Other · DOL Form 5500 · 2023

The Phillips Collection Retirement Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
196
Participants Below avg headcount
67th
Percentile by assets National rank
$76,949
Avg per participant Below avg balance/head
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Official DOL plan name: The Phillips Collection Tax Deferred Plan · Sponsored by The Phillips Collection · District of Columbia · Arts, Entertainment & Recreation

$15M in assets, 196 participants

The Phillips Collection's The Phillips Collection Tax Deferred Plan reported $15M in total assets and 196 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #2,359 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in District of Columbia

The Phillips Collection Tax Deferred Plan covers 196 participants in District of Columbia, about 13% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $15M.

#2,359
in Arts, Entertainment & Recreation (2,945 peers)
+21.5%
assets growth YoY

The Phillips Collection Tax Deferred Plan's outsized position by total assets

The Phillips Collection Tax Deferred Plan vs every filed plan by assets

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

$15,082,047 Top 33% higher than 67% 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

The Phillips Collection Tax Deferred 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. The Phillips Collection Tax Deferred Plan sits mid-pack in the medium band (196 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Phillips Collection Tax Deferred Plan reported net income rose from -$6M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Phillips Collection Tax Deferred Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • The Phillips Collection Tax Deferred Plan reported participants rose from 169 in the plan year 2022 filing to 196 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 530204620 · The Phillips Collection PY 2023 · Other

The Phillips Collection Tax Deferred Plan · $15M · 196 · 67th

  • EOY $15M
  • 5500 196
  • ASSETS 67th
  • PCT Other
  • EIN near Laughlin Memorial Hospital, Inc. Retirement Plan
  • RANK ind #2359

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 Arts, Entertainment & Recreation retirement plans → · Plans in District of Columbia →

The Phillips Collection Tax Deferred Plan in the asset neighbourhood

Laguna Blanca School DC Retirement PlanLaguna Blanca School DC Reti…$15MPace Center for Girls, Inc. Retirement PlanPace Center for Girls, Inc. …$15MThe Phillips Collection Tax Deferred PlanThe Phillips Collection Tax …$15MLaughlin Memorial Hospital, Inc. Retirement PlanLaughlin Memorial Hospital, …$15MAao-Hnsf 403(b) Plan$15M
End-of-year total assets ($M) among The Phillips Collection Tax Deferred Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN530204620
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Phillips Collection)

Sponsor-wide plan assets over time

All The Phillips Collection plans reported in each filing year

Latest sponsor-wide plan assets
$17M 36.446944522721864% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.4M $16.9M ▲ +36.4%
Year Plans Participants Total Assets
2022 1 169 $12M
2023 1 196 $15M
2024 1 176 $17M

Nearby Other Plans in District of Columbia

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

The Phillips Collection Tax Deferred Plan vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -10123 Total assets ($B) Participants The Phillips Collection Tax Deferred Plan, Total assets ($B): 0.015082047 · Participants: 196The Phillips Collection Tax Deferred PlanInt'l Brotherhood of Electrical Workers' Pension Benefit Fund, Total assets ($B): 2.573431912 · Participants: 431907Int'l Brotherhood of Electrical Workers' Pension Benefit FundGeorgetown University Defined Contribution Retirement Plan, Total assets ($B): 2.233326595 · Participants: 4981Georgetown University Defined Contribution Retirement PlanAmerican University Defined Contribution Retirement Plan, Total assets ($B): 1.269733433 · Participants: 2668American University Defined Contribution Retirement PlanHoward University Savings Plan, Total assets ($B): 1.110483572 · Participants: 6611Howard University Savings PlanGeorgetown University Voluntary Contribution Retirement Plan, Total assets ($B): 0.864736688 · Participants: 15030Georgetown University Voluntary Contribution Retirement Plan
The Phillips Collection Tax Deferred Plan vs. nearby Other plans in District of Columbia, assets vs. participants
Compare The Phillips Collection Tax Deferred Plan side-by-side with 3 peers →

The Phillips Collection Tax Deferred Plan's out-of-state Other peers by assets and headcount

Outside District of Columbia, the nearest Other by assets is Laughlin Memorial Hospital, Inc. Retirement Plan in TN ($15M); by covered participants it is Cumberland County Hospital 403(b) Plan in KY (196 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (196 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 The Phillips Collection Tax Deferred Plan assets move in 2023? ▼
The Phillips Collection Tax Deferred Plan grew sharply - up 21.5% during 2023, from $12M to $15M. Reported net income was $3M.
How have The Phillips Collection plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Phillips Collection's sponsor-wide assets grew 36.4%, from $12M to $17M.
Which Other plans are similar in size to The Phillips Collection Tax Deferred Plan? ▼
Among Other plans in other states, the closest by assets is Laughlin Memorial Hospital, Inc. Retirement Plan in TN ($15M, N/A participants).
Which Other plans cover a similar participant headcount to The Phillips Collection Tax Deferred Plan? ▼
Among Other plans in other states, the closest by covered participants is Cumberland County Hospital 403(b) Plan in KY (196 participants, $9M 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 530204620.

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.