ESOP · DOL Form 5500 · 2024
Phillips Brothers Construction, Inc. ESOP
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 67
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $176,015
- Avg per participant Above avg balance/head
Official DOL plan name: Phillips Brothers Construction Employee Stock Ownership Plan · Sponsored by Phillips Brothers Construction, Inc. · Kentucky · Construction
$12M in assets, 67 participants
Phillips Brothers Construction, Inc.'s Phillips Brothers Construction Employee Stock Ownership Plan reported $12M in total assets and 67 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.
- #5,206 in Construction (9,039 peers)
Phillips Brothers Construction, Inc. multi-year trail
Phillips Brothers Construction, Inc.'s plans moved +73.9% in assets from 2022 to 2024; this filing shows Phillips Brothers Construction Employee Stock Ownership Plan at $12M / 67 participants.
- #5,206
- in Construction (9,039 peers)
- +8.6%
- assets growth YoY
Phillips Brothers Construction Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers
Phillips Brothers Construction Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,793,000 Top 41% higher than 59% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Phillips Brothers Construction Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phillips Brothers Construction Employee Stock Ownership Plan is a small filing (67 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Phillips Brothers Construction Employee Stock Ownership Plan reported net income fell from $4M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Phillips Brothers Construction Employee Stock Ownership Plan reported participants rose from 56 in the plan year 2023 filing to 67 in the plan year 2024 filing.
- Phillips Brothers Construction Employee Stock Ownership Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 611436705 · Phillips Brothers Construction, Inc. PY 2024 · ESOP
Phillips Brothers Construction Employee Stock Ownership Plan · $12M · 67 · 59th
- IND $12M
- EOY 67
- 5500 59th
- ASSETS ESOP
- PCT near Gray-Hodges Corporation Employee Stock Ownership Plan
- EIN ind #5206
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 What is an ESOP? → · Plans in Kentucky →
Phillips Brothers Construction Employee Stock Ownership Plan in the asset neighbourhood
Phillips Brothers Construction, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Phillips Brothers Construction, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 73.93805309734513% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 55 | $7M |
| 2023 | 1 | 56 | $11M |
| 2024 | 1 | 67 | $12M |
Phillips Brothers Construction, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | -$308K |
| Net Income | $1M |
| Employer EIN | 611436705 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Kentucky
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Houchens Industries, Inc. Employee Stock Ownership Plan $2.6B · 7,785
- Gray, Inc. Employee Stock Ownership Plan $177M · 1,534
- Stock Yards Bank & Trust Company 401(k) and Employee Stock Ownership Plan $167M · 1,107
- Interstate Personnel Services, Inc. Employee Stock Ownership Plan $123M · 834
- H & R Agri-Power Employee Stock Ownership Plan $111M · 522
Phillips Brothers Construction Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Kentucky, the nearest ESOP by assets is Gray-Hodges Corporation Employee Stock Ownership Plan in TN ($12M); by covered participants it is American Bank Employee Stock Ownership Plan in PA (67 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (67 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.