401(k) · DOL Form 5500 · 2023
Royce Phillips Investments, Inc. 401(k) Plan
Data updated 2026-08-25
- $491K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $490,900
- Avg per participant High balance/head
Official DOL plan name: Royce Phillips Investments, Inc. 401(k) Profit Sharing Plan · Sponsored by Royce Phillips Investments, Inc. · Texas · Finance & Insurance
$491K in assets, 1 participants
Royce Phillips Investments, Inc.'s Royce Phillips Investments, Inc. 401(k) Profit Sharing Plan reported $491K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 18th 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.
- #962 in Finance & Insurance (8,869 peers)
2023 asset change
Royce Phillips Investments, Inc. 401(k) Profit Sharing Plan pulled back noticeably 10.3% in 2023 ($548K → $491K) for 1 participant.
- #962
- in Finance & Insurance (8,869 peers)
- -10.3%
- assets change YoY
The plan reported a net loss of $57K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Royce Phillips Investments, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Royce Phillips Investments, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$490,900 18th percentile higher than 18% 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
Royce Phillips Investments, Inc. 401(k) Profit Sharing 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. Royce Phillips Investments, Inc. 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Royce Phillips Investments, Inc. 401(k) Profit Sharing Plan reported net income rose from -$77K in the plan year 2022 filing to -$57K in the plan year 2023 filing.
- Royce Phillips Investments, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $548K in the plan year 2022 filing to $491K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 814884747 · Royce Phillips Investments, Inc. PY 2023 · 401(k)
Royce Phillips Investments, Inc. 401(k) Profit Sharing Plan · $491K · 1 · 18th
- TYPE $491K
- NET 1
- BOOK 18th
- VS-ST 401(k)
- BOY near Cit Enterprises, Inc. 401(k) Plan
- SCH ind #962
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 Finance & Insurance retirement plans → · Plans in Texas →
Royce Phillips Investments, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Royce Phillips Investments, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Royce Phillips Investments, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $502K 8.340365219741884% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $548K |
| 2023 | 1 | 1 | $491K |
| 2024 | 1 | 1 | $502K |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $548K |
|---|---|
| Net Assets (End of Year) | $491K |
| Net Income | -$57K |
| Employer EIN | 814884747 |
| Plan Effective Date | 2017-01-10 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Royce Phillips Investments, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Cit Enterprises, Inc. 401(k) Plan in VA ($491K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($491K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.