401(k) · DOL Form 5500 · 2023

Phifer Incorporated 401(k) Plan

Data updated 2026-08-25

$171M
Total assets Near avg plan size
1,222
Participants Near avg headcount
94th
Percentile by assets National rank
$139,696
Avg per participant Near avg balance/head
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Official DOL plan name: Phifer Retirement and 401(k) Savings Plan · Sponsored by Phifer Incorporated · Alabama · Manufacturing

$171M in assets, 1,222 participants

Phifer Incorporated's Phifer Retirement and 401(k) Savings Plan reported $171M in total assets and 1,222 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #17,028 in Manufacturing (18,722 peers)

Coverage in Alabama

Phifer Retirement and 401(k) Savings Plan covers 1,222 participants in Alabama, 3.4x the typical Alabama plan (state average ~360 per filing). Assets: $171M.

#17,028
in Manufacturing (18,722 peers)
+7.9%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Phifer Retirement and 401(k) Savings Plan's outsized position by total assets

Phifer Retirement and 401(k) Savings Plan vs every filed plan by assets

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

$170,708,068 Top 6% higher than 94% 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

Phifer Retirement and 401(k) Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phifer Retirement and 401(k) Savings Plan lands in the large band (1,222 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phifer Retirement and 401(k) Savings Plan reported net income rose from -$31M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Phifer Retirement and 401(k) Savings Plan end-of-year assets rose from $158M in the plan year 2022 filing to $171M in the plan year 2023 filing.
  • Phifer Retirement and 401(k) Savings Plan reported participants rose from 1,204 in the plan year 2022 filing to 1,222 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 630441784 · Phifer Incorporated PY 2023 · 401(k)

Phifer Retirement and 401(k) Savings Plan · $171M · 1,222 · 94th

  • IND $171M
  • IND 1,222
  • IND 94th
  • IND 401(k)
  • IND near Accuray Incorporated 401(k) Plan
  • IND ind #17028

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 Manufacturing retirement plans → · Plans in Alabama →

Phifer Retirement and 401(k) Savings Plan in the asset neighbourhood

Guidehouse Digital LLC 401(k) Savings PlanGuidehouse Digital LLC 401(k…$171MSecura Employees' Salary Savings PlanSecura Employees' Salary Sav…$171MPhifer Retirement and 401(k) Savings PlanPhifer Retirement and 401(k)…$171MAccuray Incorporated 401(k) PlanAccuray Incorporated 401(k) …$171MPhillips Lytle LLP Retirement PlanPhillips Lytle LLP Retiremen…$171M
End-of-year total assets ($M) among Phifer Retirement and 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$158M
Net Assets (End of Year)$171M
Net Income$13M
Employer EIN630441784
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phifer Incorporated)

Sponsor-wide plan assets over time

All Phifer Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$184M 16.302191601183587% vs 2022
2024 filing year
$150M$160M$170M$180M$190M 202220232024 $158M $184M ▲ +16.3%
Year Plans Participants Total Assets
2022 1 1,204 $158M
2023 1 1,222 $171M
2024 1 1,153 $184M

Nearby 401(k) Plans in Alabama

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

Phifer Retirement and 401(k) Savings Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 0123 Total assets ($B) Participants Phifer Retirement and 401(k) Savings Plan, Total assets ($B): 0.170708068 · Participants: 1222Phifer Retirement and 401(k) Savings PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Phifer Retirement and 401(k) Savings Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Phifer Retirement and 401(k) Savings Plan side-by-side with 3 peers →

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

Outside Alabama, the nearest 401(k) by assets is Accuray Incorporated 401(k) Plan in CA ($171M); by covered participants it is Dohrn Transfer Company 401(k) Profit Sharing Plan in IL (1,222 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($171M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,222 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 Phifer Retirement and 401(k) Savings Plan assets move in 2023? ▼
Phifer Retirement and 401(k) Savings Plan grew at a solid clip - up 7.9% during 2023, from $158M to $171M. Reported net income was $13M.
How have Phifer Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phifer Incorporated's sponsor-wide assets grew 16.3%, from $158M to $184M.
Where does Phifer Retirement and 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Phifer Retirement and 401(k) Savings Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Phifer Retirement and 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Accuray Incorporated 401(k) Plan in CA ($171M, 618 participants).
Which 401(k) plans cover a similar participant headcount to Phifer Retirement and 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dohrn Transfer Company 401(k) Profit Sharing Plan in IL (1,222 participants, $28M 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 630441784.

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.