401(k) · DOL Form 5500 · 2024
Phillips Lobue & Wilson Millwo 401(k) Plan
Data updated 2026-08-25
- $878K
- Total assets Small plan by assets
- 28
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $31,362
- Avg per participant Low balance/head
Official DOL plan name: Phillips Lobue & Wilson Millwo 401(k) Profit Sharing Plan & Trust · Sponsored by Phillips Lobue & Wilson Millwo · California · Other Services
$878K in assets, 28 participants
Phillips Lobue & Wilson Millwo's Phillips Lobue & Wilson Millwo 401(k) Profit Sharing Plan & Trust reported $878K in total assets and 28 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,498 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Phillips Lobue & Wilson Millwo 401(k) Profit Sharing Plan & Trust ranks #3,498 of 7,719 2024 filers by assets (2286% of the sector average)-$878K for 28 participants.
- #3,498
- in Other Services (7,719 peers)
- +21.4%
- assets growth YoY
Phillips Lobue & Wilson Millwo 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Phillips Lobue & Wilson Millwo 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$878,122 22nd percentile higher than 22% 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 Lobue & Wilson Millwo 401(k) Profit Sharing Plan & Trust 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 Lobue & Wilson Millwo 401(k) Profit Sharing Plan & Trust is a small filing (28 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Phillips Lobue & Wilson Millwo 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $723K in the plan year 2023 filing to $878K in the plan year 2024 filing.
- Phillips Lobue & Wilson Millwo 401(k) Profit Sharing Plan & Trust reported participants fell from 31 in the plan year 2023 filing to 28 in the plan year 2024 filing.
- Phillips Lobue & Wilson Millwo 401(k) Profit Sharing Plan & Trust reported net income fell from $164K in the plan year 2023 filing to $155K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 330725510 · Phillips Lobue & Wilson Millwo PY 2024 · 401(k)
Phillips Lobue & Wilson Millwo 401(k) Profit Sharing Plan & Trust · $878K · 28 · 22nd
- EOY $878K
- 5500 28
- ASSETS 22nd
- PCT 401(k)
- EIN near Fit2function-Pilates, Inc. 401(k) Plan
- RANK ind #3498
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 Other Services retirement plans → · Plans in California →
Phillips Lobue & Wilson Millwo 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $723K |
|---|---|
| Net Assets (End of Year) | $878K |
| Net Income | $155K |
| Employer EIN | 330725510 |
| Plan Effective Date | 2006-01-27 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Phillips Lobue & Wilson Millwo)
Sponsor-wide plan assets over time
All Phillips Lobue & Wilson Millwo plans reported in each filing year
- Latest sponsor-wide plan assets
- $878K 57.17686563424047% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 31 | $559K |
| 2023 | 1 | 31 | $723K |
| 2024 | 1 | 28 | $878K |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Phillips Lobue & Wilson Millwo 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Fit2function-Pilates, Inc. 401(k) Plan in MD ($878K); by covered participants it is Title Houston Holdings, Ltd 401(k) Plan in TX (28 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($878K here).
Similar participant headcount
Nearest other-state filings by covered participants (28 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.