401(k) · DOL Form 5500 · 2024
Provizer & Phillips, P.C. 401(k) Plan
Data updated 2026-08-25
- $858K
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $143,077
- Avg per participant Near avg balance/head
Official DOL plan name: Provizer & Phillips 401(k) Plan · Sponsored by Provizer & Phillips, P.C. · Michigan · Professional & Technical Services
$858K in assets, 6 participants
Provizer & Phillips, P.C.'s Provizer & Phillips 401(k) Plan reported $858K in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,416 in Professional & Technical Services (20,173 peers)
2024 asset change
Provizer & Phillips 401(k) Plan declined sharply 19.2% in 2024 ($1M → $858K) for 6 participants.
- #3,416
- in Professional & Technical Services (20,173 peers)
- -19.2%
- assets change YoY
The plan reported a net loss of $204K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Provizer & Phillips 401(k) Plan among the smaller filed plans by assets
Provizer & Phillips 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$858,463 22nd percentile higher than 22% 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
Provizer & Phillips 401(k) Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Provizer & Phillips 401(k) Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Provizer & Phillips 401(k) Plan reported net income fell from $216K in the plan year 2023 filing to -$204K in the plan year 2024 filing.
- Provizer & Phillips 401(k) Plan end-of-year assets fell from $1M in the plan year 2023 filing to $858K in the plan year 2024 filing.
- Provizer & Phillips 401(k) Plan reported participants fell from 7 in the plan year 2023 filing to 6 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 381869413 · Provizer & Phillips, P.C. PY 2024 · 401(k)
Provizer & Phillips 401(k) Plan · $858K · 6 · 22nd
- EOY $858K
- 5500 6
- ASSETS 22nd
- PCT 401(k)
- EIN near Ema Outdoor Inc. 401(k) Plan
- RANK ind #3416
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 Michigan →
Provizer & Phillips 401(k) Plan in the asset neighbourhood
Provizer & Phillips, P.C. years around the 2024 move
Sponsor-wide plan assets over time
All Provizer & Phillips, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $858K 1.351809240235982% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $847K |
| 2023 | 1 | 7 | $1M |
| 2024 | 1 | 6 | $858K |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $858K |
| Net Income | -$204K |
| Employer EIN | 381869413 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $23.1B · 43,053
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $17.3B · 31,790
- The Dow Chemical Company Employees' Savings Plan $10.8B · 17,128
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $9.6B · 42,513
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $8.3B · 60,497
Provizer & Phillips 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Ema Outdoor Inc. 401(k) Plan in FL ($858K); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($858K here).
- Ema Outdoor Inc. 401(k) Plan (FL) $858K · 15
- Frac Shack America 401(k) Retirement Plan (CO) $858K · 102
- High Flying Foods San Diego Partnership Union 401(k) Plan (CA) $858K · 121
- Discovery Health 401(k) (WI) $859K · 2
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Caliche, Ltd 401(k) (TX) 6 · 0 off
- Pat Nguyen Safe Harbor 401(k) Plan (GA) 6 · 0 off
- Toyota Lift Northwest 401(k) Plan (OR) 6 · 0 off
- Johnston Tobey Baruch P.C. 401(k) Profit Sharing Plan and Trust (TX) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.