401(k) · DOL Form 5500 · 2023
Phillips Service Industries, Inc. 401(k) Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 124
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $230,497
- Avg per participant Above avg balance/head
Official DOL plan name: Phillips Service Industries, Inc. Savings and Retirement Plan · Sponsored by Phillips Service Industries, Inc. · Michigan · Management of Enterprises
$29M in assets, 124 participants
Phillips Service Industries, Inc.'s Phillips Service Industries, Inc. Savings and Retirement Plan reported $29M in total assets and 124 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #667 in Management of Enterprises (1,137 peers)
Coverage in Michigan
Phillips Service Industries, Inc. Savings and Retirement Plan covers 124 participants in Michigan, about 19% of the average Michigan filer (state average ~638 per filing). Assets: $29M.
- #667
- in Management of Enterprises (1,137 peers)
- +9.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Phillips Service Industries, Inc. Savings and Retirement Plan's outsized position by total assets
Phillips Service Industries, Inc. Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$28,581,630 Top 21% higher than 79% 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
Phillips Service Industries, Inc. Savings and Retirement 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. Phillips Service Industries, Inc. Savings and Retirement Plan sits mid-pack in the medium band (124 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Phillips Service Industries, Inc. Savings and Retirement Plan reported net income rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Phillips Service Industries, Inc. Savings and Retirement Plan end-of-year assets rose from $26M in the plan year 2022 filing to $29M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 382509613 · Phillips Service Industries, Inc. PY 2023 · 401(k)
Phillips Service Industries, Inc. Savings and Retirement Plan · $29M · 124 · 79th
- 5500 $29M
- ASSETS 124
- PCT 79th
- EIN 401(k)
- RANK near Midwest Motor Supply Sales 401(k) Plan
- PHOTO ind #667
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 Management of Enterprises retirement plans → · Plans in Michigan →
Phillips Service Industries, Inc. Savings and Retirement Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $3M |
| Employer EIN | 382509613 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Phillips Service Industries, Inc.)
Sponsor-wide plan assets over time
All Phillips Service Industries, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 11.436570355545976% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 124 | $26M |
| 2023 | 1 | 124 | $29M |
| 2024 | 1 | 127 | $29M |
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
Phillips Service Industries, Inc. Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Midwest Motor Supply Sales 401(k) Plan in OH ($29M); by covered participants it is F.L. Chamberlain School Retirement Plan in MA (124 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- Midwest Motor Supply Sales 401(k) Plan (OH) $29M · 2,319
- Wasc Holding LLC Savings & Investment Plan (NJ) $29M · 87
- Mossberg Corporation Employee Savings Plan (CT) $29M · 492
- Powell's Books Retirement 401(k) and Savings Plan (OR) $29M · 295
Similar participant headcount
Nearest other-state filings by covered participants (124 participants); asset peers above are excluded.
- F.L. Chamberlain School Retirement Plan (MA) 124 · 0 off
- The Contractors Retirement Plan (VA) 124 · 0 off
- Zymeworks Biopharmaceuticals 401(k) Plan () 124 · 0 off
- The Childrens Home of Pittsburgh 401(k) Plan (PA) 124 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.