401(k) · DOL Form 5500 · 2023
Phillips Corporation 401(k) Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 259
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $117,414
- Avg per participant Below avg balance/head
Official DOL plan name: The Phillips Corporation Retirement Plan · Sponsored by Phillips Corporation · Maryland · Professional & Technical Services
$30M in assets, 259 participants
Phillips Corporation's The Phillips Corporation Retirement Plan reported $30M in total assets and 259 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.
- #16,247 in Professional & Technical Services (20,321 peers)
Coverage in Maryland
The Phillips Corporation Retirement Plan covers 259 participants in Maryland, about 28% of the average Maryland filer (state average ~929 per filing). Assets: $30M.
- #16,247
- in Professional & Technical Services (20,321 peers)
- +17.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
The Phillips Corporation Retirement Plan's outsized position by total assets
The Phillips Corporation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$30,410,317 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
The Phillips Corporation 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. The Phillips Corporation Retirement Plan sits mid-pack in the medium band (259 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Phillips Corporation Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- The Phillips Corporation Retirement Plan end-of-year assets rose from $26M in the plan year 2022 filing to $30M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 520736062 · Phillips Corporation PY 2023 · 401(k)
The Phillips Corporation Retirement Plan · $30M · 259 · 79th
- EOY $30M
- 5500 259
- ASSETS 79th
- PCT 401(k)
- EIN near Kenyon Companies 401(k) Plan
- RANK ind #16247
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 Maryland →
The Phillips Corporation Retirement Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $4M |
| Employer EIN | 520736062 |
| Plan Effective Date | 1987-04-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Phillips Corporation)
Sponsor-wide plan assets over time
All Phillips Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 41.47721535394766% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 260 | $26M |
| 2023 | 1 | 259 | $30M |
| 2024 | 1 | 301 | $37M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $47.3B · 91,511
- Marriott Retirement Savings Plan $10.2B · 96,415
- T. Rowe Price U.S. Retirement Program $4.4B · 6,292
- Nfl Player Second Career Savings Plan $4.0B · 2,767
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $2.2B · 80,121
The Phillips Corporation Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Kenyon Companies 401(k) Plan in AZ ($30M); by covered participants it is The Don Hummer Trucking Corporation 401(k) Retirement Plan in IA (259 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
- Kenyon Companies 401(k) Plan (AZ) $30M · 1,652
- Homeserve USA 401(k) Plan for Union Employees (CT) $30M · 377
- University Neurosurgical Associates, P. C. 401(k) Plan (MI) $30M · 164
- Employee Owned Holdings, Inc. 401(k) Ps Plan (TX) $30M · 309
Similar participant headcount
Nearest other-state filings by covered participants (259 participants); asset peers above are excluded.
- The Don Hummer Trucking Corporation 401(k) Retirement Plan (IA) 259 · 0 off
- Sunrise Carpentry, Inc. Retirement Plan (NV) 259 · 0 off
- Belong Home, Inc. 401(k) Plan (FL) 259 · 0 off
- Constructors, Inc. 401(k) Plan (NE) 259 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.