401(k) · DOL Form 5500 · 2024

Phf Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$495K
Total assets Small plan by assets
7
Participants Small participant base
18th
Percentile by assets National rank
$70,735
Avg per participant Below avg balance/head
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Official DOL plan name: Phf Holdings, Inc. 401(k) Plan · Sponsored by Phf Holdings, Inc. · North Carolina · Transportation & Warehousing

$495K in assets, 7 participants

Phf Holdings, Inc.'s Phf Holdings, Inc. 401(k) Plan reported $495K in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.

  • #609 in Transportation & Warehousing (3,299 peers)

Phf Holdings, Inc. multi-year trail

Phf Holdings, Inc.'s plans moved -32.0% in assets from 2022 to 2024; this filing shows Phf Holdings, Inc. 401(k) Plan at $495K / 7 participants.

#609
in Transportation & Warehousing (3,299 peers)
-27.5%
assets change YoY

The plan reported a net loss of $188K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Phf Holdings, Inc. 401(k) Plan among the smaller filed plans by assets

Phf Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$495,147 18th percentile higher than 18% 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

Phf Holdings, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phf Holdings, Inc. 401(k) Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Phf Holdings, Inc. 401(k) Plan reported net income fell from -$45K in the plan year 2023 filing to -$188K in the plan year 2024 filing.
  • Phf Holdings, Inc. 401(k) Plan reported participants rose from 5 in the plan year 2023 filing to 7 in the plan year 2024 filing.
  • Phf Holdings, Inc. 401(k) Plan end-of-year assets fell from $683K in the plan year 2023 filing to $495K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 833381572 · Phf Holdings, Inc. PY 2024 · 401(k)

Phf Holdings, Inc. 401(k) Plan · $495K · 7 · 18th

  • IND $495K
  • EOY 7
  • 5500 18th
  • ASSETS 401(k)
  • PCT near R. E. Lee Corporation 401(k) Plan
  • EIN ind #609

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 Transportation & Warehousing retirement plans → · Plans in North Carolina →

Phf Holdings, Inc. 401(k) Plan in the asset neighbourhood

Phf Holdings, Inc. 401(k) PlanPhf Holdings, Inc. 401(k) Pl…$495KR. E. Lee Corporation 401(k) PlanR. E. Lee Corporation 401(k)…$495KPittsburgh Manliness 401(k)$495KSusan L. Howell, Cpa, PC 401(k) Profit Sharing Plan and TrustSusan L. Howell, Cpa, PC 401…$495KLuxe Atelier Inc. Retirement PlanLuxe Atelier Inc. Retirement…$495K
End-of-year total assets ($M) among Phf Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Phf Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Phf Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$495K 32.03440920433862% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M$0.8M 202220232024 $0.73M $0.5M ▼ -31.5%
Year Plans Participants Total Assets
2022 1 7 $729K
2023 1 5 $683K
2024 1 7 $495K

Phf Holdings, Inc. filing trail (2024)

Total Assets (Beginning of Year)$683K
Net Assets (End of Year)$495K
Net Income-$188K
Employer EIN833381572
Plan Effective Date2019-01-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Phf Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Phf Holdings, Inc. 401(k) Plan, Total assets ($B): 0.000495147 · Participants: 7Phf Holdings, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Phf Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Phf Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Phf Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is R. E. Lee Corporation 401(k) Plan in IN ($495K); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($495K here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Phf Holdings, Inc. 401(k) Plan assets move in 2024? ▼
Phf Holdings, Inc. 401(k) Plan declined sharply - down 27.5% during 2024, from $683K to $495K. Reported net income was -$188K.
How have Phf Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phf Holdings, Inc.'s sponsor-wide assets declined 32.0%, from $729K to $495K.
Where does Phf Holdings, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Phf Holdings, Inc. 401(k) Plan ranks in the 18th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Phf Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is R. E. Lee Corporation 401(k) Plan in IN ($495K, 8 participants).
Which 401(k) plans cover a similar participant headcount to Phf Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nexvisionix, Inc. 401(k) Plan in CA (7 participants, N/A 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 833381572.

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.