401(k) · DOL Form 5500 · 2024

Phipps Houses 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
453
Participants Below avg headcount
76th
Percentile by assets National rank
$59,903
Avg per participant Low balance/head
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Official DOL plan name: Phipps Houses & Affiliates 401(k) Plan · Sponsored by Phipps Houses · New York · Real Estate

$27M in assets, 453 participants

Phipps Houses's Phipps Houses & Affiliates 401(k) Plan reported $27M in total assets and 453 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.

  • #4,076 in Real Estate (4,605 peers)

Where Phipps Houses & Affiliates 401(k) Plan sits by assets

Phipps Houses & Affiliates 401(k) Plan sits in the top quartile of all filed plans by assets, $27M for 453 participants (~$59,903/participant), up 10.0% in 2024.

#4,076
in Real Estate (4,605 peers)
+10.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Phipps Houses & Affiliates 401(k) Plan's outsized position by total assets

Phipps Houses & Affiliates 401(k) Plan vs every filed plan by assets

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

$27,136,118 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

Phipps Houses & Affiliates 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. Phipps Houses & Affiliates 401(k) Plan sits mid-pack in the medium band (453 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Phipps Houses & Affiliates 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Phipps Houses & Affiliates 401(k) Plan end-of-year assets rose from $25M in the plan year 2023 filing to $27M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 111187480 · Phipps Houses PY 2024 · 401(k)

Phipps Houses & Affiliates 401(k) Plan · $27M · 453 · 76th

  • EOY $27M
  • EOY 453
  • EOY 76th
  • EOY 401(k)
  • EOY near Ellis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing Plan
  • EOY ind #4076

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 New York →

Phipps Houses & Affiliates 401(k) Plan in the asset neighbourhood

Phipps Houses & Affiliates 401(k) PlanPhipps Houses & Affiliates 4…$27MEllis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing PlanEllis Badenhausen Orthopaedi…$27MXoriant Corporation 401(k) PlanXoriant Corporation 401(k) P…$27MYelcot Holding Group, Inc. 401(k) Profit Sharing PlanYelcot Holding Group, Inc. 4…$27MAplix, Inc. 401(k) Retirement Savings PlanAplix, Inc. 401(k) Retiremen…$27M
End-of-year total assets ($M) among Phipps Houses & Affiliates 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)$25M
Net Assets (End of Year)$27M
Net Income$2M
Employer EIN111187480
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phipps Houses)

Sponsor-wide plan assets over time

All Phipps Houses plans reported in each filing year

Latest sponsor-wide plan assets
$80M 15.124658881358794% vs 2022
2024 filing year
$65M$70M$75M$80M$85M 202220232024 $69.8M $80.3M ▲ +15.1%
Year Plans Participants Total Assets
2022 2 541 $70M
2023 2 582 $76M
2024 2 562 $80M

Nearby 401(k) Plans in New York

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

Phipps Houses & Affiliates 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Phipps Houses & Affiliates 401(k) Plan, Total assets ($B): 0.027136118 · Participants: 453Phipps Houses & Affiliates 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Phipps Houses & Affiliates 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Phipps Houses & Affiliates 401(k) Plan side-by-side with 3 peers →

Phipps Houses & Affiliates 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ellis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing Plan in KY ($27M); by covered participants it is Klinger Companies, L.L.C. 401(k) Plan in IA (453 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (453 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 Phipps Houses & Affiliates 401(k) Plan assets move in 2024? ▼
Phipps Houses & Affiliates 401(k) Plan grew at a solid clip - up 10.0% during 2024, from $25M to $27M. Reported net income was $2M.
How have Phipps Houses plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phipps Houses's sponsor-wide assets grew 15.1%, from $70M to $80M.
Where does Phipps Houses & Affiliates 401(k) Plan rank by assets among Form 5500 filers? ▼
Phipps Houses & Affiliates 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 Phipps Houses & Affiliates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ellis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing Plan in KY ($27M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Phipps Houses & Affiliates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Klinger Companies, L.L.C. 401(k) Plan in IA (453 participants, $70M 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 111187480.

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.