Profit Sharing · DOL Form 5500 · 2024

Phillips Law Partners, LLP Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
7
Participants Small participant base
52nd
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Phillips Law Partners, LLP Profit Sharing Plan · Sponsored by Phillips Law Partners, LLP · California · Professional & Technical Services

$9M in assets, 7 participants

Phillips Law Partners, LLP's Phillips Law Partners, LLP Profit Sharing Plan reported $9M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,206 in Professional & Technical Services (20,173 peers)

Phillips Law Partners, LLP multi-year trail

Phillips Law Partners, LLP's plans moved +22.7% in assets from 2022 to 2024; this filing shows Phillips Law Partners, LLP Profit Sharing Plan at $9M / 7 participants.

#10,206
in Professional & Technical Services (20,173 peers)
+11.4%
assets growth YoY

Phillips Law Partners, LLP Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Phillips Law Partners, LLP Profit Sharing Plan vs every filed plan by assets

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

$8,573,450 Top 48% higher than 52% 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

Phillips Law Partners, LLP 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. Phillips Law Partners, LLP Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Phillips Law Partners, LLP Profit Sharing Plan reported net income rose from $708K in the plan year 2023 filing to $881K in the plan year 2024 filing.
  • Phillips Law Partners, LLP Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 273707378 · Phillips Law Partners, LLP PY 2024 · Profit Sharing

Phillips Law Partners, LLP Profit Sharing Plan · $9M · 7 · 52nd

  • 5500 $9M
  • 5500 7
  • 5500 52nd
  • 5500 Profit Sharing
  • 5500 near Greatcare, Inc. Retirement Plan and Trust
  • 5500 ind #10206

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 California →

Phillips Law Partners, LLP Profit Sharing Plan in the asset neighbourhood

Able Sales Co. Inc. Savings and Investment PlanAble Sales Co. Inc. Savings …$9MSmith Pump Company, Inc. 401(k) PlanSmith Pump Company, Inc. 401…$9MGreatcare, Inc. Retirement Plan and TrustGreatcare, Inc. Retirement P…$9MPhillips Law Partners, LLP Profit Sharing PlanPhillips Law Partners, LLP P…$9MAnthony Napolitano, M.D., P.C. Profit Sharing Plan & TrustAnthony Napolitano, M.D., P.…$9M
End-of-year total assets ($M) among Phillips Law Partners, LLP Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Phillips Law Partners, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Phillips Law Partners, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$9M 22.739467550836924% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M$8.5M$9M 202220232024 $6.99M $8.57M ▲ +22.6%
Year Plans Participants Total Assets
2022 1 8 $7M
2023 1 7 $8M
2024 1 7 $9M

Phillips Law Partners, LLP filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$881K
Employer EIN273707378
Plan Effective Date1981-04-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Phillips Law Partners, LLP Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Phillips Law Partners, LLP Profit Sharing Plan, Total assets ($B): 0.00857345 · Participants: 7Phillips Law Partners, LLP Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Phillips Law Partners, LLP Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Phillips Law Partners, LLP Profit Sharing Plan side-by-side with 3 peers →

Phillips Law Partners, LLP Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Greatcare, Inc. Retirement Plan and Trust in NY ($9M); by covered participants it is A&a Outdoors Inc. Retirement Plan in TN (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Phillips Law Partners, LLP Profit Sharing Plan assets move in 2024? ▼
Phillips Law Partners, LLP Profit Sharing Plan grew at a solid clip - up 11.4% during 2024, from $8M to $9M. Reported net income was $881K.
How have Phillips Law Partners, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phillips Law Partners, LLP's sponsor-wide assets grew 22.7%, from $7M to $9M.
Which Profit Sharing plans are similar in size to Phillips Law Partners, LLP Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Greatcare, Inc. Retirement Plan and Trust in NY ($9M, 1,535 participants).
Which Profit Sharing plans cover a similar participant headcount to Phillips Law Partners, LLP Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is A&a Outdoors Inc. Retirement Plan in TN (7 participants, $199K 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 273707378.

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.