401(k) · DOL Form 5500 · 2023
The Phia Group, LLC 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 176
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $55,307
- Avg per participant Low balance/head
Official DOL plan name: The Phia Group, LLC 401(k) Plan · Sponsored by The Phia Group, LLC · Massachusetts · Professional & Technical Services
$10M in assets, 176 participants
The Phia Group, LLC's The Phia Group, LLC 401(k) Plan reported $10M in total assets and 176 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.
- #11,475 in Professional & Technical Services (20,321 peers)
Coverage in Massachusetts
The Phia Group, LLC 401(k) Plan covers 176 participants in Massachusetts, about 27% of the average Massachusetts filer (state average ~659 per filing). Assets: $10M.
- #11,475
- in Professional & Technical Services (20,321 peers)
- +40.0%
- assets growth YoY
The Phia Group, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
The Phia Group, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,734,101 Top 42% higher than 58% 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
The Phia Group, LLC 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. The Phia Group, LLC 401(k) Plan sits mid-pack in the medium band (176 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Phia Group, LLC 401(k) Plan reported net income rose from $26K in the plan year 2022 filing to $3M in the plan year 2023 filing.
- The Phia Group, LLC 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- The Phia Group, LLC 401(k) Plan reported participants fell from 180 in the plan year 2022 filing to 176 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 043504115 · The Phia Group, LLC PY 2023 · 401(k)
The Phia Group, LLC 401(k) Plan · $10M · 176 · 58th
- EIN $10M
- EIN 176
- EIN 58th
- EIN 401(k)
- EIN near Southern Aluminum Finishing Co. 401(k) Profit Sharing Plan
- EIN ind #11475
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 Massachusetts →
The Phia Group, LLC 401(k) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $3M |
| Employer EIN | 043504115 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Phia Group, LLC)
Sponsor-wide plan assets over time
All The Phia Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 81.71974631295672% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 180 | $7M |
| 2023 | 1 | 176 | $10M |
| 2024 | 1 | 195 | $13M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
The Phia Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Southern Aluminum Finishing Co. 401(k) Profit Sharing Plan in GA ($10M); by covered participants it is Red Nucleus Solutions 401(k) Retirement Plan in PA (176 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Southern Aluminum Finishing Co. 401(k) Profit Sharing Plan (GA) $10M · 186
- Borderland Construction Co., Inc. 401(k) Plan (AZ) $10M · 373
- Cme Corp. Employee Stock Ownership Plan (RI) $10M · 274
- Liberty Safe 401(k) Plan (UT) $10M · 280
Similar participant headcount
Nearest other-state filings by covered participants (176 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.