401(k) · DOL Form 5500 · 2024
Phillips & Cohen Associates, Ltd 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 260
- Participants Below avg headcount
- 57th
- Percentile by assets National rank
- $41,469
- Avg per participant Low balance/head
Official DOL plan name: Phillips & Cohen Associates 401(k) Plan · Sponsored by Phillips & Cohen Associates, Ltd · Delaware · Administrative & Support Services
$11M in assets, 260 participants
Phillips & Cohen Associates, Ltd's Phillips & Cohen Associates 401(k) Plan reported $11M in total assets and 260 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.
- #3,328 in Administrative & Support Services (4,368 peers)
Coverage in Delaware
Phillips & Cohen Associates 401(k) Plan covers 260 participants in Delaware, about 49% of the average Delaware filer (state average ~536 per filing). Assets: $11M.
- #3,328
- in Administrative & Support Services (4,368 peers)
- +31.0%
- assets growth YoY
Phillips & Cohen Associates 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers
Phillips & Cohen Associates 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,781,876 Top 43% higher than 57% 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 & Cohen Associates 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. Phillips & Cohen Associates 401(k) Plan sits mid-pack in the medium band (260 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Phillips & Cohen Associates 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Phillips & Cohen Associates 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Phillips & Cohen Associates 401(k) Plan reported participants fell from 266 in the plan year 2023 filing to 260 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 223527610 · Phillips & Cohen Associates, Ltd PY 2024 · 401(k)
Phillips & Cohen Associates 401(k) Plan · $11M · 260 · 57th
- TYPE $11M
- TYPE 260
- TYPE 57th
- TYPE 401(k)
- TYPE near Anchor-Harvey Components, LLC Thrift Plan
- TYPE ind #3328
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 Delaware →
Phillips & Cohen Associates 401(k) Plan in the asset neighbourhood
Delaware filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $3M |
| Employer EIN | 223527610 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Phillips & Cohen Associates, Ltd)
Sponsor-wide plan assets over time
All Phillips & Cohen Associates, Ltd plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 77.95192832987009% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 267 | $6M |
| 2023 | 1 | 266 | $8M |
| 2024 | 1 | 260 | $11M |
Nearby 401(k) Plans in Delaware
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Astrazeneca Savings and Security Plan $8.6B · 17,175
- Retirement Savings Plan $7.0B · 9,658
- Dupont Retirement Savings Plan $3.4B · 9,391
- Wl Gore & Associates, Inc. 401(k) Plan $2.0B · 8,887
- Ashland Employee Savings Plan $1.3B · 1,405
Phillips & Cohen Associates 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Delaware, the nearest 401(k) by assets is Anchor-Harvey Components, LLC Thrift Plan in IL ($11M); by covered participants it is Keystone Natural Holdings 401(k) Plan in PA (260 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (260 participants); asset peers above are excluded.
- Keystone Natural Holdings 401(k) Plan (PA) 260 · 0 off
- Froehling & Robertson, Inc. 401(k) Plan (VA) 260 · 0 off
- Tendercare Home Health Services Retirement Plan (IN) 260 · 0 off
- Matrix Adhesives Group 401(k) Plan (OH) 260 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.