401(k) · DOL Form 5500 · 2024

Phelps Fan, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
25
Participants Small participant base
36th
Percentile by assets National rank
$142,985
Avg per participant Near avg balance/head
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Official DOL plan name: Phelps Fan, LLC 401(k) Profit Sharing Plan · Sponsored by Phelps Fan, LLC · Arkansas · Manufacturing

$4M in assets, 25 participants

Phelps Fan, LLC's Phelps Fan, LLC 401(k) Profit Sharing Plan reported $4M in total assets and 25 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #3,527 in Manufacturing (17,777 peers)

Phelps Fan, LLC multi-year trail

Phelps Fan, LLC's plans moved +68.0% in assets from 2022 to 2024; this filing shows Phelps Fan, LLC 401(k) Profit Sharing Plan at $4M / 25 participants.

#3,527
in Manufacturing (17,777 peers)
+21.2%
assets growth YoY

Phelps Fan, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Phelps Fan, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,574,628 36th percentile higher than 36% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Phelps Fan, LLC 401(k) Profit Sharing 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. Phelps Fan, LLC 401(k) Profit Sharing Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Phelps Fan, LLC 401(k) Profit Sharing Plan reported net income fell from $823K in the plan year 2023 filing to $624K in the plan year 2024 filing.
  • Phelps Fan, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Phelps Fan, LLC 401(k) Profit Sharing Plan reported participants rose from 24 in the plan year 2023 filing to 25 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 710819625 · Phelps Fan, LLC PY 2024 · 401(k)

Phelps Fan, LLC 401(k) Profit Sharing Plan · $4M · 25 · 36th

  • PART $4M
  • TYPE 25
  • NET 36th
  • BOOK 401(k)
  • VS-ST near Penobscot General Contractors Employee Stock Ownership 401(k) Plan
  • BOY ind #3527

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 Manufacturing retirement plans → · Plans in Arkansas →

Phelps Fan, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

A & M Tool & Die Co Inc Employees Savings PlanA & M Tool & Die Co Inc Empl…$4MNexgen 401(k) Plan$4MPhelps Fan, LLC 401(k) Profit Sharing PlanPhelps Fan, LLC 401(k) Profi…$4MPenobscot General Contractors Employee Stock Ownership 401(k) PlanPenobscot General Contractor…$4MFernbrook Family Center 401(k) Savings PlanFernbrook Family Center 401(…$4M
End-of-year total assets ($M) among Phelps Fan, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Phelps Fan, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Phelps Fan, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 68.04175954976105% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M$4M 202220232024 $2.13M $3.57M ▲ +67.6%
Year Plans Participants Total Assets
2022 1 25 $2M
2023 1 24 $3M
2024 1 25 $4M

Phelps Fan, LLC filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$624K
Employer EIN710819625
Plan Effective Date1987-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arkansas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Phelps Fan, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000000500000100000015000002000000 -200204060 Total assets ($B) Participants Phelps Fan, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.003574628 · Participants: 25Phelps Fan, LLC 401(k) Profit Sharing PlanWalmart 401(k) Plan, Total assets ($B): 50.790179678 · Participants: 1635899Walmart 401(k) PlanTyson Foods, Inc. Retirement Savings Plan, Total assets ($B): 3.735357745 · Participants: 118403Tyson Foods, Inc. Retirement Savings PlanDillard's, Inc. Investment & Employee Stock Ownership Plan, Total assets ($B): 3.00399706 · Participants: 30070Dillard's, Inc. Investment & Employee Stock Ownership PlanJ.B. Hunt Transport Services, Inc. Employee Retirement Plan, Total assets ($B): 1.407976159 · Participants: 35023J.B. Hunt Transport Services, Inc. Employee Retirement PlanWindstream 401(k) Plan, Total assets ($B): 1.291584763 · Participants: 9409Windstream 401(k) Plan
Phelps Fan, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants
Compare Phelps Fan, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Phelps Fan, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arkansas, the nearest 401(k) by assets is Penobscot General Contractors Employee Stock Ownership 401(k) Plan in ME ($4M); by covered participants it is Idaho Skin Surgery Center 401(k) Plan in ID (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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.

Frequently Asked Questions

How did Phelps Fan, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Phelps Fan, LLC 401(k) Profit Sharing Plan grew sharply - up 21.2% during 2024, from $3M to $4M. Reported net income was $624K.
How have Phelps Fan, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phelps Fan, LLC's sponsor-wide assets grew 68.0%, from $2M to $4M.
Which 401(k) plans are similar in size to Phelps Fan, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Penobscot General Contractors Employee Stock Ownership 401(k) Plan in ME ($4M, 20 participants).
Which 401(k) plans cover a similar participant headcount to Phelps Fan, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Idaho Skin Surgery Center 401(k) Plan in ID (25 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 710819625.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.