401(k) · DOL Form 5500 · 2023

Phoebe-Devitt Homes 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
999
Participants Near avg headcount
82nd
Percentile by assets National rank
$35,819
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Phoebe-Devitt Homes 401(k) Retirement Savings Plan · Sponsored by Phoebe-Devitt Homes · Pennsylvania · Other Services

$36M in assets, 999 participants

Phoebe-Devitt Homes's Phoebe-Devitt Homes 401(k) Retirement Savings Plan reported $36M in total assets and 999 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,163 in Other Services (7,857 peers)

Where Phoebe-Devitt Homes 401(k) Retirement Savings Plan sits by assets

Phoebe-Devitt Homes 401(k) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $36M for 999 participants (~$35,819/participant), up 15.3% in 2023.

#7,163
in Other Services (7,857 peers)
+15.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Phoebe-Devitt Homes 401(k) Retirement Savings Plan's outsized position by total assets

Phoebe-Devitt Homes 401(k) Retirement Savings Plan vs every filed plan by assets

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

$35,783,281 Top 18% higher than 82% 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

Phoebe-Devitt Homes 401(k) Retirement Savings 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. Phoebe-Devitt Homes 401(k) Retirement Savings Plan sits mid-pack in the medium band (999 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phoebe-Devitt Homes 401(k) Retirement Savings Plan reported net income rose from -$8M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Phoebe-Devitt Homes 401(k) Retirement Savings Plan end-of-year assets rose from $31M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Phoebe-Devitt Homes 401(k) Retirement Savings Plan reported participants rose from 988 in the plan year 2022 filing to 999 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 231396838 · Phoebe-Devitt Homes PY 2023 · 401(k)

Phoebe-Devitt Homes 401(k) Retirement Savings Plan · $36M · 999 · 82nd

  • NET $36M
  • BOOK 999
  • VS-ST 82nd
  • BOY 401(k)
  • SCH near Williams Tank Lines 401(k) Plan
  • EBSA ind #7163

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 Other Services retirement plans → · Plans in Pennsylvania →

Phoebe-Devitt Homes 401(k) Retirement Savings Plan in the asset neighbourhood

Ingalls Health System Smart Money Employer Contribution PlanIngalls Health System Smart …$36MPhoebe-Devitt Homes 401(k) Retirement Savings PlanPhoebe-Devitt Homes 401(k) R…$36MWilliams Tank Lines 401(k) PlanWilliams Tank Lines 401(k) P…$36MLa Semi 401(k) Plan$36MReinke Manufacturing Company, Inc. 401(k) PlanReinke Manufacturing Company…$36M
End-of-year total assets ($M) among Phoebe-Devitt Homes 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$36M
Net Income$5M
Employer EIN231396838
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phoebe-Devitt Homes)

Sponsor-wide plan assets over time

All Phoebe-Devitt Homes plans reported in each filing year

Latest sponsor-wide plan assets
$39M 4.455378959619726% vs 2022
2024 filing year
$34M$36M$38M$40M$42M 202220232024 $41.3M $39.5M ▼ -4.5%
Year Plans Participants Total Assets
2022 2 1,066 $41M
2023 2 1,077 $36M
2024 1 990 $39M

Nearby 401(k) Plans in Pennsylvania

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

Phoebe-Devitt Homes 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Phoebe-Devitt Homes 401(k) Retirement Savings Plan, Total assets ($B): 0.035783281 · Participants: 999Phoebe-Devitt Homes 401(k) Retirement Savings 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
Phoebe-Devitt Homes 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Phoebe-Devitt Homes 401(k) Retirement Savings Plan side-by-side with 3 peers →

Phoebe-Devitt Homes 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Williams Tank Lines 401(k) Plan in CA ($36M); by covered participants it is Berlin Packaging L.L.C. 401(k) Plan in IL (999 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (999 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 Phoebe-Devitt Homes 401(k) Retirement Savings Plan assets move in 2023? ▼
Phoebe-Devitt Homes 401(k) Retirement Savings Plan grew sharply - up 15.3% during 2023, from $31M to $36M. Reported net income was $5M.
How have Phoebe-Devitt Homes plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phoebe-Devitt Homes's sponsor-wide assets declined 4.5%, from $41M to $39M.
Where does Phoebe-Devitt Homes 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Phoebe-Devitt Homes 401(k) Retirement Savings Plan ranks in the 82nd 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 Phoebe-Devitt Homes 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Williams Tank Lines 401(k) Plan in CA ($36M, 312 participants).
Which 401(k) plans cover a similar participant headcount to Phoebe-Devitt Homes 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Berlin Packaging L.L.C. 401(k) Plan in IL (999 participants, $138M 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 231396838.

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.