401(k) · DOL Form 5500 · 2023

Phrg Management, LLC 401(k) Plan

Data updated 2026-08-25

$120M
Total assets Near avg plan size
2,900
Participants Above avg headcount
92nd
Percentile by assets National rank
$41,539
Avg per participant Low balance/head
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Official DOL plan name: Phrg Management, LLC 401(k) Savings Plan · Sponsored by Phrg Management, LLC · Pennsylvania · Construction

$120M in assets, 2,900 participants

Phrg Management, LLC's Phrg Management, LLC 401(k) Savings Plan reported $120M in total assets and 2,900 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,202 in Construction (9,030 peers)

Coverage in Pennsylvania

Phrg Management, LLC 401(k) Savings Plan covers 2,900 participants in Pennsylvania, 3.5x the typical Pennsylvania plan (state average ~822 per filing). Assets: $120M.

#8,202
in Construction (9,030 peers)
+39.6%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Phrg Management, LLC 401(k) Savings Plan's outsized position by total assets

Phrg Management, LLC 401(k) Savings Plan vs every filed plan by assets

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

$120,462,681 Top 8% higher than 92% 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

Phrg Management, LLC 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. Phrg Management, LLC 401(k) Savings Plan lands in the large band (2,900 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phrg Management, LLC 401(k) Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Phrg Management, LLC 401(k) Savings Plan end-of-year assets rose from $86M in the plan year 2022 filing to $120M in the plan year 2023 filing.
  • Phrg Management, LLC 401(k) Savings Plan reported participants rose from 2,334 in the plan year 2022 filing to 2,900 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 853991731 · Phrg Management, LLC PY 2023 · 401(k)

Phrg Management, LLC 401(k) Savings Plan · $120M · 2,900 · 92nd

  • EIN $120M
  • EIN 2,900
  • EIN 92nd
  • EIN 401(k)
  • EIN near New-Indy Containerboard LLC - Mill Division 401(k) Retirement Savings Plan
  • EIN ind #8202

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 Construction retirement plans → · Plans in Pennsylvania →

Phrg Management, LLC 401(k) Savings Plan in the asset neighbourhood

Guardian Pharmacy Services Management, LLC 401(k) PlanGuardian Pharmacy Services M…$121MBarge Design Solutions, Inc. Employees' Profit Sharing PlanBarge Design Solutions, Inc.…$120MPhrg Management, LLC 401(k) Savings PlanPhrg Management, LLC 401(k) …$120MNew-Indy Containerboard LLC - Mill Division 401(k) Retirement Savings PlanNew-Indy Containerboard LLC …$120MAmcor 401(k) Plan for Bargaining Unit EmployeesAmcor 401(k) Plan for Bargai…$120M
End-of-year total assets ($M) among Phrg Management, LLC 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$86M
Net Assets (End of Year)$120M
Net Income$34M
Employer EIN853991731
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phrg Management, LLC)

Sponsor-wide plan assets over time

All Phrg Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$158M 82.86867694890971% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $86.3M $158M ▲ +82.9%
Year Plans Participants Total Assets
2022 1 2,334 $86M
2023 1 2,900 $120M
2024 1 3,046 $158M

Nearby 401(k) Plans in Pennsylvania

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

Phrg Management, LLC 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -505101520 Total assets ($B) Participants Phrg Management, LLC 401(k) Savings Plan, Total assets ($B): 0.120462681 · Participants: 2900Phrg Management, LLC 401(k) 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
Phrg Management, LLC 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Phrg Management, LLC 401(k) Savings Plan side-by-side with 3 peers →

Phrg Management, LLC 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is New-Indy Containerboard LLC - Mill Division 401(k) Retirement Savings Plan in CA ($120M); by covered participants it is Drg Employer 401(k) Plan in CO (2,901 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,900 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 Phrg Management, LLC 401(k) Savings Plan assets move in 2023? ▼
Phrg Management, LLC 401(k) Savings Plan surged - up 39.6% during 2023, from $86M to $120M. Reported net income was $34M.
How have Phrg Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phrg Management, LLC's sponsor-wide assets grew 82.9%, from $86M to $158M.
Where does Phrg Management, LLC 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Phrg Management, LLC 401(k) Savings Plan ranks in the 92nd 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 Phrg Management, LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is New-Indy Containerboard LLC - Mill Division 401(k) Retirement Savings Plan in CA ($120M, 747 participants).
Which 401(k) plans cover a similar participant headcount to Phrg Management, LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Drg Employer 401(k) Plan in CO (2,901 participants, $4M 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 853991731.

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.