401(k) · DOL Form 5500 · 2023

Phillips Lytle LLP 401(k) Plan

Data updated 2026-08-25

$171M
Total assets Near avg plan size
259
Participants Below avg headcount
94th
Percentile by assets National rank
$659,052
Avg per participant High balance/head
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Official DOL plan name: Phillips Lytle LLP Retirement Plan · Sponsored by Phillips Lytle LLP · New York · Professional & Technical Services

$171M in assets, 259 participants

Phillips Lytle LLP's Phillips Lytle LLP Retirement Plan reported $171M in total assets and 259 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #19,365 in Professional & Technical Services (20,321 peers)

Coverage in New York

Phillips Lytle LLP Retirement Plan covers 259 participants in New York, about 32% of the average New York filer (state average ~798 per filing). Assets: $171M.

#19,365
in Professional & Technical Services (20,321 peers)
+4.8%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Phillips Lytle LLP Retirement Plan's outsized position by total assets

Phillips Lytle LLP Retirement Plan vs every filed plan by assets

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

$170,694,355 Top 6% higher than 94% 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

Phillips Lytle LLP 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 Lytle LLP Retirement Plan sits mid-pack in the medium band (259 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phillips Lytle LLP Retirement Plan reported net income rose from -$45M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Phillips Lytle LLP Retirement Plan end-of-year assets rose from $163M in the plan year 2022 filing to $171M in the plan year 2023 filing.
  • Phillips Lytle LLP Retirement Plan reported participants rose from 248 in the plan year 2022 filing to 259 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 160505790 · Phillips Lytle LLP PY 2023 · 401(k)

Phillips Lytle LLP Retirement Plan · $171M · 259 · 94th

  • BOY $171M
  • SCH 259
  • EBSA 94th
  • PART 401(k)
  • TYPE near Accuray Incorporated 401(k) Plan
  • NET ind #19365

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 New York →

Phillips Lytle LLP Retirement Plan in the asset neighbourhood

Guidehouse Digital LLC 401(k) Savings PlanGuidehouse Digital LLC 401(k…$171MSecura Employees' Salary Savings PlanSecura Employees' Salary Sav…$171MAccuray Incorporated 401(k) PlanAccuray Incorporated 401(k) …$171MPhifer Retirement and 401(k) Savings PlanPhifer Retirement and 401(k)…$171MPhillips Lytle LLP Retirement PlanPhillips Lytle LLP Retiremen…$171M
End-of-year total assets ($M) among Phillips Lytle LLP Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$163M
Net Assets (End of Year)$171M
Net Income$7M
Employer EIN160505790
Plan Effective Date1968-07-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Phillips Lytle LLP)

Sponsor-wide plan assets over time

All Phillips Lytle LLP plans reported in each filing year

Latest sponsor-wide plan assets
$181M 10.897864430288182% vs 2022
2024 filing year
$160M$170M$180M$190M 202220232024 $163M $181M ▲ +10.9%
Year Plans Participants Total Assets
2022 1 248 $163M
2023 1 259 $171M
2024 1 251 $181M

Nearby 401(k) Plans in New York

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

Phillips Lytle LLP Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Phillips Lytle LLP Retirement Plan, Total assets ($B): 0.170694355 · Participants: 259Phillips Lytle LLP Retirement 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
Phillips Lytle LLP Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Phillips Lytle LLP Retirement Plan side-by-side with 3 peers →

Phillips Lytle LLP Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Accuray Incorporated 401(k) Plan in CA ($171M); 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 ($171M here).

Similar participant headcount

Nearest other-state filings by covered participants (259 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 Phillips Lytle LLP Retirement Plan assets move in 2023? ▼
Phillips Lytle LLP Retirement Plan edged up modestly - up 4.8% during 2023, from $163M to $171M. Reported net income was $7M.
How have Phillips Lytle LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phillips Lytle LLP's sponsor-wide assets grew 10.9%, from $163M to $181M.
Where does Phillips Lytle LLP Retirement Plan rank by assets among Form 5500 filers? ▼
Phillips Lytle LLP Retirement Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Phillips Lytle LLP Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Accuray Incorporated 401(k) Plan in CA ($171M, 618 participants).
Which 401(k) plans cover a similar participant headcount to Phillips Lytle LLP Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Don Hummer Trucking Corporation 401(k) Retirement Plan in IA (259 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 160505790.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.