Profit Sharing · DOL Form 5500 · 2024

Phillips Family Investors Inc. Profit Sharing Plan

Data updated 2026-08-25

$240K
Total assets Small plan by assets
1
Participants Small participant base
12th
Percentile by assets National rank
$239,509
Avg per participant Above avg balance/head
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Official DOL plan name: Phillips Family Investors Inc. Retirement Plan · Sponsored by Phillips Family Investors Inc. · Georgia · Administrative & Support Services

$240K in assets, 1 participants

Phillips Family Investors Inc.'s Phillips Family Investors Inc. Retirement Plan reported $240K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,214 in Administrative & Support Services (4,368 peers)

Phillips Family Investors Inc. multi-year trail

Phillips Family Investors Inc.'s plans moved +59.6% in assets from 2023 to 2024; this filing shows Phillips Family Investors Inc. Retirement Plan at $240K / 1 participant.

#1,214
in Administrative & Support Services (4,368 peers)
+59.6%
assets growth YoY

Phillips Family Investors Inc. Retirement Plan among the smaller filed plans by assets

Phillips Family Investors Inc. Retirement Plan vs every filed plan by assets

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

$239,509 12th percentile higher than 12% 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 Family Investors Inc. Retirement 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. Phillips Family Investors Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Phillips Family Investors Inc. Retirement Plan end-of-year assets rose from $150K in the plan year 2023 filing to $240K in the plan year 2024 filing.
  • Phillips Family Investors Inc. Retirement Plan reported net income fell from $150K in the plan year 2023 filing to $89K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 934821741 · Phillips Family Investors Inc. PY 2024 · Profit Sharing

Phillips Family Investors Inc. Retirement Plan · $240K · 1 · 12th

  • EIN $240K
  • RANK 1
  • PHOTO 12th
  • IND Profit Sharing
  • EOY near Thomas Learning Centers, Inc. 401(k) Profit Sharing Plan & Trust
  • 5500 ind #1214

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 Administrative & Support Services retirement plans → · Plans in Georgia →

Phillips Family Investors Inc. Retirement Plan in the asset neighbourhood

Phillips Family Investors Inc. Retirement PlanPhillips Family Investors In…$240KThomas Learning Centers, Inc. 401(k) Profit Sharing Plan & TrustThomas Learning Centers, Inc…$239KHawkins Advancement Via Equity, Inc. Profit Sharing PlanHawkins Advancement Via Equi…$240KBradley S Anderson Profit Sharing Plan Dated July 31, 1992Bradley S Anderson Profit Sh…$240KGo Forward Brands 2 Corp. Retirement PlanGo Forward Brands 2 Corp. Re…$239K
End-of-year total assets ($M) among Phillips Family Investors Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Phillips Family Investors Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Phillips Family Investors Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$240K 59.60669589902841% vs 2023
2024 filing year
$0.1M$0.15M$0.2M$0.25M 20232024 $0.15M $0.24M ▲ +60.0%
Year Plans Participants Total Assets
2023 1 1 $150K
2024 1 1 $240K

Phillips Family Investors Inc. filing trail (2024)

Total Assets (Beginning of Year)$150K
Net Assets (End of Year)$240K
Net Income$89K
Employer EIN934821741
Plan Effective Date2023-12-19
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Georgia

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

Phillips Family Investors Inc. Retirement Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Phillips Family Investors Inc. Retirement Plan, Total assets ($B): 0.000239509 · Participants: 1Phillips Family Investors Inc. Retirement PlanEmory University Retirement Plan, Total assets ($B): 5.539809573 · Participants: 18936Emory University Retirement PlanCrh Americas 401(k) Plan, Total assets ($B): 4.190915312 · Participants: 35710Crh Americas 401(k) PlanEmory Healthcare, Inc. Retirement Savings and Matching Plan, Total assets ($B): 2.770557878 · Participants: 23760Emory Healthcare, Inc. Retirement Savings and Matching PlanThe Emory Clinic, Inc. Retirement Savings Plan, Total assets ($B): 1.029232488 · Participants: 2448The Emory Clinic, Inc. Retirement Savings PlanChildrens Healthcare of Atlanta Growth Plan, Total assets ($B): 0.39078983 · Participants: 12290Childrens Healthcare of Atlanta Growth Plan
Phillips Family Investors Inc. Retirement Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants
Compare Phillips Family Investors Inc. Retirement Plan side-by-side with 3 peers →

Phillips Family Investors Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Georgia, the nearest Profit Sharing by assets is Thomas Learning Centers, Inc. 401(k) Profit Sharing Plan & Trust in CO ($239K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Family Investors Inc. Retirement Plan assets move in 2024? ▼
Phillips Family Investors Inc. Retirement Plan surged - up 59.6% during 2024, from $150K to $240K. Reported net income was $89K.
How have Phillips Family Investors Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Phillips Family Investors Inc.'s sponsor-wide assets grew 59.6%, from $150K to $240K.
Where does Phillips Family Investors Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Phillips Family Investors Inc. Retirement Plan ranks in the 12th 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 Profit Sharing plans are similar in size to Phillips Family Investors Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Thomas Learning Centers, Inc. 401(k) Profit Sharing Plan & Trust in CO ($239K, 14 participants).
Which Profit Sharing plans cover a similar participant headcount to Phillips Family Investors Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, 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 934821741.

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.