401(k) · DOL Form 5500 · 2024
Phillips and Company Advisors, LLC 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 22
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $532,215
- Avg per participant High balance/head
Official DOL plan name: Phillips and Company Advisors 401(k) Profit Sharing Plan and Trust · Sponsored by Phillips and Company Advisors, LLC · Oregon · Finance & Insurance
$12M in assets, 22 participants
Phillips and Company Advisors, LLC's Phillips and Company Advisors 401(k) Profit Sharing Plan and Trust reported $12M in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.
- #3,683 in Finance & Insurance (8,549 peers)
Phillips and Company Advisors, LLC multi-year trail
Phillips and Company Advisors, LLC's plans moved +40.4% in assets from 2022 to 2024; this filing shows Phillips and Company Advisors 401(k) Profit Sharing Plan and Trust at $12M / 22 participants.
- #3,683
- in Finance & Insurance (8,549 peers)
- +17.5%
- assets growth YoY
Phillips and Company Advisors 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers
Phillips and Company Advisors 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,708,721 Top 41% higher than 59% 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
Phillips and Company Advisors 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phillips and Company Advisors 401(k) Profit Sharing Plan and Trust is a small filing (22 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Phillips and Company Advisors 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Phillips and Company Advisors 401(k) Profit Sharing Plan and Trust reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Phillips and Company Advisors 401(k) Profit Sharing Plan and Trust reported participants rose from 21 in the plan year 2023 filing to 22 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 453709458 · Phillips and Company Advisors, LLC PY 2024 · 401(k)
Phillips and Company Advisors 401(k) Profit Sharing Plan and Trust · $12M · 22 · 59th
- PART $12M
- PART 22
- PART 59th
- PART 401(k)
- PART near Shockco Oil Tools Inc. 401(k) Plan
- PART ind #3683
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 Oregon →
Phillips and Company Advisors 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Phillips and Company Advisors, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Phillips and Company Advisors, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 40.35975581687513% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19 | $8M |
| 2023 | 1 | 21 | $10M |
| 2024 | 1 | 22 | $12M |
Phillips and Company Advisors, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 453709458 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 37,293
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.7B · 8,431
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.5B · 17,047
- Xpo Logistics Retirement Savings Plan $1.9B · 5,689
- Pacificorp K Plus Employee Savings Plan $1.8B · 5,201
Phillips and Company Advisors 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Shockco Oil Tools Inc. 401(k) Plan in UT ($12M); by covered participants it is Reed & Witting Company Profit Sharing Plan in PA (22 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Shockco Oil Tools Inc. 401(k) Plan (UT) $12M · 13
- New Engen 401(k) Plan (WA) $12M · 305
- Rdh Building Science 401(k) Retirement Plan (WA) $12M · 134
- Jsh Properties Incorporated 401(k) Profit Sharing Plan & Trust (WA) $12M · 83
Similar participant headcount
Nearest other-state filings by covered participants (22 participants); asset peers above are excluded.
- Reed & Witting Company Profit Sharing Plan (PA) 22 · 0 off
- Lycera Corp 401(k) Plan (PA) 22 · 0 off
- H3meier Corporation 401(k) Plan (NE) 22 · 0 off
- Ben Rentals Inc. 401(k) Profit Sharing Plan and Trust (NY) 22 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.