401(k) · DOL Form 5500 · 2023

Phil 413, Inc. 401(k) Plan

Data updated 2026-08-25

$68K
Total assets Small plan by assets
19
Participants Small participant base
5th
Percentile by assets National rank
$3,589
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Phil 413, Inc. 401(k) Plan · Sponsored by Phil 413, Inc. · Indiana · Educational Services

$68K in assets, 19 participants

Phil 413, Inc.'s Phil 413, Inc. 401(k) Plan reported $68K in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 5th 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.

  • #145 in Educational Services (3,735 peers)

Phil 413, Inc. multi-year trail

Phil 413, Inc.'s plans moved -46.1% in assets from 2022 to 2024; this filing shows Phil 413, Inc. 401(k) Plan at $68K / 19 participants.

#145
in Educational Services (3,735 peers)
-36.8%
assets change YoY

The plan reported a net loss of $40K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Phil 413, Inc. 401(k) Plan among the smaller filed plans by assets

Phil 413, Inc. 401(k) Plan vs every filed plan by assets

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

$68,192 5th percentile higher than 5% 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

Phil 413, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phil 413, Inc. 401(k) Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phil 413, Inc. 401(k) Plan reported net income fell from $35K in the plan year 2022 filing to -$40K in the plan year 2023 filing.
  • Phil 413, Inc. 401(k) Plan reported participants rose from 8 in the plan year 2022 filing to 19 in the plan year 2023 filing.
  • Phil 413, Inc. 401(k) Plan end-of-year assets fell from $108K in the plan year 2022 filing to $68K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 454047238 · Phil 413, Inc. PY 2023 · 401(k)

Phil 413, Inc. 401(k) Plan · $68K · 19 · 5th

  • BOOK $68K
  • BOOK 19
  • BOOK 5th
  • BOOK 401(k)
  • BOOK near Htt 401(k)
  • BOOK ind #145

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 Educational Services retirement plans → · Plans in Indiana →

Phil 413, Inc. 401(k) Plan in the asset neighbourhood

Phil 413, Inc. 401(k) Plan$68KHtt 401(k)$68KMetrotax Co. 401(k) Plan$68KAllison Family Inc 401(k) Profit Sharing PlanAllison Family Inc 401(k) Pr…$68KDnl Home Solutions Co 401(k) PlanDnl Home Solutions Co 401(k)…$68K
End-of-year total assets ($M) among Phil 413, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Phil 413, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Phil 413, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$58K 46.071567483469465% vs 2022
2024 filing year
$0.04M$0.06M$0.08M$0.1M$0.12M 202220232024 $0.11M $0.06M ▼ -45.5%
Year Plans Participants Total Assets
2022 1 8 $108K
2023 1 19 $68K
2024 1 19 $58K

Phil 413, Inc. filing trail (2023)

Total Assets (Beginning of Year)$108K
Net Assets (End of Year)$68K
Net Income-$40K
Employer EIN454047238
Plan Effective Date2011-12-09
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Phil 413, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Phil 413, Inc. 401(k) Plan, Total assets ($B): 0.000068192 · Participants: 19Phil 413, Inc. 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Phil 413, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Phil 413, Inc. 401(k) Plan side-by-side with 3 peers →

Phil 413, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Htt 401(k) in CA ($68K); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($68K here).

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Phil 413, Inc. 401(k) Plan assets move in 2023? ▼
Phil 413, Inc. 401(k) Plan contracted severely - down 36.8% during 2023, from $108K to $68K. Reported net income was -$40K.
How have Phil 413, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phil 413, Inc.'s sponsor-wide assets declined 46.1%, from $108K to $58K.
Where does Phil 413, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Phil 413, Inc. 401(k) Plan ranks in the 5th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Phil 413, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Htt 401(k) in CA ($68K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Phil 413, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants, $3M 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 454047238.

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.