ESOP · DOL Form 5500 · 2022
PHI ESOP
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 14
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $134,671
- Avg per participant Near avg balance/head
Official DOL plan name: Phi Employee Stock Ownership Plan · Sponsored by PHI · California · Manufacturing
$2M in assets, 14 participants
PHI's Phi Employee Stock Ownership Plan reported $2M in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.
- #3,477 in Manufacturing (20,602 peers)
PHI multi-year trail
PHI's plans moved +73.4% in assets from 2022 to 2024; this filing shows Phi Employee Stock Ownership Plan at $2M / 14 participants.
- #3,477
- in Manufacturing (20,602 peers)
- -21.9%
- assets change YoY
The plan reported a net loss of $591K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Phi Employee Stock Ownership Plan among the smaller filed plans by assets
Phi Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,885,395 33rd percentile higher than 33% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Phi Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phi Employee Stock Ownership Plan is a small filing (14 participants) on this national headcount ladder.
DOL schedule card
Filing strip 462383339 · PHI PY 2022 · ESOP
Phi Employee Stock Ownership Plan · $2M · 14 · 33rd
- RANK $2M
- PHOTO 14
- IND 33rd
- EOY ESOP
- 5500 near In-House Home Health, Inc. Employee Stock Ownership Plan
- ASSETS ind #3477
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 California →
Phi Employee Stock Ownership Plan in the asset neighbourhood
PHI multi-year asset trail
Sponsor-wide plan assets over time
All PHI plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 73.39862469137766% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 14 | $2M |
| 2023 | 2 | 35 | $5M |
| 2024 | 1 | 15 | $3M |
PHI filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$591K |
| Employer EIN | 462383339 |
| Plan Effective Date | 2014-08-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Parsons Employee Stock Ownership Plan $2.9B · 7,804
- Acco Employee Stock Ownership Plan $1.2B · 1,318
- Rosendin Electric, Inc. Employee Stock Ownership Plan $995M · 1,488
- Recology Employee Stock Ownership Plan $462M · 3,560
- Agron, Inc. Employee Stock Ownership Plan $456M · 70
Phi Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside California, the nearest ESOP by assets is In-House Home Health, Inc. Employee Stock Ownership Plan in NV ($2M); by covered participants it is N-Link Corporation Employee Stock Ownership Plan in OR (14 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.