401(k) · DOL Form 5500 · 2023
Phantom Administrative LLC 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 588
- Participants Below avg headcount
- 61st
- Percentile by assets National rank
- $18,958
- Avg per participant Low balance/head
Official DOL plan name: Phantom Administrative Retirement Savings Plan · Sponsored by Phantom Administrative LLC · Ohio · Wholesale Trade
$11M in assets, 588 participants
Phantom Administrative LLC's Phantom Administrative Retirement Savings Plan reported $11M in total assets and 588 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.
- #3,370 in Wholesale Trade (6,309 peers)
Phantom Administrative LLC multi-year trail
Phantom Administrative LLC's plans moved +39.6% in assets from 2022 to 2024; this filing shows Phantom Administrative Retirement Savings Plan at $11M / 588 participants.
- #3,370
- in Wholesale Trade (6,309 peers)
- +22.3%
- assets growth YoY
Phantom Administrative Retirement Savings Plan's mid-pack asset rank among Wholesale Trade and all filers
Phantom Administrative Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,147,072 Top 39% higher than 61% 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
Phantom Administrative Retirement Savings 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. Phantom Administrative Retirement Savings Plan sits mid-pack in the medium band (588 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Phantom Administrative Retirement Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Phantom Administrative Retirement Savings Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Phantom Administrative Retirement Savings Plan reported participants rose from 569 in the plan year 2022 filing to 588 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 814654467 · Phantom Administrative LLC PY 2023 · 401(k)
Phantom Administrative Retirement Savings Plan · $11M · 588 · 61st
- NET $11M
- NET 588
- NET 61st
- NET 401(k)
- NET near Chemdesign Products, Inc. 401(k) Plan
- NET ind #3370
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 Wholesale Trade retirement plans → · Plans in Ohio →
Phantom Administrative Retirement Savings Plan in the asset neighbourhood
Phantom Administrative LLC multi-year asset trail
Sponsor-wide plan assets over time
All Phantom Administrative LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 39.63357382665176% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 569 | $9M |
| 2023 | 1 | 588 | $11M |
| 2024 | 1 | 597 | $13M |
Phantom Administrative LLC filing trail (2023)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 814654467 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Phantom Administrative Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Chemdesign Products, Inc. 401(k) Plan in WI ($11M); by covered participants it is Autocam Medical Devices, LLC 401(k) Employee Savings Plan in MI (588 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Chemdesign Products, Inc. 401(k) Plan (WI) $11M · 139
- Minnco Credit Union 401(k) Plan (MN) $11M · 91
- Global Connections, Inc. 401(k) Savings Plan (KS) $11M · 106
- Dorel U.S.a. Associates 401(k) Retirement Plan (IN) $11M · 410
Similar participant headcount
Nearest other-state filings by covered participants (588 participants); asset peers above are excluded.
- Autocam Medical Devices, LLC 401(k) Employee Savings Plan (MI) 588 · 0 off
- Investing Together in Your Future Plan (MI) 588 · 0 off
- Rkl LLP 401(k) Plan (PA) 588 · 0 off
- Freightliner of Harrisburg Retirement Plan (PA) 588 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.