401(k) · DOL Form 5500 · 2024
The Villas of Holly Brook Senior Living, LLC 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 1,341
- Participants Near avg headcount
- 39th
- Percentile by assets National rank
- $3,197
- Avg per participant Low balance/head
Official DOL plan name: Phillips' Companies 401(k) Plan · Sponsored by The Villas of Holly Brook Senior Living, LLC · Illinois · Healthcare & Social Assistance
$4M in assets, 1,341 participants
The Villas of Holly Brook Senior Living, LLC's Phillips' Companies 401(k) Plan reported $4M in total assets and 1,341 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.
- #7,019 in Healthcare & Social Assistance (16,916 peers)
The Villas of Holly Brook Senior Living, LLC multi-year trail
The Villas of Holly Brook Senior Living, LLC's plans moved +93.7% in assets from 2022 to 2024; this filing shows Phillips' Companies 401(k) Plan at $4M / 1,341 participants.
- #7,019
- in Healthcare & Social Assistance (16,916 peers)
- +26.4%
- assets growth YoY
Phillips' Companies 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Phillips' Companies 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,287,484 39th percentile higher than 39% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Phillips' Companies 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phillips' Companies 401(k) Plan lands in the large band (1,341 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Phillips' Companies 401(k) Plan reported participants rose from 452 in the plan year 2023 filing to 1,341 in the plan year 2024 filing.
- Phillips' Companies 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Phillips' Companies 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $896K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 814466361 · The Villas of Holly Brook Senior Living, LLC PY 2024 · 401(k)
Phillips' Companies 401(k) Plan · $4M · 1,341 · 39th
- BOY $4M
- SCH 1,341
- EBSA 39th
- PART 401(k)
- TYPE near Andrus on Hudson Retirement Plan
- NET ind #7019
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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →
Phillips' Companies 401(k) Plan in the asset neighbourhood
The Villas of Holly Brook Senior Living, LLC multi-year asset trail
Sponsor-wide plan assets over time
All The Villas of Holly Brook Senior Living, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 93.7305619178742% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 452 | $2M |
| 2023 | 1 | 452 | $3M |
| 2024 | 1 | 1,341 | $4M |
The Villas of Holly Brook Senior Living, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $896K |
| Employer EIN | 814466361 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Phillips' Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Andrus on Hudson Retirement Plan in NY ($4M); by covered participants it is Amphastar Pharmaceuticals, Inc. 401(k) Profit Sharing Plan in CA (1,341 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Andrus on Hudson Retirement Plan (NY) $4M · 66
- Lifelong-Health for All 401(k) Plan (WA) $4M · 137
- Sdg Consulting US 401(k) Plan (NJ) $4M · 148
- Global Conductor, Inc. 401(k) Plan (CA) $4M · 15
Similar participant headcount
Nearest other-state filings by covered participants (1,341 participants); asset peers above are excluded.
- Amphastar Pharmaceuticals, Inc. 401(k) Profit Sharing Plan (CA) 1,341 · 0 off
- Babcock Power Savings Plan (MA) 1,341 · 0 off
- Molecular Epidemiology, Inc. 401(k) Profit Sharing Plan (WA) 1,341 · 0 off
- Devs Foods, LLC 401(k) Plan (NJ) 1,340 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.