Profit Sharing · DOL Form 5500 · 2023

Phillips Law Partners, LLP Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
7
Participants Small participant base
53rd
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Phillips Law Partners, LLP Profit Sharing Plan · Sponsored by Phillips Law Partners, LLP · California · Professional & Technical Services

$8M in assets, 7 participants

Phillips Law Partners, LLP's Phillips Law Partners, LLP Profit Sharing Plan reported $8M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #10,443 in Professional & Technical Services (20,321 peers)

Phillips Law Partners, LLP multi-year trail

Phillips Law Partners, LLP's plans moved +22.7% in assets from 2022 to 2024; this filing shows Phillips Law Partners, LLP Profit Sharing Plan at $8M / 7 participants.

#10,443
in Professional & Technical Services (20,321 peers)
+10.1%
assets growth YoY

Phillips Law Partners, LLP Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Phillips Law Partners, LLP Profit Sharing Plan vs every filed plan by assets

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

$7,692,681 Top 47% higher than 53% 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 Law Partners, LLP Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phillips Law Partners, LLP Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phillips Law Partners, LLP Profit Sharing Plan reported net income rose from -$693K in the plan year 2022 filing to $708K in the plan year 2023 filing.
  • Phillips Law Partners, LLP Profit Sharing Plan reported participants fell from 8 in the plan year 2022 filing to 7 in the plan year 2023 filing.
  • Phillips Law Partners, LLP Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 273707378 · Phillips Law Partners, LLP PY 2023 · Profit Sharing

Phillips Law Partners, LLP Profit Sharing Plan · $8M · 7 · 53rd

  • PCT $8M
  • PCT 7
  • PCT 53rd
  • PCT Profit Sharing
  • PCT near Emergycare Retirement Plan
  • PCT ind #10443

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 →

Phillips Law Partners, LLP Profit Sharing Plan in the asset neighbourhood

403(b) Thrift Plan of Youngstown Area Jewish Federation403(b) Thrift Plan of Youngs…$8MGrand Rapids Christian Schools 403(b) Tax Sheltered Annuity PlanGrand Rapids Christian Schoo…$8MPhillips Law Partners, LLP Profit Sharing PlanPhillips Law Partners, LLP P…$8MEmergycare Retirement Plan$8MSeacrest Country Day School Defined Contribution Retirement PlanSeacrest Country Day School …$8M
End-of-year total assets ($M) among Phillips Law Partners, LLP Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Phillips Law Partners, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Phillips Law Partners, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$9M 22.739467550836924% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M$8.5M$9M 202220232024 $6.99M $8.57M ▲ +22.6%
Year Plans Participants Total Assets
2022 1 8 $7M
2023 1 7 $8M
2024 1 7 $9M

Phillips Law Partners, LLP filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$708K
Employer EIN273707378
Plan Effective Date1981-04-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Phillips Law Partners, LLP Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Phillips Law Partners, LLP Profit Sharing Plan, Total assets ($B): 0.007692681 · Participants: 7Phillips Law Partners, LLP Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Phillips Law Partners, LLP Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Phillips Law Partners, LLP Profit Sharing Plan side-by-side with 3 peers →

Phillips Law Partners, LLP Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Emergycare Retirement Plan in PA ($8M); by covered participants it is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Law Partners, LLP Profit Sharing Plan assets move in 2023? ▼
Phillips Law Partners, LLP Profit Sharing Plan grew at a solid clip - up 10.1% during 2023, from $7M to $8M. Reported net income was $708K.
How have Phillips Law Partners, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phillips Law Partners, LLP's sponsor-wide assets grew 22.7%, from $7M to $9M.
Which Profit Sharing plans are similar in size to Phillips Law Partners, LLP Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Emergycare Retirement Plan in PA ($8M, 231 participants).
Which Profit Sharing plans cover a similar participant headcount to Phillips Law Partners, LLP Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Lawrence P. Zamzok Profit Sharing Plan in NM (7 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 273707378.

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.