401(k) · DOL Form 5500 · 2023

Phaidon International (U.S.) Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
824
Participants Near avg headcount
47th
Percentile by assets National rank
$7,146
Avg per participant Low balance/head
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Official DOL plan name: Phaidon International 401(k) Plan · Sponsored by Phaidon International (U.S.) Inc. · New York · Administrative & Support Services

$6M in assets, 824 participants

Phaidon International (U.S.) Inc.'s Phaidon International 401(k) Plan reported $6M in total assets and 824 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #3,017 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Phaidon International 401(k) Plan ranks #3,017 of 4,372 2023 filers by assets (490% of the sector average)-$6M for 824 participants.

#3,017
in Administrative & Support Services (4,372 peers)
+79.1%
assets growth YoY

Phaidon International 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers

Phaidon International 401(k) Plan vs every filed plan by assets

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

$5,887,947 47th percentile higher than 47% 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

Phaidon International 401(k) 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. Phaidon International 401(k) Plan sits mid-pack in the medium band (824 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phaidon International 401(k) Plan reported net income rose from $867K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Phaidon International 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Phaidon International 401(k) Plan reported participants rose from 493 in the plan year 2022 filing to 824 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 990381737 · Phaidon International (U.S.) Inc. PY 2023 · 401(k)

Phaidon International 401(k) Plan · $6M · 824 · 47th

  • PCT $6M
  • PCT 824
  • PCT 47th
  • PCT 401(k)
  • PCT near Larose Industries LLC 401(k) Plan
  • PCT ind #3017

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 Administrative & Support Services retirement plans → · Plans in New York →

Phaidon International 401(k) Plan in the asset neighbourhood

Phaidon International 401(k) PlanPhaidon International 401(k)…$6MLarose Industries LLC 401(k) PlanLarose Industries LLC 401(k)…$6MIdexcel, Inc. 401(k) Profit Sharing Plan & TrustIdexcel, Inc. 401(k) Profit …$6MBall Enterprises Inc 401(k) PlanBall Enterprises Inc 401(k) …$6MQuest IRA Qualified Plan$6M
End-of-year total assets ($M) among Phaidon International 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$6M
Net Income$3M
Employer EIN990381737
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phaidon International (U.S.) Inc.)

Sponsor-wide plan assets over time

All Phaidon International (U.S.) Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 148.29736333560217% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $3.29M $8.16M ▲ +148.0%
Year Plans Participants Total Assets
2022 1 493 $3M
2023 1 824 $6M
2024 1 904 $8M

Nearby 401(k) Plans in New York

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

Phaidon International 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Phaidon International 401(k) Plan, Total assets ($B): 0.005887947 · Participants: 824Phaidon International 401(k) 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
Phaidon International 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Phaidon International 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Larose Industries LLC 401(k) Plan in NJ ($6M); by covered participants it is Allied Stone, Inc. 401(k) Plan in TX (824 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (824 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 Phaidon International 401(k) Plan assets move in 2023?
Phaidon International 401(k) Plan surged - up 79.1% during 2023, from $3M to $6M. Reported net income was $3M.
How have Phaidon International (U.S.) Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Phaidon International (U.S.) Inc.'s sponsor-wide assets grew 148.3%, from $3M to $8M.
Which 401(k) plans are similar in size to Phaidon International 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Larose Industries LLC 401(k) Plan in NJ ($6M, 164 participants).
Which 401(k) plans cover a similar participant headcount to Phaidon International 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Allied Stone, Inc. 401(k) Plan in TX (824 participants, $4M in assets).