401(k) · DOL Form 5500 · 2024

Phd Manufacturing Inc 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
95
Participants Small participant base
45th
Percentile by assets National rank
$61,723
Avg per participant Low balance/head
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Official DOL plan name: Phd Manufacturing Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Phd Manufacturing Inc · Ohio · Manufacturing

$6M in assets, 95 participants

Phd Manufacturing Inc's Phd Manufacturing Inc 401(k) Profit Sharing Plan & Trust reported $6M in total assets and 95 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #5,025 in Manufacturing (17,777 peers)

What the 2024 filing shows

Phd Manufacturing Inc 401(k) Profit Sharing Plan & Trust holds $6M for 95 participants - about $61,723 per participant, in the lower half of filed plans by assets.

#5,025
in Manufacturing (17,777 peers)
+2.3%
assets growth YoY

Phd Manufacturing Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Manufacturing and all filers

Phd Manufacturing Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$5,863,700 45th percentile higher than 45% 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

Phd Manufacturing Inc 401(k) Profit Sharing Plan & 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. Phd Manufacturing Inc 401(k) Profit Sharing Plan & Trust is a small filing (95 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Phd Manufacturing Inc 401(k) Profit Sharing Plan & Trust reported net income rose from -$384K in the plan year 2023 filing to $130K in the plan year 2024 filing.
  • Phd Manufacturing Inc 401(k) Profit Sharing Plan & Trust reported participants fell from 100 in the plan year 2023 filing to 95 in the plan year 2024 filing.
  • Phd Manufacturing Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 341098720 · Phd Manufacturing Inc PY 2024 · 401(k)

Phd Manufacturing Inc 401(k) Profit Sharing Plan & Trust · $6M · 95 · 45th

  • ASSETS $6M
  • PCT 95
  • EIN 45th
  • RANK 401(k)
  • PHOTO near Zbeta 401(k) Plan
  • IND ind #5025

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 Manufacturing retirement plans → · Plans in Ohio →

Phd Manufacturing Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Phd Manufacturing Inc 401(k) Profit Sharing Plan & TrustPhd Manufacturing Inc 401(k)…$6MZbeta 401(k) Plan$6MDesert Physicians Management L 401(k) Profit Sharing Plan & TrustDesert Physicians Management…$6MAtlantis Management Group, LLC 401(k) Profit Sharing PlanAtlantis Management Group, L…$6MMid-America Pet Food 401(k) PlanMid-America Pet Food 401(k) …$6M
End-of-year total assets ($M) among Phd Manufacturing Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$130K
Employer EIN341098720
Plan Effective Date2003-11-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Phd Manufacturing Inc)

Sponsor-wide plan assets over time

All Phd Manufacturing Inc plans reported in each filing year

Latest sponsor-wide plan assets
$6M 4.137972525557431% vs 2022
2024 filing year
$5.6M$5.8M$6M$6.2M 202220232024 $6.12M $5.86M ▼ -4.2%
Year Plans Participants Total Assets
2022 1 109 $6M
2023 1 100 $6M
2024 1 95 $6M

Nearby 401(k) Plans in Ohio

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

Phd Manufacturing Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Phd Manufacturing Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.0058637 · Participants: 95Phd Manufacturing Inc 401(k) Profit Sharing Plan & TrustGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Phd Manufacturing Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants

Phd Manufacturing Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Zbeta 401(k) Plan in WA ($6M); by covered participants it is Galatea Associates 401(k) Plan in MA (95 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (95 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 Phd Manufacturing Inc 401(k) Profit Sharing Plan & Trust assets move in 2024?
Phd Manufacturing Inc 401(k) Profit Sharing Plan & Trust edged up modestly - up 2.3% during 2024, from $6M to $6M. Reported net income was $130K.
How have Phd Manufacturing Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Phd Manufacturing Inc's sponsor-wide assets declined 4.1%, from $6M to $6M.
Which 401(k) plans are similar in size to Phd Manufacturing Inc 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Zbeta 401(k) Plan in WA ($6M, 93 participants).
Which 401(k) plans cover a similar participant headcount to Phd Manufacturing Inc 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Galatea Associates 401(k) Plan in MA (95 participants, $23M in assets).