Other · DOL Form 5500 · 2024

The Phillips Collection Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
176
Participants Small participant base
67th
Percentile by assets National rank
$96,207
Avg per participant Below avg balance/head
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Official DOL plan name: The Phillips Collection Tax Deferred Plan · Sponsored by The Phillips Collection · District of Columbia · Arts, Entertainment & Recreation

$17M in assets, 176 participants

The Phillips Collection's The Phillips Collection Tax Deferred Plan reported $17M in total assets and 176 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #2,349 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in District of Columbia

The Phillips Collection Tax Deferred Plan covers 176 participants in District of Columbia, about 12% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $17M.

#2,349
in Arts, Entertainment & Recreation (2,921 peers)
+12.3%
assets growth YoY

The Phillips Collection Tax Deferred Plan's outsized position by total assets

The Phillips Collection Tax Deferred Plan vs every filed plan by assets

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

$16,932,475 Top 33% higher than 67% 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

The Phillips Collection Tax Deferred 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. The Phillips Collection Tax Deferred Plan sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Phillips Collection Tax Deferred Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • The Phillips Collection Tax Deferred Plan end-of-year assets rose from $15M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • The Phillips Collection Tax Deferred Plan reported participants fell from 196 in the plan year 2023 filing to 176 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 530204620 · The Phillips Collection PY 2024 · Other

The Phillips Collection Tax Deferred Plan · $17M · 176 · 67th

  • BOY $17M
  • SCH 176
  • EBSA 67th
  • PART Other
  • TYPE near St. Stephen's Episcopal School Retirement Plan
  • NET ind #2349

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 Arts, Entertainment & Recreation retirement plans → · Plans in District of Columbia →

The Phillips Collection Tax Deferred Plan in the asset neighbourhood

Dunn School DC Retirement PlanDunn School DC Retirement Pl…$17MDothouse Health 403(b) Retirement PlanDothouse Health 403(b) Retir…$17MSt. Stephen's Episcopal School Retirement PlanSt. Stephen's Episcopal Scho…$17MThe Phillips Collection Tax Deferred PlanThe Phillips Collection Tax …$17MGreat Plains Regional Medical Center Retirement Savings PlanGreat Plains Regional Medica…$17M
End-of-year total assets ($M) among The Phillips Collection Tax Deferred Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

District of Columbia filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN530204620
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Phillips Collection)

Sponsor-wide plan assets over time

All The Phillips Collection plans reported in each filing year

Latest sponsor-wide plan assets
$17M 36.446944522721864% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.4M $16.9M ▲ +36.4%
Year Plans Participants Total Assets
2022 1 169 $12M
2023 1 196 $15M
2024 1 176 $17M

Nearby Other Plans in District of Columbia

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

The Phillips Collection Tax Deferred Plan vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -10123 Total assets ($B) Participants The Phillips Collection Tax Deferred Plan, Total assets ($B): 0.016932475 · Participants: 176The Phillips Collection Tax Deferred PlanInt'l Brotherhood of Electrical Workers' Pension Benefit Fund, Total assets ($B): 2.75808979 · Participants: 450729Int'l Brotherhood of Electrical Workers' Pension Benefit FundGeorgetown University Defined Contribution Retirement Plan, Total assets ($B): 2.450782108 · Participants: 4882Georgetown University Defined Contribution Retirement PlanAmerican University Defined Contribution Retirement Plan, Total assets ($B): 1.352129486 · Participants: 5480American University Defined Contribution Retirement PlanHoward University Savings Plan, Total assets ($B): 1.199524542 · Participants: 6543Howard University Savings PlanGeorgetown University Voluntary Contribution Retirement Plan, Total assets ($B): 0.979239156 · Participants: 14512Georgetown University Voluntary Contribution Retirement Plan
The Phillips Collection Tax Deferred Plan vs. nearby Other plans in District of Columbia, assets vs. participants
Compare The Phillips Collection Tax Deferred Plan side-by-side with 3 peers →

The Phillips Collection Tax Deferred Plan's out-of-state Other peers by assets and headcount

Outside District of Columbia, the nearest Other by assets is St. Stephen's Episcopal School Retirement Plan in FL ($17M); by covered participants it is City Union Mission Inc. Employees Retirement Plan in MO (176 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (176 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 The Phillips Collection Tax Deferred Plan assets move in 2024? ▼
The Phillips Collection Tax Deferred Plan grew at a solid clip - up 12.3% during 2024, from $15M to $17M. Reported net income was $2M.
How have The Phillips Collection plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Phillips Collection's sponsor-wide assets grew 36.4%, from $12M to $17M.
Which Other plans are similar in size to The Phillips Collection Tax Deferred Plan? ▼
Among Other plans in other states, the closest by assets is St. Stephen's Episcopal School Retirement Plan in FL ($17M, 112 participants).
Which Other plans cover a similar participant headcount to The Phillips Collection Tax Deferred Plan? ▼
Among Other plans in other states, the closest by covered participants is City Union Mission Inc. Employees Retirement Plan in MO (176 participants, $4M 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 530204620.

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.