date | 1967-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Phillips Industries, Inc.)
Sponsor-wide plan assets over time
All Phillips Industries, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 4.144847244434871% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 294 | $25M |
| 2023 | 1 | 330 | $30M |
| 2024 | 1 | 200 | $27M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Phillips Industries Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Wheeling-Nippon Steel Defined Contribution Profit-Sharing Plan for Union Employees in WV ($30M); by covered participants it is Hines Furlong Line 401(k) Plan in TN (330 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
- Wheeling-Nippon Steel Defined Contribution Profit-Sharing Plan for Union Employees (WV) $30M · 126
- Crafton, Tull & Associates, Inc. 401(k) Plan (AR) $30M · 296
- M. a. Mortenson Company Retirement Savings Plan and Trust for Trade Employees (MN) $30M · 1,079
- Webtpa Employer Services, LLC 401(k) Retirement Savings Plan (TX) $30M · 831
Similar participant headcount
Nearest other-state filings by covered participants (330 participants); asset peers above are excluded.
- Hines Furlong Line 401(k) Plan (TN) 330 · 0 off
- Keer America Corporation 401(k) Plan (SC) 330 · 0 off
- Discount Dumpsters, LLC 401(k) Retirement Plan (NV) 330 · 0 off
- Cadent, LLC 401(k) Plan (NY) 330 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.