401(k) · DOL Form 5500 · 2023

Phifer Incorporated 401(k) Plan

Data updated 2026-08-11

$171M
Total assets: 1,222
Participants: 94th
Percentile by assets: $139,696
Avg per participant

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.

94th percentile by assets (of 127,072 plans)
#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.

$171M
total plan assets (2023 EOY): 1,222
covered participants: 94th
percentile by assets (of 127,072 plans): $139,696
avg assets per participant

Where Phifer Retirement and 401(k) Savings Plan sits 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

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 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 →

State

Alabama

Industry

Manufacturing

Participants vs Alabama filers

In Alabama, the average filing covers about 360 participants across 1,591 plans. Phifer Retirement and 401(k) Savings Plan reports 1,222 participants - 3.4x that state average ($171M EOY assets).

Alabama filing particulars

Total Assets (Beginning of Year)	$158M
Net Assets (End of Year)	$171M
Net Income	$13M
Employer EIN	630441784
Plan Effective Date	1990-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Phifer Incorporated)

Total plan assets by year, all Phifer Incorporated plans on file

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

Regions Financial Corporation 401(k) Plan $2.9B · 20,733
Encompass Health Corporation 401(k) Retirement Plan $1.5B · 24,565
Hexagon Employee Retirement Savings Plan $1.5B · 4,618
Vulcan 401(k) Plan $1.4B · 9,487
Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.1B · N/A

Compare Phifer Retirement and 401(k) Savings Pla… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Phifer Retirement and 401(k) Savings Plan by total assets, not by location.

Accuray Incorporated 401(k) Plan (CA) $171M · 618
Phillips Lytle LLP Retirement Plan (NY) $171M · 259
Secura Employees' Salary Savings Plan (WI) $171M · 1,063
Guidehouse Digital LLC 401(k) Savings Plan (VA) $171M · 1,705

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).

Next read for Phifer Retirement and 401(k) Savings Pla…

Filing takeaways

Ways to act on Phifer Retirement and 401(k) Savings Plan's numbers.

By total assets, Phifer Retirement and 401(k) Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Alabama. Compare plans
Phifer Incorporated's sponsor-wide assets have grown 16.3% since 2022 across 3 plan years on file. More Manufacturing plans

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.