401(k) · DOL Form 5500 · 2024
Phillips & Cohen Associates, Ltd 401(k) Plan
Data updated 2026-08-11
- $11M
- Total assets
- 260
- Participants
- 57th
- Percentile by assets
- $41,469
- Avg per participant
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.
- 57th percentile by assets (of 123,622 plans)
- #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.
- $11M
- total plan assets (2024 EOY)
- 260
- covered participants
- 57th
- percentile by assets (of 123,622 plans)
- $41,469
- avg assets per participant
Where Phillips & Cohen Associates 401(k) Plan sits by total assets
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
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.
Participants vs Delaware filers
In Delaware, the average filing covers about 536 participants across 397 plans. Phillips & Cohen Associates 401(k) Plan reports 260 participants - about 49% of that state average ($11M EOY assets).
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)
| 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.
Phillips & Cohen Associates 401(k) Plan vs. nearby 401(k) plans in Delaware, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Phillips & Cohen Associates 401(k) Plan by total assets, not by location.
Frequently Asked Questions
How did Phillips & Cohen Associates 401(k) Plan assets move in 2024? ▼
How have Phillips & Cohen Associates, Ltd plan assets changed over time? ▼
Which 401(k) plans are similar in size to Phillips & Cohen Associates 401(k) Plan? ▼
Next read for Phillips & Cohen Associates 401(k) Plan
Filing takeaways
Ways to act on Phillips & Cohen Associates 401(k) Plan's numbers.
- By total assets, Phillips & Cohen Associates 401(k) Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Delaware. Compare plans
- Phillips & Cohen Associates, Ltd's sponsor-wide assets have grown 78.0% since 2022 across 3 plan years on file. More Administrative & Support Services plans