401(k) · DOL Form 5500 · 2024

Phe, Inc. 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
256
Participants Below avg headcount
81st
Percentile by assets National rank
$153,943
Avg per participant Above avg balance/head
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Official DOL plan name: Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust · Sponsored by Phe, Inc. · North Carolina · Retail Trade

$39M in assets, 256 participants

Phe, Inc.'s Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust reported $39M in total assets and 256 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,174 in Retail Trade (8,048 peers)

Coverage in North Carolina

Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust covers 256 participants in North Carolina, about 31% of the average North Carolina filer (state average ~819 per filing). Assets: $39M.

#7,174
in Retail Trade (8,048 peers)
+2.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust's outsized position by total assets

Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust vs every filed plan by assets

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

$39,409,374 Top 19% higher than 81% 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

Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust 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. Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust sits mid-pack in the medium band (256 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust reported net income fell from $4M in the plan year 2023 filing to $795K in the plan year 2024 filing.
  • Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust reported participants rose from 250 in the plan year 2023 filing to 256 in the plan year 2024 filing.
  • Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust end-of-year assets rose from $39M in the plan year 2023 filing to $39M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 561335746 · Phe, Inc. PY 2024 · 401(k)

Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust · $39M · 256 · 81st

  • IND $39M
  • EOY 256
  • 5500 81st
  • ASSETS 401(k)
  • PCT near Inductoheat, Inc. Retirement Savings Plan
  • EIN ind #7174

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 Retail Trade retirement plans → · Plans in North Carolina →

Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust in the asset neighbourhood

Phe, Inc. Employees 401(k) and Profit Sharing Plan and TrustPhe, Inc. Employees 401(k) a…$39MInductoheat, Inc. Retirement Savings PlanInductoheat, Inc. Retirement…$39MAdvancion Corporation 401(k) and Profit Sharing PlanAdvancion Corporation 401(k)…$39MPro2serve 401(k) Plan$39MIndoff, LLC Retirement Savings PlanIndoff, LLC Retirement Savin…$39M
End-of-year total assets ($M) among Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$39M
Net Income$795K
Employer EIN561335746
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phe, Inc.)

Sponsor-wide plan assets over time

All Phe, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 13.913713023992615% vs 2022
2024 filing year
$34M$36M$38M$40M 202220232024 $34.6M $39.4M ▲ +13.9%
Year Plans Participants Total Assets
2022 1 259 $35M
2023 1 250 $39M
2024 1 256 $39M

Nearby 401(k) Plans in North Carolina

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

Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust, Total assets ($B): 0.039409374 · Participants: 256Phe, Inc. Employees 401(k) and Profit Sharing Plan and TrustThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust side-by-side with 3 peers →

Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Inductoheat, Inc. Retirement Savings Plan in MI ($39M); by covered participants it is The Architect 401(k) Plan the Printer, Inc. in IA (256 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($39M here).

Similar participant headcount

Nearest other-state filings by covered participants (256 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 Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust assets move in 2024? ▼
Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust edged up modestly - up 2.1% during 2024, from $39M to $39M. Reported net income was $795K.
How have Phe, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phe, Inc.'s sponsor-wide assets grew 13.9%, from $35M to $39M.
Where does Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Inductoheat, Inc. Retirement Savings Plan in MI ($39M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Architect 401(k) Plan the Printer, Inc. in IA (256 participants, N/A 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 561335746.

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.