401(k) · DOL Form 5500 · 2024
Royce Phillips Investments, Inc. 401(k) Plan
Data updated 2026-08-25
- $502K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $501,842
- Avg per participant High balance/head
Official DOL plan name: Royce Phillips Investments, Inc. 401(k) Profit Sharing Plan · Sponsored by Royce Phillips Investments, Inc. · Texas · Finance & Insurance
$502K in assets, 1 participants
Royce Phillips Investments, Inc.'s Royce Phillips Investments, Inc. 401(k) Profit Sharing Plan reported $502K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 18th 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.
- #816 in Finance & Insurance (8,549 peers)
What the 2024 filing shows
Royce Phillips Investments, Inc. 401(k) Profit Sharing Plan holds $502K for 1 participant - about $501,842 per participant, among the smaller plans by assets on file.
- #816
- in Finance & Insurance (8,549 peers)
- +2.2%
- assets growth YoY
Royce Phillips Investments, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Royce Phillips Investments, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$501,842 18th percentile higher than 18% 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
Royce Phillips Investments, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Royce Phillips Investments, Inc. 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Royce Phillips Investments, Inc. 401(k) Profit Sharing Plan reported net income rose from -$57K in the plan year 2023 filing to $11K in the plan year 2024 filing.
- Royce Phillips Investments, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $491K in the plan year 2023 filing to $502K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 814884747 · Royce Phillips Investments, Inc. PY 2024 · 401(k)
Royce Phillips Investments, Inc. 401(k) Profit Sharing Plan · $502K · 1 · 18th
- BOOK $502K
- VS-ST 1
- BOY 18th
- SCH 401(k)
- EBSA near Peak Rei 401(k)
- PART ind #816
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 Finance & Insurance retirement plans → · Plans in Texas →
Royce Phillips Investments, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $491K |
|---|---|
| Net Assets (End of Year) | $502K |
| Net Income | $11K |
| Employer EIN | 814884747 |
| Plan Effective Date | 2017-01-10 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Royce Phillips Investments, Inc.)
Sponsor-wide plan assets over time
All Royce Phillips Investments, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $502K 8.340365219741884% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $548K |
| 2023 | 1 | 1 | $491K |
| 2024 | 1 | 1 | $502K |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Royce Phillips Investments, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Peak Rei 401(k) in VA ($502K); by covered participants it is The Directed Account Plan Staff 401(K ) Plan in MO (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($502K here).
- Peak Rei 401(k) (VA) $502K · 1
- Brian P. Mcpartland, Dmd, PC 401(k) Profit Sharing Plan (MA) $502K · 7
- Back Nine Ventures Corp. 401(k) Plan (FL) $502K · N/A
- La Bola De Oro, Inc. 401(k) Profit Sharing Plan (FL) $502K · 3
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.