401(k) · DOL Form 5500 · 2024

The Phia Group, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
195
Participants Below avg headcount
61st
Percentile by assets National rank
$64,800
Avg per participant Low balance/head
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Official DOL plan name: The Phia Group, LLC 401(k) Plan · Sponsored by The Phia Group, LLC · Massachusetts · Professional & Technical Services

$13M in assets, 195 participants

The Phia Group, LLC's The Phia Group, LLC 401(k) Plan reported $13M in total assets and 195 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,002 in Professional & Technical Services (20,173 peers)

Coverage in Massachusetts

The Phia Group, LLC 401(k) Plan covers 195 participants in Massachusetts, about 30% of the average Massachusetts filer (state average ~659 per filing). Assets: $13M.

#12,002
in Professional & Technical Services (20,173 peers)
+29.8%
assets growth YoY

The Phia Group, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

The Phia Group, LLC 401(k) Plan vs every filed plan by assets

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

$12,636,077 Top 39% higher than 61% 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 Phia Group, LLC 401(k) 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 Phia Group, LLC 401(k) Plan sits mid-pack in the medium band (195 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Phia Group, LLC 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • The Phia Group, LLC 401(k) Plan reported participants rose from 176 in the plan year 2023 filing to 195 in the plan year 2024 filing.
  • The Phia Group, LLC 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 043504115 · The Phia Group, LLC PY 2024 · 401(k)

The Phia Group, LLC 401(k) Plan · $13M · 195 · 61st

  • EIN $13M
  • RANK 195
  • PHOTO 61st
  • IND 401(k)
  • EOY near Blast Cleaning Technologies 401(k) Plan
  • 5500 ind #12002

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 Massachusetts →

The Phia Group, LLC 401(k) Plan in the asset neighbourhood

The Phia Group, LLC 401(k) PlanThe Phia Group, LLC 401(k) P…$13MBlast Cleaning Technologies 401(k) PlanBlast Cleaning Technologies …$13MWolverine Tube Savings Plan$13MQuatrro Fpo Solutions LLC 401(k) PlanQuatrro Fpo Solutions LLC 40…$13MCrm Employee Savings & Investment PlanCrm Employee Savings & Inves…$13M
End-of-year total assets ($M) among The Phia Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN043504115
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Phia Group, LLC)

Sponsor-wide plan assets over time

All The Phia Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 81.71974631295672% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $6.95M $12.6M ▲ +81.9%
Year Plans Participants Total Assets
2022 1 180 $7M
2023 1 176 $10M
2024 1 195 $13M

Nearby 401(k) Plans in Massachusetts

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

The Phia Group, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants The Phia Group, LLC 401(k) Plan, Total assets ($B): 0.012636077 · Participants: 195The Phia Group, LLC 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
The Phia Group, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare The Phia Group, LLC 401(k) Plan side-by-side with 3 peers →

The Phia Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Blast Cleaning Technologies 401(k) Plan in WI ($13M); by covered participants it is Greenhill & Co., Inc. 401(k) Profit Sharing Plan in NY (195 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (195 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 Phia Group, LLC 401(k) Plan assets move in 2024? ▼
The Phia Group, LLC 401(k) Plan grew sharply - up 29.8% during 2024, from $10M to $13M. Reported net income was $3M.
How have The Phia Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Phia Group, LLC's sponsor-wide assets grew 81.7%, from $7M to $13M.
Which 401(k) plans are similar in size to The Phia Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Blast Cleaning Technologies 401(k) Plan in WI ($13M, 246 participants).
Which 401(k) plans cover a similar participant headcount to The Phia Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greenhill & Co., Inc. 401(k) Profit Sharing Plan in NY (195 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 043504115.

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.