401(k) · DOL Form 5500 · 2023

Phillips Mushroom Farms, L.P. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
490
Participants Below avg headcount
75th
Percentile by assets National rank
$45,990
Avg per participant Low balance/head
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Official DOL plan name: Phillips Mushroom Farms 401(k) Plan · Sponsored by Phillips Mushroom Farms, L.P. · Pennsylvania · Agriculture, Forestry & Fishing

$23M in assets, 490 participants

Phillips Mushroom Farms, L.P.'s Phillips Mushroom Farms 401(k) Plan reported $23M in total assets and 490 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #1,056 in Agriculture, Forestry & Fishing (1,288 peers)

Where Phillips Mushroom Farms 401(k) Plan sits by assets

Phillips Mushroom Farms 401(k) Plan sits in the top quartile of all filed plans by assets, $23M for 490 participants (~$45,990/participant), up 11.6% in 2023.

#1,056
in Agriculture, Forestry & Fishing (1,288 peers)
+11.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Phillips Mushroom Farms 401(k) Plan's outsized position by total assets

Phillips Mushroom Farms 401(k) Plan vs every filed plan by assets

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

$22,535,101 Top 25% higher than 75% 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 Mushroom Farms 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. Phillips Mushroom Farms 401(k) Plan sits mid-pack in the medium band (490 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phillips Mushroom Farms 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Phillips Mushroom Farms 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Phillips Mushroom Farms 401(k) Plan reported participants rose from 475 in the plan year 2022 filing to 490 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 231630612 · Phillips Mushroom Farms, L.P. PY 2023 · 401(k)

Phillips Mushroom Farms 401(k) Plan · $23M · 490 · 75th

  • PART $23M
  • PART 490
  • PART 75th
  • PART 401(k)
  • PART near Loc Performance Products, LLC Bargaining Unit Employees Retirement Plan
  • PART ind #1056

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Pennsylvania →

Phillips Mushroom Farms 401(k) Plan in the asset neighbourhood

Phillips Mushroom Farms 401(k) PlanPhillips Mushroom Farms 401(…$23MLoc Performance Products, LLC Bargaining Unit Employees Retirement PlanLoc Performance Products, LL…$23MWeinstein, Boldt, Halfhide & Camel Professional Corporation 401(k) Profit Sharing PlanWeinstein, Boldt, Halfhide &…$23MCvrf Retirement Plan$23MKickhaefer Manufacturing Company 401(k) PlanKickhaefer Manufacturing Com…$23M
End-of-year total assets ($M) among Phillips Mushroom Farms 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$23M
Net Income$2M
Employer EIN231630612
Plan Effective Date1968-12-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Phillips Mushroom Farms, L.P.)

Sponsor-wide plan assets over time

All Phillips Mushroom Farms, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 20.890043226430087% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $20.2M $24.4M ▲ +20.9%
Year Plans Participants Total Assets
2022 1 475 $20M
2023 1 490 $23M
2024 1 503 $24M

Nearby 401(k) Plans in Pennsylvania

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

Phillips Mushroom Farms 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Phillips Mushroom Farms 401(k) Plan, Total assets ($B): 0.022535101 · Participants: 490Phillips Mushroom Farms 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Phillips Mushroom Farms 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Phillips Mushroom Farms 401(k) Plan side-by-side with 3 peers →

Phillips Mushroom Farms 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Loc Performance Products, LLC Bargaining Unit Employees Retirement Plan in MI ($23M); by covered participants it is Metagenics LLC 401(k) Retirement Plan in CA (490 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (490 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 Mushroom Farms 401(k) Plan assets move in 2023? ▼
Phillips Mushroom Farms 401(k) Plan grew at a solid clip - up 11.6% during 2023, from $20M to $23M. Reported net income was $2M.
How have Phillips Mushroom Farms, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phillips Mushroom Farms, L.P.'s sponsor-wide assets grew 20.9%, from $20M to $24M.
Where does Phillips Mushroom Farms 401(k) Plan rank by assets among Form 5500 filers? ▼
Phillips Mushroom Farms 401(k) Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Phillips Mushroom Farms 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Loc Performance Products, LLC Bargaining Unit Employees Retirement Plan in MI ($23M, 342 participants).
Which 401(k) plans cover a similar participant headcount to Phillips Mushroom Farms 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Metagenics LLC 401(k) Retirement Plan in CA (490 participants, $50M 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 231630612.

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.