401(k) · DOL Form 5500 · 2023

Phillips Farms, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
181
Participants Below avg headcount
63rd
Percentile by assets National rank
$66,635
Avg per participant Below avg balance/head
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Official DOL plan name: Phillips Farms, LLC 401(k) Plan · Sponsored by Phillips Farms, LLC · California · Manufacturing

$12M in assets, 181 participants

Phillips Farms, LLC's Phillips Farms, LLC 401(k) Plan reported $12M in total assets and 181 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #9,341 in Manufacturing (18,722 peers)

Coverage in California

Phillips Farms, LLC 401(k) Plan covers 181 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $12M.

#9,341
in Manufacturing (18,722 peers)
+15.8%
assets growth YoY

Phillips Farms, LLC 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Phillips Farms, LLC 401(k) Plan vs every filed plan by assets

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

$12,060,871 Top 37% higher than 63% 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

Phillips Farms, LLC 401(k) 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. Phillips Farms, LLC 401(k) Plan sits mid-pack in the medium band (181 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phillips Farms, LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Phillips Farms, LLC 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Phillips Farms, LLC 401(k) Plan reported participants rose from 177 in the plan year 2022 filing to 181 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 680466748 · Phillips Farms, LLC PY 2023 · 401(k)

Phillips Farms, LLC 401(k) Plan · $12M · 181 · 63rd

  • PCT $12M
  • EIN 181
  • RANK 63rd
  • PHOTO 401(k)
  • IND near Watson Friendship Academy 403(b) Retirement Plan
  • EOY ind #9341

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 California →

Phillips Farms, LLC 401(k) Plan in the asset neighbourhood

Phillips Farms, LLC 401(k) PlanPhillips Farms, LLC 401(k) P…$12MWatson Friendship Academy 403(b) Retirement PlanWatson Friendship Academy 40…$12MGaylord Chemical Company, L.L.C. 401(k) PlanGaylord Chemical Company, L.…$12MNardella & Taylor Plan$12MWise Construction Corp. 401(k) PlanWise Construction Corp. 401(…$12M
End-of-year total assets ($M) among Phillips Farms, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN680466748
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phillips Farms, LLC)

Sponsor-wide plan assets over time

All Phillips Farms, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 39.60426304433254% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.4M $14.5M ▲ +39.7%
Year Plans Participants Total Assets
2022 1 177 $10M
2023 1 181 $12M
2024 1 183 $15M

Nearby 401(k) Plans in California

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

Phillips Farms, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Phillips Farms, LLC 401(k) Plan, Total assets ($B): 0.012060871 · Participants: 181Phillips Farms, LLC 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Phillips Farms, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Phillips Farms, LLC 401(k) Plan side-by-side with 3 peers →

Phillips Farms, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Watson Friendship Academy 403(b) Retirement Plan in PA ($12M); by covered participants it is Pyromation, Inc. 401(k) Plan in IN (181 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (181 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 Phillips Farms, LLC 401(k) Plan assets move in 2023? ▼
Phillips Farms, LLC 401(k) Plan grew sharply - up 15.8% during 2023, from $10M to $12M. Reported net income was $2M.
How have Phillips Farms, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phillips Farms, LLC's sponsor-wide assets grew 39.6%, from $10M to $15M.
Which 401(k) plans are similar in size to Phillips Farms, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Watson Friendship Academy 403(b) Retirement Plan in PA ($12M, 429 participants).
Which 401(k) plans cover a similar participant headcount to Phillips Farms, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pyromation, Inc. 401(k) Plan in IN (181 participants, N/A 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 680466748.

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.