401(k) · DOL Form 5500 · 2024

Melodie Phillips, M.D., LLC 401(k) Plan

Data updated 2026-08-25

$528K
Total assets Small plan by assets
1
Participants Small participant base
18th
Percentile by assets National rank
$527,961
Avg per participant High balance/head
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Official DOL plan name: Melodie Phillips, Md, LLC 401(k) Plan · Sponsored by Melodie Phillips, M.D., LLC · Ohio · Healthcare & Social Assistance

$528K in assets, 1 participants

Melodie Phillips, M.D., LLC's Melodie Phillips, Md, LLC 401(k) Plan reported $528K in total assets and 1 participant 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.

  • #2,270 in Healthcare & Social Assistance (16,916 peers)

Melodie Phillips, M.D., LLC multi-year trail

Melodie Phillips, M.D., LLC's plans moved +16.7% in assets from 2022 to 2024; this filing shows Melodie Phillips, Md, LLC 401(k) Plan at $528K / 1 participant.

#2,270
in Healthcare & Social Assistance (16,916 peers)
+2.9%
assets growth YoY

Melodie Phillips, Md, LLC 401(k) Plan among the smaller filed plans by assets

Melodie Phillips, Md, LLC 401(k) Plan vs every filed plan by assets

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

$527,961 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

Melodie Phillips, Md, LLC 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. Melodie Phillips, Md, LLC 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Melodie Phillips, Md, LLC 401(k) Plan reported net income fell from $60K in the plan year 2023 filing to $15K in the plan year 2024 filing.
  • Melodie Phillips, Md, LLC 401(k) Plan reported participants fell from 2 in the plan year 2023 filing to 1 in the plan year 2024 filing.
  • Melodie Phillips, Md, LLC 401(k) Plan end-of-year assets rose from $513K in the plan year 2023 filing to $528K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 262361539 · Melodie Phillips, M.D., LLC PY 2024 · 401(k)

Melodie Phillips, Md, LLC 401(k) Plan · $528K · 1 · 18th

  • NET $528K
  • BOOK 1
  • VS-ST 18th
  • BOY 401(k)
  • SCH near Klein Dub & Holleb, Ltd., Profit Sharing Plan & Tr
  • EBSA ind #2270

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 Ohio →

Melodie Phillips, Md, LLC 401(k) Plan in the asset neighbourhood

Melodie Phillips, Md, LLC 401(k) PlanMelodie Phillips, Md, LLC 40…$528KKlein Dub & Holleb, Ltd., Profit Sharing Plan & TrKlein Dub & Holleb, Ltd., Pr…$528KTrue Care Ventures Retirement Savings PlanTrue Care Ventures Retiremen…$528KNolan Rose Enterprises Inc. Retirement PlanNolan Rose Enterprises Inc. …$528KEc Aeronautics 401(k)$528K
End-of-year total assets ($M) among Melodie Phillips, Md, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Melodie Phillips, M.D., LLC multi-year asset trail

Sponsor-wide plan assets over time

All Melodie Phillips, M.D., LLC plans reported in each filing year

Latest sponsor-wide plan assets
$528K 16.651458140464918% vs 2022
2024 filing year
$0.4M$0.45M$0.5M$0.55M 202220232024 $0.45M $0.53M ▲ +17.8%
Year Plans Participants Total Assets
2022 1 4 $453K
2023 1 2 $513K
2024 1 1 $528K

Melodie Phillips, M.D., LLC filing trail (2024)

Total Assets (Beginning of Year)$513K
Net Assets (End of Year)$528K
Net Income$15K
Employer EIN262361539
Plan Effective Date2012-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Melodie Phillips, Md, LLC 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Melodie Phillips, Md, LLC 401(k) Plan, Total assets ($B): 0.000527961 · Participants: 1Melodie Phillips, Md, LLC 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Melodie Phillips, Md, LLC 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Melodie Phillips, Md, LLC 401(k) Plan side-by-side with 3 peers →

Melodie Phillips, Md, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Klein Dub & Holleb, Ltd., Profit Sharing Plan & Tr in IL ($528K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($528K here).

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 Melodie Phillips, Md, LLC 401(k) Plan assets move in 2024? ▼
Melodie Phillips, Md, LLC 401(k) Plan edged up modestly - up 2.9% during 2024, from $513K to $528K. Reported net income was $15K.
How have Melodie Phillips, M.D., LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Melodie Phillips, M.D., LLC's sponsor-wide assets grew 16.7%, from $453K to $528K.
Where does Melodie Phillips, Md, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Melodie Phillips, Md, LLC 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 Melodie Phillips, Md, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Klein Dub & Holleb, Ltd., Profit Sharing Plan & Tr in IL ($528K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Melodie Phillips, Md, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 262361539.

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.