401(k) · DOL Form 5500 · 2024

Phil Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 173
Participants Small participant base: 40th
Percentile by assets National rank: $26,598
Avg per participant Low balance/head

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Official DOL plan name: Phil 401(k) Plan · Sponsored by Phil Inc. · California · Information & Media

$5M in assets, 173 participants

Phil Inc.'s Phil 401(k) Plan reported $5M in total assets and 173 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

#682 in Information & Media (2,822 peers)

Coverage in California

Phil 401(k) Plan covers 173 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $5M.

#682
in Information & Media (2,822 peers): +32.0%
assets growth YoY

Phil 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Phil 401(k) Plan vs every filed plan by assets

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

$4,601,380 40th percentile higher than 40% 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

Phil 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. Phil 401(k) Plan sits mid-pack in the medium band (173 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Phil 401(k) Plan reported participants rose from 127 in the plan year 2023 filing to 173 in the plan year 2024 filing.
Phil 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Phil 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 474554128 · Phil Inc. PY 2024 · 401(k)

Phil 401(k) Plan · $5M · 173 · 40th

VS-ST $5M
VS-ST 173
VS-ST 40th
VS-ST 401(k)
VS-ST near Auto Ranch Group 401(k) Plan
VS-ST ind #682

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 Information & Media retirement plans → · Plans in California →

End-of-year total assets ($M) among Phil 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$5M
Net Income	$1M
Employer EIN	474554128
Plan Effective Date	2016-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Phil Inc.)

Latest sponsor-wide plan assets: $5M 138.0850867870326% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	99	$2M
2023	1	127	$3M
2024	1	173	$5M

Nearby 401(k) Plans in California

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

Phil 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare Phil 401(k) Plan side-by-side with 3 peers →

Phil 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Auto Ranch Group 401(k) Plan in ID ($5M); by covered participants it is Ims Logistics 401(k) Employee Retirement Plan in MS (173 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Auto Ranch Group 401(k) Plan (ID) $5M · 185
Employees Profit Sharing and Salary Reduction Plan of G&g Oil Co. of Indiana, Inc. (IN) $5M · 44
Harrison Group, Inc. 401(k) Plan (IA) $5M · 20
Truluck's Restaurant Group 401(k) Plan (TX) $5M · 443

Similar participant headcount

Nearest other-state filings by covered participants (173 participants); asset peers above are excluded.

Ims Logistics 401(k) Employee Retirement Plan (MS) 173 · 0 off
Milo's Hamburgers 401(k) Plan (AL) 173 · 0 off
Davenport Companies 401(k) Profit Sharing Plan (MA) 173 · 0 off
Passavant Memorial Homes 401(k) Plan (PA) 173 · 0 off

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 Phil 401(k) Plan assets move in 2024? ▼

Phil 401(k) Plan surged - up 32.0% during 2024, from $3M to $5M. Reported net income was $1M.

How have Phil Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Phil Inc.'s sponsor-wide assets grew 138.1%, from $2M to $5M.

Which 401(k) plans are similar in size to Phil 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Auto Ranch Group 401(k) Plan in ID ($5M, 185 participants).

Which 401(k) plans cover a similar participant headcount to Phil 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Ims Logistics 401(k) Employee Retirement Plan in MS (173 participants, $837K 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 474554128.