401(k) · DOL Form 5500 · 2024
Phillips Lytle LLP 401(k) Plan
Data updated 2026-08-25
- $181M
- Total assets Near avg plan size
- 251
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $719,927
- Avg per participant High balance/head
Official DOL plan name: Phillips Lytle LLP Retirement Plan · Sponsored by Phillips Lytle LLP · New York · Professional & Technical Services
$181M in assets, 251 participants
Phillips Lytle LLP's Phillips Lytle LLP Retirement Plan reported $181M in total assets and 251 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #19,155 in Professional & Technical Services (20,173 peers)
Coverage in New York
Phillips Lytle LLP Retirement Plan covers 251 participants in New York, about 31% of the average New York filer (state average ~798 per filing). Assets: $181M.
- #19,155
- in Professional & Technical Services (20,173 peers)
- +5.9%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
Phillips Lytle LLP Retirement Plan's outsized position by total assets
Phillips Lytle LLP Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$180,701,587 Top 6% higher than 94% 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 Lytle LLP 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 Lytle LLP Retirement Plan sits mid-pack in the medium band (251 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Phillips Lytle LLP Retirement Plan reported net income rose from $7M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Phillips Lytle LLP Retirement Plan end-of-year assets rose from $171M in the plan year 2023 filing to $181M in the plan year 2024 filing.
- Phillips Lytle LLP Retirement Plan reported participants fell from 259 in the plan year 2023 filing to 251 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 160505790 · Phillips Lytle LLP PY 2024 · 401(k)
Phillips Lytle LLP Retirement Plan · $181M · 251 · 94th
- BOOK $181M
- VS-ST 251
- BOY 94th
- SCH 401(k)
- EBSA near Anesthesia Associates of Kansas City, P.a. 401(k) Profit Sharing Plan
- PART ind #19155
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 Professional & Technical Services retirement plans → · Plans in New York →
Phillips Lytle LLP Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $171M |
|---|---|
| Net Assets (End of Year) | $181M |
| Net Income | $10M |
| Employer EIN | 160505790 |
| Plan Effective Date | 1968-07-11 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Phillips Lytle LLP)
Sponsor-wide plan assets over time
All Phillips Lytle LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $181M 10.897864430288182% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 248 | $163M |
| 2023 | 1 | 259 | $171M |
| 2024 | 1 | 251 | $181M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Phillips Lytle LLP Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Anesthesia Associates of Kansas City, P.a. 401(k) Profit Sharing Plan in KS ($181M); by covered participants it is Dependable Home Health Care, Inc. 401(k) Savings Plan in MN (251 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($181M here).
- Anesthesia Associates of Kansas City, P.a. 401(k) Profit Sharing Plan (KS) $181M · 256
- The W. I. S. International 401(k) Savings Plan (TX) $181M · 4,548
- Mazak Employee Shared Savings Plan (KY) $181M · 835
- Baker Companies 401(k) Plan (OH) $181M · 8,152
Similar participant headcount
Nearest other-state filings by covered participants (251 participants); asset peers above are excluded.
- Dependable Home Health Care, Inc. 401(k) Savings Plan (MN) 251 · 0 off
- Artesian 401(k) Retirement Plan (DE) 251 · 0 off
- Affirma, LLC 401(k) Plan (WA) 251 · 0 off
- Polysciences, Inc. 401(k) Plan (PA) 251 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.