401(k) · DOL Form 5500 · 2024

Phathom Pharmaceuticals, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
439
Participants Below avg headcount
76th
Percentile by assets National rank
$61,845
Avg per participant Low balance/head
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Official DOL plan name: Phathom Pharmaceuticals, Inc. 401(k) Plan · Sponsored by Phathom Pharmaceuticals, Inc. · New Jersey · Manufacturing

$27M in assets, 439 participants

Phathom Pharmaceuticals, Inc.'s Phathom Pharmaceuticals, Inc. 401(k) Plan reported $27M in total assets and 439 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #11,847 in Manufacturing (17,777 peers)

Where Phathom Pharmaceuticals, Inc. 401(k) Plan sits by assets

Phathom Pharmaceuticals, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $27M for 439 participants (~$61,845/participant), up 131.8% in 2024.

#11,847
in Manufacturing (17,777 peers)
+131.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Phathom Pharmaceuticals, Inc. 401(k) Plan's outsized position by total assets

Phathom Pharmaceuticals, Inc. 401(k) Plan vs every filed plan by assets

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

$27,149,836 Top 24% higher than 76% 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

Phathom Pharmaceuticals, Inc. 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. Phathom Pharmaceuticals, Inc. 401(k) Plan sits mid-pack in the medium band (439 participants).

Published 5500 schedule card

Filing strip 824151574 · Phathom Pharmaceuticals, Inc. PY 2024 · 401(k)

Phathom Pharmaceuticals, Inc. 401(k) Plan · $27M · 439 · 76th

  • EBSA $27M
  • EBSA 439
  • EBSA 76th
  • EBSA 401(k)
  • EBSA near Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan
  • EBSA ind #11847

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 New Jersey →

Phathom Pharmaceuticals, Inc. 401(k) Plan in the asset neighbourhood

Phathom Pharmaceuticals, Inc. 401(k) PlanPhathom Pharmaceuticals, Inc…$27MCoastal Beverage Company, Inc. Profit Sharing/401(k) PlanCoastal Beverage Company, In…$27MKelvin Group 401(k) Plan$27MHydraulics International, Inc. 401(k) Profit Sharing PlanHydraulics International, In…$27MMetropolitan Public Defender Retirement PlanMetropolitan Public Defender…$27M
End-of-year total assets ($M) among Phathom Pharmaceuticals, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$27M
Net Income$15M
Employer EIN824151574
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Phathom Pharmaceuticals, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Phathom Pharmaceuticals, Inc. 401(k) Plan, Total assets ($B): 0.027149836 · Participants: 439Phathom Pharmaceuticals, Inc. 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Phathom Pharmaceuticals, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Phathom Pharmaceuticals, Inc. 401(k) Plan side-by-side with 3 peers →

Phathom Pharmaceuticals, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan in NC ($27M); by covered participants it is Amerex Corporation 401(k) Savings Plan in AL (439 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (439 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 Phathom Pharmaceuticals, Inc. 401(k) Plan assets move in 2024? ▼
Phathom Pharmaceuticals, Inc. 401(k) Plan surged - up 131.8% during 2024, from $12M to $27M. Reported net income was $15M.
Where does Phathom Pharmaceuticals, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Phathom Pharmaceuticals, Inc. 401(k) Plan ranks in the 76th 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 Phathom Pharmaceuticals, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Coastal Beverage Company, Inc. Profit Sharing/401(k) Plan in NC ($27M, 475 participants).
Which 401(k) plans cover a similar participant headcount to Phathom Pharmaceuticals, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Amerex Corporation 401(k) Savings Plan in AL (439 participants, $54M 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 824151574.

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.