401(k) · DOL Form 5500 · 2024
Phillips Industries, Inc. 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 200
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $132,552
- Avg per participant Near avg balance/head
Official DOL plan name: Phillips Industries Retirement Plan · Sponsored by Phillips Industries, Inc. · California · Manufacturing
$27M in assets, 200 participants
Phillips Industries, Inc.'s Phillips Industries Retirement Plan reported $27M in total assets and 200 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #11,755 in Manufacturing (17,777 peers)
Coverage in California
Phillips Industries Retirement Plan covers 200 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $27M.
- #11,755
- in Manufacturing (17,777 peers)
- -11.5%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Phillips Industries Retirement Plan's outsized position by total assets
Phillips Industries Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$26,510,426 Top 25% higher than 75% 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 Industries Retirement 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 Industries Retirement Plan sits mid-pack in the medium band (200 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Phillips Industries Retirement Plan reported net income fell from $5M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
- Phillips Industries Retirement Plan reported participants fell from 330 in the plan year 2023 filing to 200 in the plan year 2024 filing.
- Phillips Industries Retirement Plan end-of-year assets fell from $30M in the plan year 2023 filing to $27M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 952596625 · Phillips Industries, Inc. PY 2024 · 401(k)
Phillips Industries Retirement Plan · $27M · 200 · 75th
- 5500 $27M
- ASSETS 200
- PCT 75th
- EIN 401(k)
- RANK near Mica Profit Sharing/401(k) Plan
- PHOTO ind #11755
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 California →
Phillips Industries Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | -$3M |
| Employer EIN | 952596625 |
| Plan Effective Date | 1967-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Phillips Industries, Inc.)
Sponsor-wide plan assets over time
All Phillips Industries, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 4.144847244434871% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 294 | $25M |
| 2023 | 1 | 330 | $30M |
| 2024 | 1 | 200 | $27M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Phillips Industries Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Mica Profit Sharing/401(k) Plan in AZ ($27M); by covered participants it is Tata Elxsi 401(k) Plan in MI (200 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (200 participants); asset peers above are excluded.
- Tata Elxsi 401(k) Plan (MI) 200 · 0 off
- Holistic Care Home Health Agency, Inc. 401(k) Plan (TX) 200 · 0 off
- Atlantic Coast Dining Inc 401(k) Plan (VA) 200 · 0 off
- Wampum Hardware Co. Profit Sharing 401(k) Plan (PA) 200 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.