401(k) · DOL Form 5500 · 2024

Phillips Adr Enterprises, P.C. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
12
Participants Small participant base
34th
Percentile by assets National rank
$248,505
Avg per participant Above avg balance/head
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Official DOL plan name: Phillips Adr Enterprises, P.C. 401(k) Plan · Sponsored by Phillips Adr Enterprises, P.C. · California · Professional & Technical Services

$3M in assets, 12 participants

Phillips Adr Enterprises, P.C.'s Phillips Adr Enterprises, P.C. 401(k) Plan reported $3M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,141 in Professional & Technical Services (20,173 peers)

Phillips Adr Enterprises, P.C. multi-year trail

Phillips Adr Enterprises, P.C.'s plans moved +64.7% in assets from 2022 to 2024; this filing shows Phillips Adr Enterprises, P.C. 401(k) Plan at $3M / 12 participants.

#6,141
in Professional & Technical Services (20,173 peers)
+24.0%
assets growth YoY

Phillips Adr Enterprises, P.C. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Phillips Adr Enterprises, P.C. 401(k) Plan vs every filed plan by assets

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

$2,982,054 34th percentile higher than 34% 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 Adr Enterprises, P.C. 401(k) 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 Adr Enterprises, P.C. 401(k) Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Phillips Adr Enterprises, P.C. 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Phillips Adr Enterprises, P.C. 401(k) Plan reported participants rose from 11 in the plan year 2023 filing to 12 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 471443680 · Phillips Adr Enterprises, P.C. PY 2024 · 401(k)

Phillips Adr Enterprises, P.C. 401(k) Plan · $3M · 12 · 34th

  • EBSA $3M
  • EBSA 12
  • EBSA 34th
  • EBSA 401(k)
  • EBSA near Law Office of Gary R. Poole, P.a. 401(k) Plan
  • EBSA ind #6141

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 Adr Enterprises, P.C. 401(k) Plan in the asset neighbourhood

Phillips Adr Enterprises, P.C. 401(k) PlanPhillips Adr Enterprises, P.…$3MLaw Office of Gary R. Poole, P.a. 401(k) PlanLaw Office of Gary R. Poole,…$3MAdvanced Building Corporation Safe Harbor 401(k) PlanAdvanced Building Corporatio…$3MNavig8 America LLC 401(k) PlanNavig8 America LLC 401(k) Pl…$3MChildren's Discovery Center 401(k) PlanChildren's Discovery Center …$3M
End-of-year total assets ($M) among Phillips Adr Enterprises, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Phillips Adr Enterprises, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Phillips Adr Enterprises, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 64.68494220392176% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.81M $2.98M ▲ +64.6%
Year Plans Participants Total Assets
2022 1 11 $2M
2023 1 11 $2M
2024 1 12 $3M

Phillips Adr Enterprises, P.C. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$577K
Employer EIN471443680
Plan Effective Date2014-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Phillips Adr Enterprises, P.C. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Phillips Adr Enterprises, P.C. 401(k) Plan, Total assets ($B): 0.002982054 · Participants: 12Phillips Adr Enterprises, P.C. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Phillips Adr Enterprises, P.C. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Phillips Adr Enterprises, P.C. 401(k) Plan side-by-side with 3 peers →

Phillips Adr Enterprises, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Law Office of Gary R. Poole, P.a. 401(k) Plan in NC ($3M); by covered participants it is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Adr Enterprises, P.C. 401(k) Plan assets move in 2024? ▼
Phillips Adr Enterprises, P.C. 401(k) Plan grew sharply - up 24.0% during 2024, from $2M to $3M. Reported net income was $577K.
How have Phillips Adr Enterprises, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phillips Adr Enterprises, P.C.'s sponsor-wide assets grew 64.7%, from $2M to $3M.
Which 401(k) plans are similar in size to Phillips Adr Enterprises, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Law Office of Gary R. Poole, P.a. 401(k) Plan in NC ($3M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Phillips Adr Enterprises, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants, $9M 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 471443680.

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.