401(k) · DOL Form 5500 · 2023

Phipps Houses 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
451
Participants Below avg headcount
76th
Percentile by assets National rank
$54,698
Avg per participant Low balance/head
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Official DOL plan name: Phipps Houses & Affiliates 401(k) Plan · Sponsored by Phipps Houses · New York · Real Estate

$25M in assets, 451 participants

Phipps Houses's Phipps Houses & Affiliates 401(k) Plan reported $25M in total assets and 451 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,218 in Real Estate (4,727 peers)

Where Phipps Houses & Affiliates 401(k) Plan sits by assets

Phipps Houses & Affiliates 401(k) Plan sits in the top quartile of all filed plans by assets, $25M for 451 participants (~$54,698/participant), up 25.0% in 2023.

#4,218
in Real Estate (4,727 peers)
+25.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Phipps Houses & Affiliates 401(k) Plan's outsized position by total assets

Phipps Houses & Affiliates 401(k) Plan vs every filed plan by assets

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

$24,668,754 Top 24% higher than 76% 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

Phipps Houses & Affiliates 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. Phipps Houses & Affiliates 401(k) Plan sits mid-pack in the medium band (451 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phipps Houses & Affiliates 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Phipps Houses & Affiliates 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Phipps Houses & Affiliates 401(k) Plan reported participants rose from 407 in the plan year 2022 filing to 451 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 111187480 · Phipps Houses PY 2023 · 401(k)

Phipps Houses & Affiliates 401(k) Plan · $25M · 451 · 76th

  • PHOTO $25M
  • PHOTO 451
  • PHOTO 76th
  • PHOTO 401(k)
  • PHOTO near Santa Clara County Federal Credit Union 401(k) Plan
  • PHOTO ind #4218

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 Real Estate retirement plans → · Plans in New York →

Phipps Houses & Affiliates 401(k) Plan in the asset neighbourhood

Phipps Houses & Affiliates 401(k) PlanPhipps Houses & Affiliates 4…$25MSanta Clara County Federal Credit Union 401(k) PlanSanta Clara County Federal C…$25MCurrie/Curfin Motors 401(k) PlanCurrie/Curfin Motors 401(k) …$25MCollegenet 401(k) Profit Sharing PlanCollegenet 401(k) Profit Sha…$25MPhoenix American Incorporated 401(k) PlanPhoenix American Incorporate…$25M
End-of-year total assets ($M) among Phipps Houses & Affiliates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$25M
Net Income$5M
Employer EIN111187480
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phipps Houses)

Sponsor-wide plan assets over time

All Phipps Houses plans reported in each filing year

Latest sponsor-wide plan assets
$80M 15.124658881358794% vs 2022
2024 filing year
$65M$70M$75M$80M$85M 202220232024 $69.8M $80.3M ▲ +15.1%
Year Plans Participants Total Assets
2022 2 541 $70M
2023 2 582 $76M
2024 2 562 $80M

Nearby 401(k) Plans in New York

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

Phipps Houses & Affiliates 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Phipps Houses & Affiliates 401(k) Plan, Total assets ($B): 0.024668754 · Participants: 451Phipps Houses & Affiliates 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Phipps Houses & Affiliates 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Phipps Houses & Affiliates 401(k) Plan side-by-side with 3 peers →

Phipps Houses & Affiliates 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Santa Clara County Federal Credit Union 401(k) Plan in CA ($25M); by covered participants it is Phoenix 401(k) Plan in TX (451 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (451 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 Phipps Houses & Affiliates 401(k) Plan assets move in 2023? ▼
Phipps Houses & Affiliates 401(k) Plan grew sharply - up 25.0% during 2023, from $20M to $25M. Reported net income was $5M.
How have Phipps Houses plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phipps Houses's sponsor-wide assets grew 15.1%, from $70M to $80M.
Where does Phipps Houses & Affiliates 401(k) Plan rank by assets among Form 5500 filers? ▼
Phipps Houses & Affiliates 401(k) Plan ranks in the 76th 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 Phipps Houses & Affiliates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Santa Clara County Federal Credit Union 401(k) Plan in CA ($25M, 134 participants).
Which 401(k) plans cover a similar participant headcount to Phipps Houses & Affiliates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Phoenix 401(k) Plan in TX (451 participants, $14M 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 111187480.

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.