401(k) · DOL Form 5500 · 2023

Phenomebio Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets: 252
Participants Below avg headcount: 69th
Percentile by assets National rank: $66,910
Avg per participant Below avg balance/head

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Official DOL plan name: Phenomebio Inc. 401(k) Plan · Sponsored by Phenomebio Inc. · California · Professional & Technical Services

$17M in assets, 252 participants

Phenomebio Inc.'s Phenomebio Inc. 401(k) Plan reported $17M in total assets and 252 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

#13,997 in Professional & Technical Services (20,321 peers)

Coverage in California

Phenomebio Inc. 401(k) Plan covers 252 participants in California, about 40% of the average California filer (state average ~630 per filing). Assets: $17M.

#13,997
in Professional & Technical Services (20,321 peers): -5.1%
assets change YoY

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Phenomebio Inc. 401(k) Plan's outsized position by total assets

Phenomebio Inc. 401(k) Plan vs every filed plan by assets

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

$16,861,329 Top 31% higher than 69% 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

Phenomebio Inc. 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. Phenomebio Inc. 401(k) Plan sits mid-pack in the medium band (252 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Phenomebio Inc. 401(k) Plan reported net income fell from $694K in the plan year 2022 filing to -$8M in the plan year 2023 filing.
Phenomebio Inc. 401(k) Plan reported participants fell from 267 in the plan year 2022 filing to 252 in the plan year 2023 filing.
Phenomebio Inc. 401(k) Plan end-of-year assets fell from $18M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 352415390 · Phenomebio Inc. PY 2023 · 401(k)

Phenomebio Inc. 401(k) Plan · $17M · 252 · 69th

PCT $17M
PCT 252
PCT 69th
PCT 401(k)
PCT near Lcb Senior Living LLC 401(k) Profit Sharing Plan
PCT ind #13997

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 California →

End-of-year total assets ($M) among Phenomebio Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)	$18M
Net Assets (End of Year)	$17M
Net Income	-$8M
Employer EIN	352415390
Plan Effective Date	2016-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Phenomebio Inc.)

Latest sponsor-wide plan assets: N/A; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	267	$18M
2023	1	252	$17M
2024	1	274	N/A

Nearby 401(k) Plans in California

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

Phenomebio Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Phenomebio Inc. 401(k) Plan side-by-side with 3 peers →

Phenomebio Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Lcb Senior Living LLC 401(k) Profit Sharing Plan in MA ($17M); by covered participants it is Tonoga, Inc. Profit Sharing/401(k) Plan in NY (252 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Lcb Senior Living LLC 401(k) Profit Sharing Plan (MA) $17M · 1,934
Acieta Retirement Plan (WI) $17M · 103
Incom, Inc. Profit Sharing & Retirement Savings Plan (MA) $17M · 173
Exb Solutions Inc 401(k) Profit Sharing Plan (MN) $17M · 169

Similar participant headcount

Nearest other-state filings by covered participants (252 participants); asset peers above are excluded.

Tonoga, Inc. Profit Sharing/401(k) Plan (NY) 252 · 0 off
Artesian 401(k) Retirement Plan (DE) 252 · 0 off
Sparrows Offshore, LLC 401(k) Savings Plan (TX) 252 · 0 off
Herman R Ewell Inc Profit Sharing & Savings Plan (PA) 252 · 0 off

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 Phenomebio Inc. 401(k) Plan assets move in 2023? ▼

Phenomebio Inc. 401(k) Plan pulled back noticeably - down 5.1% during 2023, from $18M to $17M. Reported net income was -$8M.

Which 401(k) plans are similar in size to Phenomebio Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Lcb Senior Living LLC 401(k) Profit Sharing Plan in MA ($17M, 1,934 participants).

Which 401(k) plans cover a similar participant headcount to Phenomebio Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Tonoga, Inc. Profit Sharing/401(k) Plan in NY (252 participants, $29M 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 352415390.