Profit Sharing · DOL Form 5500 · 2024

Phillips, Fractor & Company, LLC Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
13
Participants Small participant base
37th
Percentile by assets National rank
$292,300
Avg per participant High balance/head
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Official DOL plan name: Phillips Fractor & Co., LLC Profit Sharing Plan · Sponsored by Phillips, Fractor & Company, LLC · California · Professional & Technical Services

$4M in assets, 13 participants

Phillips, Fractor & Company, LLC's Phillips Fractor & Co., LLC Profit Sharing Plan reported $4M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,945 in Professional & Technical Services (20,173 peers)

Phillips, Fractor & Company, LLC multi-year trail

Phillips, Fractor & Company, LLC's plans moved +23.0% in assets from 2022 to 2024; this filing shows Phillips Fractor & Co., LLC Profit Sharing Plan at $4M / 13 participants.

#6,945
in Professional & Technical Services (20,173 peers)
+16.5%
assets growth YoY

Phillips Fractor & Co., LLC Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Phillips Fractor & Co., LLC Profit Sharing Plan vs every filed plan by assets

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

$3,799,897 37th percentile higher than 37% 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

Phillips Fractor & Co., LLC 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. Phillips Fractor & Co., LLC Profit Sharing Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Phillips Fractor & Co., LLC Profit Sharing Plan reported net income rose from $172K in the plan year 2023 filing to $540K in the plan year 2024 filing.
  • Phillips Fractor & Co., LLC Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Phillips Fractor & Co., LLC Profit Sharing Plan reported participants rose from 12 in the plan year 2023 filing to 13 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 455551955 · Phillips, Fractor & Company, LLC PY 2024 · Profit Sharing

Phillips Fractor & Co., LLC Profit Sharing Plan · $4M · 13 · 37th

  • VS-ST $4M
  • BOY 13
  • SCH 37th
  • EBSA Profit Sharing
  • PART near Stuart S. Kassan, M.D., F.a. C. P., P.C. Profit Sharing Plan
  • TYPE ind #6945

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 Professional & Technical Services retirement plans → · Plans in California →

Phillips Fractor & Co., LLC Profit Sharing Plan in the asset neighbourhood

Phillips Fractor & Co., LLC Profit Sharing PlanPhillips Fractor & Co., LLC …$4MStuart S. Kassan, M.D., F.a. C. P., P.C. Profit Sharing PlanStuart S. Kassan, M.D., F.a.…$4MApis Capital Advisors LLC Profit Sharing Plan & TrustApis Capital Advisors LLC Pr…$4MConfidence Plumbing Company Profit Sharing PlanConfidence Plumbing Company …$4MJeffrey W Irwin Dds Profit Sharing Pension PlanJeffrey W Irwin Dds Profit S…$4M
End-of-year total assets ($M) among Phillips Fractor & Co., LLC Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Phillips, Fractor & Company, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Phillips, Fractor & Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 23.028718919027426% vs 2022
2024 filing year
$3M$3.5M$4M 202220232024 $3.09M $3.8M ▲ +23.0%
Year Plans Participants Total Assets
2022 1 14 $3M
2023 1 12 $3M
2024 1 13 $4M

Phillips, Fractor & Company, LLC filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$540K
Employer EIN455551955
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Phillips Fractor & Co., LLC Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Phillips Fractor & Co., LLC Profit Sharing Plan, Total assets ($B): 0.003799897 · Participants: 13Phillips Fractor & Co., LLC Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Phillips Fractor & Co., LLC Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Phillips Fractor & Co., LLC Profit Sharing Plan side-by-side with 3 peers →

Phillips Fractor & Co., LLC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Stuart S. Kassan, M.D., F.a. C. P., P.C. Profit Sharing Plan in CO ($4M); by covered participants it is E-Bond Epoxies, Inc. Profit Sharing Plan and Trust in FL (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Phillips Fractor & Co., LLC Profit Sharing Plan assets move in 2024? ▼
Phillips Fractor & Co., LLC Profit Sharing Plan grew sharply - up 16.5% during 2024, from $3M to $4M. Reported net income was $540K.
How have Phillips, Fractor & Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phillips, Fractor & Company, LLC's sponsor-wide assets grew 23.0%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Phillips Fractor & Co., LLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Stuart S. Kassan, M.D., F.a. C. P., P.C. Profit Sharing Plan in CO ($4M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Phillips Fractor & Co., LLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is E-Bond Epoxies, Inc. Profit Sharing Plan and Trust in FL (13 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 455551955.

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.