401(k) · DOL Form 5500 · 2024

Ph Financial Services Inc 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
8
Participants Small participant base
45th
Percentile by assets National rank
$725,288
Avg per participant High balance/head
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Official DOL plan name: Ph Financial Services Inc 401(k) Profit Sharing Plan · Sponsored by Ph Financial Services Inc · California · Finance & Insurance

$6M in assets, 8 participants

Ph Financial Services Inc's Ph Financial Services Inc 401(k) Profit Sharing Plan reported $6M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,599 in Finance & Insurance (8,549 peers)

Ph Financial Services Inc multi-year trail

Ph Financial Services Inc's plans moved +27.5% in assets from 2022 to 2024; this filing shows Ph Financial Services Inc 401(k) Profit Sharing Plan at $6M / 8 participants.

#2,599
in Finance & Insurance (8,549 peers)
+19.7%
assets growth YoY

Ph Financial Services Inc 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Ph Financial Services Inc 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,802,301 45th percentile higher than 45% of 123,620 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 2024

Ph Financial Services Inc 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ph Financial Services Inc 401(k) Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ph Financial Services Inc 401(k) Profit Sharing Plan reported net income rose from $299K in the plan year 2023 filing to $953K in the plan year 2024 filing.
  • Ph Financial Services Inc 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 263932020 · Ph Financial Services Inc PY 2024 · 401(k)

Ph Financial Services Inc 401(k) Profit Sharing Plan · $6M · 8 · 45th

  • EIN $6M
  • EIN 8
  • EIN 45th
  • EIN 401(k)
  • EIN near Rod N Reel Inc. 401(k) Profit Sharing Plan
  • EIN ind #2599

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 California →

Ph Financial Services Inc 401(k) Profit Sharing Plan in the asset neighbourhood

Ph Financial Services Inc 401(k) Profit Sharing PlanPh Financial Services Inc 40…$6MRod N Reel Inc. 401(k) Profit Sharing PlanRod N Reel Inc. 401(k) Profi…$6MFrenkel Lambert Weisman & Gordon, LLP 401(k) PlanFrenkel Lambert Weisman & Go…$6MSantmyer Companies, Inc. 401(k) Profit Sharing PlanSantmyer Companies, Inc. 401…$6MThe Agc of Kentucky Construction Industry 401(k) PlanThe Agc of Kentucky Construc…$6M
End-of-year total assets ($M) among Ph Financial Services Inc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ph Financial Services Inc multi-year asset trail

Sponsor-wide plan assets over time

All Ph Financial Services Inc plans reported in each filing year

Latest sponsor-wide plan assets
$6M 27.524472241569192% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.55M $5.8M ▲ +27.5%
Year Plans Participants Total Assets
2022 1 8 $5M
2023 1 8 $5M
2024 1 8 $6M

Ph Financial Services Inc filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$953K
Employer EIN263932020
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Ph Financial Services Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Ph Financial Services Inc 401(k) Profit Sharing Plan, Total assets ($B): 0.005802301 · Participants: 8Ph Financial Services Inc 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Ph Financial Services Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Ph Financial Services Inc 401(k) Profit Sharing Plan side-by-side with 3 peers →

Ph Financial Services Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Rod N Reel Inc. 401(k) Profit Sharing Plan in MD ($6M); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ph Financial Services Inc 401(k) Profit Sharing Plan assets move in 2024? ▼
Ph Financial Services Inc 401(k) Profit Sharing Plan grew sharply - up 19.7% during 2024, from $5M to $6M. Reported net income was $953K.
How have Ph Financial Services Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ph Financial Services Inc's sponsor-wide assets grew 27.5%, from $5M to $6M.
Which 401(k) plans are similar in size to Ph Financial Services Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rod N Reel Inc. 401(k) Profit Sharing Plan in MD ($6M, 175 participants).
Which 401(k) plans cover a similar participant headcount to Ph Financial Services Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants, $411K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 263932020.

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.