401(k) · DOL Form 5500 · 2024
Phillips Edison & Company Ltd 401(k) Plan
Data updated 2026-08-25
- $56M
- Total assets Below avg plan size
- 293
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $192,365
- Avg per participant Above avg balance/head
Official DOL plan name: Phillips Edison & Co. 401(k) Savings Plan · Sponsored by Phillips Edison & Company Ltd · Ohio · Real Estate
$56M in assets, 293 participants
Phillips Edison & Company Ltd's Phillips Edison & Co. 401(k) Savings Plan reported $56M in total assets and 293 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #4,329 in Real Estate (4,605 peers)
Coverage in Ohio
Phillips Edison & Co. 401(k) Savings Plan covers 293 participants in Ohio, about 38% of the average Ohio filer (state average ~765 per filing). Assets: $56M.
- #4,329
- in Real Estate (4,605 peers)
- +9.9%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Phillips Edison & Co. 401(k) Savings Plan's outsized position by total assets
Phillips Edison & Co. 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$56,362,932 Top 15% higher than 85% 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 Edison & Co. 401(k) Savings 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. Phillips Edison & Co. 401(k) Savings Plan sits mid-pack in the medium band (293 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Phillips Edison & Co. 401(k) Savings Plan reported net income fell from $10M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Phillips Edison & Co. 401(k) Savings Plan end-of-year assets rose from $51M in the plan year 2023 filing to $56M in the plan year 2024 filing.
- Phillips Edison & Co. 401(k) Savings Plan reported participants rose from 286 in the plan year 2023 filing to 293 in the plan year 2024 filing.
DOL schedule card
Filing strip 311669229 · Phillips Edison & Company Ltd PY 2024 · 401(k)
Phillips Edison & Co. 401(k) Savings Plan · $56M · 293 · 85th
- NET $56M
- BOOK 293
- VS-ST 85th
- BOY 401(k)
- SCH near Westfall Technik, Inc. 401(k) Plan
- EBSA ind #4329
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 Real Estate retirement plans → · Plans in Ohio →
Phillips Edison & Co. 401(k) Savings Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $51M |
|---|---|
| Net Assets (End of Year) | $56M |
| Net Income | $5M |
| Employer EIN | 311669229 |
| Plan Effective Date | 1996-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Phillips Edison & Company Ltd)
Sponsor-wide plan assets over time
All Phillips Edison & Company Ltd plans reported in each filing year
- Latest sponsor-wide plan assets
- $56M 37.29544049630159% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 296 | $41M |
| 2023 | 1 | 286 | $51M |
| 2024 | 1 | 293 | $56M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Phillips Edison & Co. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Westfall Technik, Inc. 401(k) Plan in AZ ($56M); by covered participants it is The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan in FL (293 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($56M here).
- Westfall Technik, Inc. 401(k) Plan (AZ) $56M · 976
- Midwest Machinery Co. 401(k) Plan (MN) $56M · 643
- Woodside Group, LLC 401(k) Retirement Savings Plan (UT) $56M · 587
- Dean Mcgee Eye Institute 401(k) Retirement Plan (OK) $56M · 353
Similar participant headcount
Nearest other-state filings by covered participants (293 participants); asset peers above are excluded.
- The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan (FL) 293 · 0 off
- Plexus Worldwide 401(k) Retirement Plan (AZ) 293 · 0 off
- Consolidated Waterproofing Contractors, Inc. 401(k) Contribution Profit Sharing (MD) 293 · 0 off
- Basin Electric Power Cooperative Nd/Sd Union 401(k) Plan (ND) 293 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.