401(k) · DOL Form 5500 · 2024
Phalanx Family Services 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 68
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $19,473
- Avg per participant Low balance/head
Official DOL plan name: Phalanx Family Services 401(k) Profit Sharing Plan & Trust · Sponsored by Phalanx Family Services · Illinois · Healthcare & Social Assistance
$1M in assets, 68 participants
Phalanx Family Services's Phalanx Family Services 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 68 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.
- #3,714 in Healthcare & Social Assistance (16,916 peers)
Phalanx Family Services multi-year trail
Phalanx Family Services's plans moved +16.2% in assets from 2023 to 2024; this filing shows Phalanx Family Services 401(k) Profit Sharing Plan & Trust at $1M / 68 participants.
- #3,714
- in Healthcare & Social Assistance (16,916 peers)
- +16.2%
- assets growth YoY
Phalanx Family Services 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Phalanx Family Services 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,324,135 25th percentile higher than 25% 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
Phalanx Family Services 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phalanx Family Services 401(k) Profit Sharing Plan & Trust is a small filing (68 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Phalanx Family Services 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Phalanx Family Services 401(k) Profit Sharing Plan & Trust reported participants rose from 62 in the plan year 2023 filing to 68 in the plan year 2024 filing.
DOL schedule card
Filing strip 364468891 · Phalanx Family Services PY 2024 · 401(k)
Phalanx Family Services 401(k) Profit Sharing Plan & Trust · $1M · 68 · 25th
- PHOTO $1M
- IND 68
- EOY 25th
- 5500 401(k)
- ASSETS near Downtown Grand Hotel Las Vegas 401(k) Plan
- PCT ind #3714
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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →
Phalanx Family Services 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Phalanx Family Services multi-year asset trail
Sponsor-wide plan assets over time
All Phalanx Family Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 16.240597015449467% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 62 | $1M |
| 2024 | 1 | 68 | $1M |
Phalanx Family Services filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $185K |
| Employer EIN | 364468891 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Phalanx Family Services 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Downtown Grand Hotel Las Vegas 401(k) Plan in NV ($1M); by covered participants it is E-Technology LLC 401(k) Profit Sharing Plan & Trust in TX (68 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (68 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.