401(k) · DOL Form 5500 · 2023

The Phillies 401(k) Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
357
Participants Below avg headcount
89th
Percentile by assets National rank
$202,091
Avg per participant Above avg balance/head
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Official DOL plan name: The Phillies 401(k) Incentive Savings Plan · Sponsored by The Phillies · Pennsylvania · Arts, Entertainment & Recreation

$72M in assets, 357 participants

The Phillies's The Phillies 401(k) Incentive Savings Plan reported $72M in total assets and 357 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #2,776 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in Pennsylvania

The Phillies 401(k) Incentive Savings Plan covers 357 participants in Pennsylvania, about 43% of the average Pennsylvania filer (state average ~822 per filing). Assets: $72M.

#2,776
in Arts, Entertainment & Recreation (2,945 peers)
+20.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

The Phillies 401(k) Incentive Savings Plan's outsized position by total assets

The Phillies 401(k) Incentive Savings Plan vs every filed plan by assets

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

$72,146,390 Top 11% higher than 89% 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 Phillies 401(k) Incentive 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. The Phillies 401(k) Incentive Savings Plan sits mid-pack in the medium band (357 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Phillies 401(k) Incentive Savings Plan reported net income rose from -$12M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • The Phillies 401(k) Incentive Savings Plan end-of-year assets rose from $60M in the plan year 2022 filing to $72M in the plan year 2023 filing.
  • The Phillies 401(k) Incentive Savings Plan reported participants rose from 323 in the plan year 2022 filing to 357 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 232186951 · The Phillies PY 2023 · 401(k)

The Phillies 401(k) Incentive Savings Plan · $72M · 357 · 89th

  • EBSA $72M
  • EBSA 357
  • EBSA 89th
  • EBSA 401(k)
  • EBSA near Royal Realty Corporation Employees 401(k) Plan
  • EBSA ind #2776

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 Pennsylvania →

The Phillies 401(k) Incentive Savings Plan in the asset neighbourhood

American Software, Inc. 401(k)/Profit Sharing PlanAmerican Software, Inc. 401(…$72MIrving USA Employees 401(k) PlanIrving USA Employees 401(k) …$72MSun Communities, Inc. 401(k) PlanSun Communities, Inc. 401(k)…$72MThe Phillies 401(k) Incentive Savings PlanThe Phillies 401(k) Incentiv…$72MRoyal Realty Corporation Employees 401(k) PlanRoyal Realty Corporation Emp…$72M
End-of-year total assets ($M) among The Phillies 401(k) Incentive Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$72M
Net Income$12M
Employer EIN232186951
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Phillies)

Sponsor-wide plan assets over time

All The Phillies plans reported in each filing year

Latest sponsor-wide plan assets
$230M 23.769145890870913% vs 2022
2024 filing year
$180M$200M$220M$240M 202220232024 $185M $230M ▲ +23.8%
Year Plans Participants Total Assets
2022 2 750 $185M
2023 2 854 $210M
2024 2 910 $230M

Nearby 401(k) Plans in Pennsylvania

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

The Phillies 401(k) Incentive Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants The Phillies 401(k) Incentive Savings Plan, Total assets ($B): 0.07214639 · Participants: 357The Phillies 401(k) Incentive 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
The Phillies 401(k) Incentive Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare The Phillies 401(k) Incentive Savings Plan side-by-side with 3 peers →

The Phillies 401(k) Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Royal Realty Corporation Employees 401(k) Plan in NY ($72M); by covered participants it is Nexius Solutions, Inc. 401(k) Plan in DE (357 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($72M here).

Similar participant headcount

Nearest other-state filings by covered participants (357 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 Phillies 401(k) Incentive Savings Plan assets move in 2023? ▼
The Phillies 401(k) Incentive Savings Plan grew sharply - up 20.2% during 2023, from $60M to $72M. Reported net income was $12M.
How have The Phillies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Phillies's sponsor-wide assets grew 23.8%, from $185M to $230M.
Where does The Phillies 401(k) Incentive Savings Plan rank by assets among Form 5500 filers? ▼
The Phillies 401(k) Incentive Savings Plan ranks in the 89th 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 The Phillies 401(k) Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Royal Realty Corporation Employees 401(k) Plan in NY ($72M, 363 participants).
Which 401(k) plans cover a similar participant headcount to The Phillies 401(k) Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nexius Solutions, Inc. 401(k) Plan in DE (357 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 232186951.

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.