401(k) · DOL Form 5500 · 2023
Phillips and Company Advisors, LLC 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 21
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $474,422
- Avg per participant High balance/head
Official DOL plan name: Phillips and Company Advisors 401(k) Profit Sharing Plan and Trust · Sponsored by Phillips and Company Advisors, LLC · Oregon · Finance & Insurance
$10M in assets, 21 participants
Phillips and Company Advisors, LLC's Phillips and Company Advisors 401(k) Profit Sharing Plan and Trust reported $10M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.
- #3,837 in Finance & Insurance (8,869 peers)
Phillips and Company Advisors, LLC multi-year trail
Phillips and Company Advisors, LLC's plans moved +40.4% in assets from 2022 to 2024; this filing shows Phillips and Company Advisors 401(k) Profit Sharing Plan and Trust at $10M / 21 participants.
- #3,837
- in Finance & Insurance (8,869 peers)
- +19.4%
- assets growth YoY
Phillips and Company Advisors 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers
Phillips and Company Advisors 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,962,863 Top 41% higher than 59% 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 and Company Advisors 401(k) Profit Sharing Plan and Trust 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 and Company Advisors 401(k) Profit Sharing Plan and Trust is a small filing (21 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Phillips and Company Advisors 401(k) Profit Sharing Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Phillips and Company Advisors 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Phillips and Company Advisors 401(k) Profit Sharing Plan and Trust reported participants rose from 19 in the plan year 2022 filing to 21 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 453709458 · Phillips and Company Advisors, LLC PY 2023 · 401(k)
Phillips and Company Advisors 401(k) Profit Sharing Plan and Trust · $10M · 21 · 59th
- PHOTO $10M
- IND 21
- EOY 59th
- 5500 401(k)
- ASSETS near Whatever It Takes Transmisson 401(k) Profit Sharing Plan & Trust
- PCT ind #3837
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 Finance & Insurance retirement plans → · Plans in Oregon →
Phillips and Company Advisors 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Phillips and Company Advisors, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Phillips and Company Advisors, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 40.35975581687513% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19 | $8M |
| 2023 | 1 | 21 | $10M |
| 2024 | 1 | 22 | $12M |
Phillips and Company Advisors, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 453709458 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
- Xpo Logistics Retirement Savings Plan $1.8B · 6,189
- Pacificorp K Plus Employee Savings Plan $1.6B · 4,968
Phillips and Company Advisors 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Whatever It Takes Transmisson 401(k) Profit Sharing Plan & Trust in KY ($10M); by covered participants it is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (21 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.