401(k) · DOL Form 5500 · 2023
Phillips Lytle LLP 401(k) Plan
Data updated 2026-08-11
- $171M
- Total assets
- 259
- Participants
- 94th
- Percentile by assets
- $659,052
- Avg per participant
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.
- 94th percentile by assets (of 127,072 plans)
- #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.
- $171M
- total plan assets (2023 EOY)
- 259
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $659,052
- avg assets per participant
Where Phillips Lytle LLP Retirement Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Phillips Lytle LLP Retirement Plan reports 259 participants - about 32% of that state average ($171M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $163M |
|---|---|
| Net Assets (End of Year) | $171M |
| Net Income | $7M |
| Employer EIN | 160505790 |
| Plan Effective Date | 1968-07-11 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Phillips Lytle LLP)
| 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
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Phillips Lytle LLP Retirement Plan by total assets, not by location.
- Accuray Incorporated 401(k) Plan (CA) $171M · 618
- Phifer Retirement and 401(k) Savings Plan (AL) $171M · 1,222
- Secura Employees' Salary Savings Plan (WI) $171M · 1,063
- Guidehouse Digital LLC 401(k) Savings Plan (VA) $171M · 1,705
Frequently Asked Questions
How did Phillips Lytle LLP Retirement Plan assets move in 2023? ▼
How have Phillips Lytle LLP plan assets changed over time? ▼
Where does Phillips Lytle LLP Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Phillips Lytle LLP Retirement Plan? ▼
Next read for Phillips Lytle LLP Retirement Plan
Filing takeaways
Ways to act on Phillips Lytle LLP Retirement Plan's numbers.
- By total assets, Phillips Lytle LLP Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Phillips Lytle LLP's sponsor-wide assets have grown 10.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans