401(k) · DOL Form 5500 · 2024
Phb, Inc. 401(k) Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 259
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $112,968
- Avg per participant Below avg balance/head
Official DOL plan name: Phb, Inc. Employees Profit Sharing Plan · Sponsored by Phb, Inc. · Pennsylvania · Manufacturing
$29M in assets, 259 participants
Phb, Inc.'s Phb, Inc. Employees Profit Sharing Plan reported $29M in total assets and 259 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #12,147 in Manufacturing (17,777 peers)
Coverage in Pennsylvania
Phb, Inc. Employees Profit Sharing Plan covers 259 participants in Pennsylvania, about 32% of the average Pennsylvania filer (state average ~822 per filing). Assets: $29M.
- #12,147
- in Manufacturing (17,777 peers)
- +7.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Phb, Inc. Employees Profit Sharing Plan's outsized position by total assets
Phb, Inc. Employees Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$29,258,701 Top 23% higher than 77% 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
Phb, Inc. Employees Profit Sharing 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. Phb, Inc. Employees Profit Sharing Plan sits mid-pack in the medium band (259 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Phb, Inc. Employees Profit Sharing Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Phb, Inc. Employees Profit Sharing Plan end-of-year assets rose from $27M in the plan year 2023 filing to $29M in the plan year 2024 filing.
- Phb, Inc. Employees Profit Sharing Plan reported participants rose from 246 in the plan year 2023 filing to 259 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 251490822 · Phb, Inc. PY 2024 · 401(k)
Phb, Inc. Employees Profit Sharing Plan · $29M · 259 · 77th
- BOOK $29M
- BOOK 259
- BOOK 77th
- BOOK 401(k)
- BOOK near Valdes Engineering Company Retirement Plan
- BOOK ind #12147
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 Pennsylvania →
Phb, Inc. Employees Profit Sharing Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $2M |
| Employer EIN | 251490822 |
| Plan Effective Date | 1954-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Phb, Inc.)
Sponsor-wide plan assets over time
All Phb, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 23.773205439392814% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 250 | $24M |
| 2023 | 1 | 246 | $27M |
| 2024 | 1 | 259 | $29M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Phb, Inc. Employees Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Valdes Engineering Company Retirement Plan in IL ($29M); by covered participants it is L.E. Bell Construction Company Inc., 401(k) Plan in AL (259 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- Valdes Engineering Company Retirement Plan (IL) $29M · 165
- The Hta Employees 401(k) Profit Sharing Plan (NH) $29M · 106
- Swenson Granite 401(k) Retirement Plan (VT) $29M · 137
- Grace Hebert Curtis Architects, LLC (LA) $29M · 150
Similar participant headcount
Nearest other-state filings by covered participants (259 participants); asset peers above are excluded.
- L.E. Bell Construction Company Inc., 401(k) Plan (AL) 259 · 0 off
- Kaizen Clinical Partners Retirement Plan (TX) 259 · 0 off
- Tides Advocacy 401(k) Plan (CA) 259 · 0 off
- The Synectics Inc. Investment Savings Retirement Plan (IL) 259 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.