401(k) · DOL Form 5500 · 2023
Provizer & Phillips, P.C. 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $151,819
- Avg per participant Above avg balance/head
Official DOL plan name: Provizer & Phillips 401(k) Plan · Sponsored by Provizer & Phillips, P.C. · Michigan · Professional & Technical Services
$1M in assets, 7 participants
Provizer & Phillips, P.C.'s Provizer & Phillips 401(k) Plan reported $1M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.
- #3,951 in Professional & Technical Services (20,321 peers)
2023 asset change
Provizer & Phillips 401(k) Plan grew sharply 25.5% in 2023 ($847K → $1M) for 7 participants.
- #3,951
- in Professional & Technical Services (20,321 peers)
- +25.5%
- assets growth YoY
Provizer & Phillips 401(k) Plan among the smaller filed plans by assets
Provizer & Phillips 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,062,733 24th percentile higher than 24% 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
Provizer & Phillips 401(k) Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Provizer & Phillips 401(k) Plan is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Provizer & Phillips 401(k) Plan reported net income rose from -$231K in the plan year 2022 filing to $216K in the plan year 2023 filing.
- Provizer & Phillips 401(k) Plan end-of-year assets rose from $847K in the plan year 2022 filing to $1M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 381869413 · Provizer & Phillips, P.C. PY 2023 · 401(k)
Provizer & Phillips 401(k) Plan · $1M · 7 · 24th
- SCH $1M
- SCH 7
- SCH 24th
- SCH 401(k)
- SCH near Wade's Wave Inc 401(k) Plan
- SCH ind #3951
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 Michigan →
Provizer & Phillips 401(k) Plan in the asset neighbourhood
Provizer & Phillips, P.C. years around the 2023 move
Sponsor-wide plan assets over time
All Provizer & Phillips, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $858K 1.351809240235982% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $847K |
| 2023 | 1 | 7 | $1M |
| 2024 | 1 | 6 | $858K |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $847K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $216K |
| Employer EIN | 381869413 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Provizer & Phillips 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Wade's Wave Inc 401(k) Plan in IL ($1M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
- Wade's Wave Inc 401(k) Plan (IL) $1M · 21
- Holden International 401(k) Plan (IL) $1M · 4
- Tadje Orthopaedics LLC 401(k) Plan (ID) $1M · 5
- Credit Saint, LLC 401(k) Plan (NJ) $1M · 157
Similar participant headcount
Nearest other-state filings by covered participants (7 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.