401(k) · DOL Form 5500 · 2024

Phreesia, Inc. 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
959
Participants Near avg headcount
84th
Percentile by assets National rank
$52,053
Avg per participant Low balance/head
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Official DOL plan name: Phreesia, Inc. 401(k) Plan · Sponsored by Phreesia, Inc. · North Carolina · Professional & Technical Services

$50M in assets, 959 participants

Phreesia, Inc.'s Phreesia, Inc. 401(k) Plan reported $50M in total assets and 959 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,136 in Professional & Technical Services (20,173 peers)

Where Phreesia, Inc. 401(k) Plan sits by assets

Phreesia, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $50M for 959 participants (~$52,053/participant), up 27.9% in 2024.

#17,136
in Professional & Technical Services (20,173 peers)
+27.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Phreesia, Inc. 401(k) Plan's outsized position by total assets

Phreesia, Inc. 401(k) Plan vs every filed plan by assets

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

$49,919,097 Top 16% higher than 84% 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

Phreesia, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phreesia, Inc. 401(k) Plan sits mid-pack in the medium band (959 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Phreesia, Inc. 401(k) Plan end-of-year assets rose from $39M in the plan year 2023 filing to $50M in the plan year 2024 filing.
  • Phreesia, Inc. 401(k) Plan reported net income fell from $14M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Phreesia, Inc. 401(k) Plan reported participants fell from 1,080 in the plan year 2023 filing to 959 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 202275479 · Phreesia, Inc. PY 2024 · 401(k)

Phreesia, Inc. 401(k) Plan · $50M · 959 · 84th

  • 5500 $50M
  • 5500 959
  • 5500 84th
  • 5500 401(k)
  • 5500 near Momentum Textiles, LLC 401(k) Plan
  • 5500 ind #17136

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 North Carolina →

Phreesia, Inc. 401(k) Plan in the asset neighbourhood

Coastal Construction Group 401(k) PlanCoastal Construction Group 4…$50MPhreesia, Inc. 401(k) Plan$50MMomentum Textiles, LLC 401(k) PlanMomentum Textiles, LLC 401(k…$50MValcor Engineering Corporation 401(k) Thrift Savings PlanValcor Engineering Corporati…$50MThe Burkhart Dental Supply Co. Profit Sharing and 401(k) Plan and TrustThe Burkhart Dental Supply C…$50M
End-of-year total assets ($M) among Phreesia, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$50M
Net Income$11M
Employer EIN202275479
Plan Effective Date2007-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phreesia, Inc.)

Sponsor-wide plan assets over time

All Phreesia, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 99.81118862029079% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $25M $49.9M ▲ +99.8%
Year Plans Participants Total Assets
2022 1 1,088 $25M
2023 1 1,080 $39M
2024 1 959 $50M

Nearby 401(k) Plans in North Carolina

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

Phreesia, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Phreesia, Inc. 401(k) Plan, Total assets ($B): 0.049919097 · Participants: 959Phreesia, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Phreesia, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Phreesia, Inc. 401(k) Plan side-by-side with 3 peers →

Phreesia, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Momentum Textiles, LLC 401(k) Plan in CA ($50M); by covered participants it is Bert Ogden Auto Group 401(k) Plan in TX (959 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (959 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 Phreesia, Inc. 401(k) Plan assets move in 2024? ▼
Phreesia, Inc. 401(k) Plan grew sharply - up 27.9% during 2024, from $39M to $50M. Reported net income was $11M.
How have Phreesia, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phreesia, Inc.'s sponsor-wide assets grew 99.8%, from $25M to $50M.
Where does Phreesia, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Phreesia, Inc. 401(k) Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Phreesia, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Momentum Textiles, LLC 401(k) Plan in CA ($50M, 242 participants).
Which 401(k) plans cover a similar participant headcount to Phreesia, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bert Ogden Auto Group 401(k) Plan in TX (959 participants, $2M 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 202275479.

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.