401(k) · DOL Form 5500 · 2023
Phelps, Jenkins, Gibson & Fowler LLP 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 17
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $654,252
- Avg per participant High balance/head
Official DOL plan name: Phelps, Jenkins, Gibson and Fowler 401(k) Profit Sharing Plan · Sponsored by Phelps, Jenkins, Gibson & Fowler LLP · Alabama · Professional & Technical Services
$11M in assets, 17 participants
Phelps, Jenkins, Gibson & Fowler LLP's Phelps, Jenkins, Gibson and Fowler 401(k) Profit Sharing Plan reported $11M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.
- #12,139 in Professional & Technical Services (20,321 peers)
2023 asset change
Phelps, Jenkins, Gibson and Fowler 401(k) Profit Sharing Plan grew sharply 21.3% in 2023 ($9M → $11M) for 17 participants.
- #12,139
- in Professional & Technical Services (20,321 peers)
- +21.3%
- assets growth YoY
Phelps, Jenkins, Gibson and Fowler 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Phelps, Jenkins, Gibson and Fowler 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,122,292 Top 39% higher than 61% 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
Phelps, Jenkins, Gibson and Fowler 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phelps, Jenkins, Gibson and Fowler 401(k) Profit Sharing Plan is a small filing (17 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Phelps, Jenkins, Gibson and Fowler 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Phelps, Jenkins, Gibson and Fowler 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
DOL schedule card
Filing strip 630575573 · Phelps, Jenkins, Gibson & Fowler LLP PY 2023 · 401(k)
Phelps, Jenkins, Gibson and Fowler 401(k) Profit Sharing Plan · $11M · 17 · 61st
- 5500 $11M
- ASSETS 17
- PCT 61st
- EIN 401(k)
- RANK near Sub Pop Records 401(k) Plan
- PHOTO ind #12139
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 Professional & Technical Services retirement plans → · Plans in Alabama →
Phelps, Jenkins, Gibson and Fowler 401(k) Profit Sharing Plan in the asset neighbourhood
Phelps, Jenkins, Gibson & Fowler LLP years around the 2023 move
Sponsor-wide plan assets over time
All Phelps, Jenkins, Gibson & Fowler LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 7.483292195184426% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 17 | $9M |
| 2023 | 1 | 17 | $11M |
| 2024 | 1 | 20 | $10M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 630575573 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Phelps, Jenkins, Gibson and Fowler 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Sub Pop Records 401(k) Plan in WA ($11M); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (17 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (17 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.