401(k) · DOL Form 5500 · 2024

Pha America Inc 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
136
Participants Small participant base
36th
Percentile by assets National rank
$24,921
Avg per participant Low balance/head
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Official DOL plan name: Pha America, Inc. 401(k) Plan · Sponsored by Pha America Inc · Alabama · Manufacturing

$3M in assets, 136 participants

Pha America Inc's Pha America, Inc. 401(k) Plan reported $3M in total assets and 136 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #3,381 in Manufacturing (17,777 peers)

Coverage in Alabama

Pha America, Inc. 401(k) Plan covers 136 participants in Alabama, about 38% of the average Alabama filer (state average ~360 per filing). Assets: $3M.

#3,381
in Manufacturing (17,777 peers)
+26.7%
assets growth YoY

Pha America, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Pha America, Inc. 401(k) Plan vs every filed plan by assets

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

$3,389,244 36th percentile higher than 36% 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

Pha America, 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. Pha America, Inc. 401(k) Plan sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pha America, Inc. 401(k) Plan reported net income rose from $503K in the plan year 2023 filing to $714K in the plan year 2024 filing.
  • Pha America, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Pha America, Inc. 401(k) Plan reported participants rose from 126 in the plan year 2023 filing to 136 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 273279619 · Pha America Inc PY 2024 · 401(k)

Pha America, Inc. 401(k) Plan · $3M · 136 · 36th

  • PCT $3M
  • PCT 136
  • PCT 36th
  • PCT 401(k)
  • PCT near Arizona Industries for the Bli 401(k) Profit Sharing Plan & Trust
  • PCT ind #3381

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 Alabama →

Pha America, Inc. 401(k) Plan in the asset neighbourhood

Pha America, Inc. 401(k) Plan$3MArizona Industries for the Bli 401(k) Profit Sharing Plan & TrustArizona Industries for the B…$3MCmac, Inc. 401(k) Plan$3MGeneral Packaging Corporation 401(k) PlanGeneral Packaging Corporatio…$3MApplied Technology Group Inc$3M
End-of-year total assets ($M) among Pha America, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Alabama filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$714K
Employer EIN273279619
Plan Effective Date2010-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pha America Inc)

Sponsor-wide plan assets over time

All Pha America Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 56.03765627963765% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.17M $3.39M ▲ +56.2%
Year Plans Participants Total Assets
2022 1 130 $2M
2023 1 126 $3M
2024 1 136 $3M

Nearby 401(k) Plans in Alabama

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

Pha America, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Pha America, Inc. 401(k) Plan, Total assets ($B): 0.003389244 · Participants: 136Pha America, Inc. 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Pha America, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Pha America, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Alabama, the nearest 401(k) by assets is Arizona Industries for the Bli 401(k) Profit Sharing Plan & Trust in AZ ($3M); by covered participants it is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 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 Pha America, Inc. 401(k) Plan assets move in 2024? ▼
Pha America, Inc. 401(k) Plan grew sharply - up 26.7% during 2024, from $3M to $3M. Reported net income was $714K.
How have Pha America Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pha America Inc's sponsor-wide assets grew 56.0%, from $2M to $3M.
Which 401(k) plans are similar in size to Pha America, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Arizona Industries for the Bli 401(k) Profit Sharing Plan & Trust in AZ ($3M, 94 participants).
Which 401(k) plans cover a similar participant headcount to Pha America, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants, $4M 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 273279619.

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.