401(k) · DOL Form 5500 · 2024
Phoebe-Devitt Homes 401(k) Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 990
- Participants Near avg headcount
- 81st
- Percentile by assets National rank
- $39,895
- Avg per participant Low balance/head
Official DOL plan name: Phoebe-Devitt Homes 401(k) Retirement Savings Plan · Sponsored by Phoebe-Devitt Homes · Pennsylvania · Other Services
$39M in assets, 990 participants
Phoebe-Devitt Homes's Phoebe-Devitt Homes 401(k) Retirement Savings Plan reported $39M in total assets and 990 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #7,029 in Other Services (7,719 peers)
Where Phoebe-Devitt Homes 401(k) Retirement Savings Plan sits by assets
Phoebe-Devitt Homes 401(k) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $39M for 990 participants (~$39,895/participant), up 10.4% in 2024.
- #7,029
- in Other Services (7,719 peers)
- +10.4%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Phoebe-Devitt Homes 401(k) Retirement Savings Plan's outsized position by total assets
Phoebe-Devitt Homes 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$39,496,052 Top 19% higher than 81% 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
Phoebe-Devitt Homes 401(k) Retirement 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. Phoebe-Devitt Homes 401(k) Retirement Savings Plan sits mid-pack in the medium band (990 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Phoebe-Devitt Homes 401(k) Retirement Savings Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Phoebe-Devitt Homes 401(k) Retirement Savings Plan end-of-year assets rose from $36M in the plan year 2023 filing to $39M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 231396838 · Phoebe-Devitt Homes PY 2024 · 401(k)
Phoebe-Devitt Homes 401(k) Retirement Savings Plan · $39M · 990 · 81st
- IND $39M
- EOY 990
- 5500 81st
- ASSETS 401(k)
- PCT near Sunmed LLC 401(k) Plan
- EIN ind #7029
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 Other Services retirement plans → · Plans in Pennsylvania →
Phoebe-Devitt Homes 401(k) Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $4M |
| Employer EIN | 231396838 |
| Plan Effective Date | 2000-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Phoebe-Devitt Homes)
Sponsor-wide plan assets over time
All Phoebe-Devitt Homes plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 4.455378959619726% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,066 | $41M |
| 2023 | 2 | 1,077 | $36M |
| 2024 | 1 | 990 | $39M |
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
Phoebe-Devitt Homes 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Sunmed LLC 401(k) Plan in MI ($39M); by covered participants it is Masters Gallery Foods, Inc. Retirement Savings Plan in WI (990 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
- Sunmed LLC 401(k) Plan (MI) $39M · 550
- Alecto Healthcare Services 401(k) Retirement Savings Plan (CA) $39M · 479
- Solerity 401(k) Plan (VA) $39M · 107
- Haas Sons, Inc. 401(k) Profit Sharing Plan (WI) $39M · 351
Similar participant headcount
Nearest other-state filings by covered participants (990 participants); asset peers above are excluded.
- Masters Gallery Foods, Inc. Retirement Savings Plan (WI) 990 · 0 off
- Alphia, Inc. 401(k) Plan (CO) 990 · 0 off
- Amcon, Cemstone and Tcc Employee Savings Plan (MN) 990 · 0 off
- Braze, Inc. 401(k) Plan (NY) 990 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.