Civic Intelligence

Phillips Edison & Co.

Plan context: Phillips Edison & Co. 401K Savings Plan

EIN 31-1669229 • 44 filings • 5 plans

Current Snapshot

Latest Year

2024

2024 Participants

320

2024 Assets

$56,362,932

2024 Contributions

$5,402,570

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$56,362,932$28,181,466$0199920122024YearValue
$56,362,932Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

6143070199920122024YearValue
320Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242320$56,362,932$5,402,570$16,883iApproximate average salary by contribution assumption: employee only about $422,076 at 4% or $281,384 at 6%; with 50% employer match about $281,384 at 4% or $187,589 at 6%; with 100% employer match about $211,038 at 4% or $140,692 at 6%.
Phillips Edison & Co. 401K Savings Plan-320$56,362,932$5,402,570$16,883iApproximate average salary by contribution assumption: employee only about $422,076 at 4% or $281,384 at 6%; with 50% employer match about $281,384 at 4% or $187,589 at 6%; with 100% employer match about $211,038 at 4% or $140,692 at 6%.
Phillips Edison & Co. Ltd Employee Health Plan-288---
20232293$51,296,349$4,519,199$15,424iApproximate average salary by contribution assumption: employee only about $385,597 at 4% or $257,065 at 6%; with 50% employer match about $257,065 at 4% or $171,377 at 6%; with 100% employer match about $192,799 at 4% or $128,532 at 6%.
Phillips Edison & Co. 401K Savings Plan-293$51,296,349$4,519,199$15,424iApproximate average salary by contribution assumption: employee only about $385,597 at 4% or $257,065 at 6%; with 50% employer match about $257,065 at 4% or $171,377 at 6%; with 100% employer match about $192,799 at 4% or $128,532 at 6%.
Phillips Edison & Co. Ltd Employee Health Plan-280---
20222283$41,052,297$4,160,342$14,701iApproximate average salary by contribution assumption: employee only about $367,521 at 4% or $245,014 at 6%; with 50% employer match about $245,014 at 4% or $163,343 at 6%; with 100% employer match about $183,761 at 4% or $122,507 at 6%.
Phillips Edison & Co. 401K Savings Plan-283$41,052,297$4,160,342$14,701iApproximate average salary by contribution assumption: employee only about $367,521 at 4% or $245,014 at 6%; with 50% employer match about $245,014 at 4% or $163,343 at 6%; with 100% employer match about $183,761 at 4% or $122,507 at 6%.
Phillips Edison & Co. Ltd Employee Health Plan-274---
20212292$48,661,020$5,006,111$17,144iApproximate average salary by contribution assumption: employee only about $428,605 at 4% or $285,737 at 6%; with 50% employer match about $285,737 at 4% or $190,491 at 6%; with 100% employer match about $214,303 at 4% or $142,868 at 6%.
Phillips Edison & Co. 401K Savings Plan-292$48,661,020$5,006,111$17,144iApproximate average salary by contribution assumption: employee only about $428,605 at 4% or $285,737 at 6%; with 50% employer match about $285,737 at 4% or $190,491 at 6%; with 100% employer match about $214,303 at 4% or $142,868 at 6%.
Phillips Edison & Co. Ltd Employee Health Plan-289---
20202400$38,121,128$3,936,623$9,842iApproximate average salary by contribution assumption: employee only about $246,039 at 4% or $164,026 at 6%; with 50% employer match about $164,026 at 4% or $109,351 at 6%; with 100% employer match about $123,019 at 4% or $82,013 at 6%.
Phillips Edison & Co. 401K Savings Plan-291$38,121,128$3,936,623$13,528iApproximate average salary by contribution assumption: employee only about $338,198 at 4% or $225,465 at 6%; with 50% employer match about $225,465 at 4% or $150,310 at 6%; with 100% employer match about $169,099 at 4% or $112,733 at 6%.
Phillips Edison & Co. Ltd Employee Health Plan-400---
20192601$33,375,981$4,147,561$6,901iApproximate average salary by contribution assumption: employee only about $172,527 at 4% or $115,018 at 6%; with 50% employer match about $115,018 at 4% or $76,679 at 6%; with 100% employer match about $86,264 at 4% or $57,509 at 6%.
Phillips Edison & Co. 401K Savings Plan-304$33,375,981$4,147,561$13,643iApproximate average salary by contribution assumption: employee only about $341,082 at 4% or $227,388 at 6%; with 50% employer match about $227,388 at 4% or $151,592 at 6%; with 100% employer match about $170,541 at 4% or $113,694 at 6%.
Phillips Edison & Co. Ltd Employee Health Plan-601---
20182614$26,109,093$4,251,402$6,924iApproximate average salary by contribution assumption: employee only about $173,103 at 4% or $115,402 at 6%; with 50% employer match about $115,402 at 4% or $76,935 at 6%; with 100% employer match about $86,551 at 4% or $57,701 at 6%.
Phillips Edison & Co. 401K Savings Plan-311$26,109,093$4,251,402$13,670iApproximate average salary by contribution assumption: employee only about $341,753 at 4% or $227,835 at 6%; with 50% employer match about $227,835 at 4% or $151,890 at 6%; with 100% employer match about $170,876 at 4% or $113,918 at 6%.
Phillips Edison & Co. Ltd Employee Health Plan-614---
20172608$25,484,727$3,474,654$5,715iApproximate average salary by contribution assumption: employee only about $142,872 at 4% or $95,248 at 6%; with 50% employer match about $95,248 at 4% or $63,499 at 6%; with 100% employer match about $71,436 at 4% or $47,624 at 6%.
Phillips Edison & Co. 401K Savings Plan-361$25,484,727$3,474,654$9,625iApproximate average salary by contribution assumption: employee only about $240,627 at 4% or $160,418 at 6%; with 50% employer match about $160,418 at 4% or $106,945 at 6%; with 100% employer match about $120,314 at 4% or $80,209 at 6%.
Phillips Edison & Co. Ltd Employee Health Plan-608---
20162359$23,043,419$3,737,454$10,411iApproximate average salary by contribution assumption: employee only about $260,268 at 4% or $173,512 at 6%; with 50% employer match about $173,512 at 4% or $115,675 at 6%; with 100% employer match about $130,134 at 4% or $86,756 at 6%.
Phillips Edison & Co. 401K Savings Plan-359$23,043,419$3,737,454$10,411iApproximate average salary by contribution assumption: employee only about $260,268 at 4% or $173,512 at 6%; with 50% employer match about $173,512 at 4% or $115,675 at 6%; with 100% employer match about $130,134 at 4% or $86,756 at 6%.
Phillips Edison & Co. Ltd Employee Health Plan-314---
20152326$21,634,188$3,266,814$10,021iApproximate average salary by contribution assumption: employee only about $250,523 at 4% or $167,015 at 6%; with 50% employer match about $167,015 at 4% or $111,343 at 6%; with 100% employer match about $125,261 at 4% or $83,508 at 6%.
Phillips Edison & Co. 401K Savings Plan-326$21,634,188$3,266,814$10,021iApproximate average salary by contribution assumption: employee only about $250,523 at 4% or $167,015 at 6%; with 50% employer match about $167,015 at 4% or $111,343 at 6%; with 100% employer match about $125,261 at 4% or $83,508 at 6%.
Phillips Edison & Co. Ltd Employee Health Plan-255---
20142300$20,054,474$3,042,143$10,140iApproximate average salary by contribution assumption: employee only about $253,512 at 4% or $169,008 at 6%; with 50% employer match about $169,008 at 4% or $112,672 at 6%; with 100% employer match about $126,756 at 4% or $84,504 at 6%.
Phillips Edison & Co. 401K Savings Plan-300$20,054,474$3,042,143$10,140iApproximate average salary by contribution assumption: employee only about $253,512 at 4% or $169,008 at 6%; with 50% employer match about $169,008 at 4% or $112,672 at 6%; with 100% employer match about $126,756 at 4% or $84,504 at 6%.
Phillips Edison & Co. Ltd Employee Health Plan-289---
20132296$16,648,323$2,286,193$7,724iApproximate average salary by contribution assumption: employee only about $193,091 at 4% or $128,727 at 6%; with 50% employer match about $128,727 at 4% or $85,818 at 6%; with 100% employer match about $96,545 at 4% or $64,364 at 6%.
Phillips Edison & Co. 401K Savings Plan-296$16,648,323$2,286,193$7,724iApproximate average salary by contribution assumption: employee only about $193,091 at 4% or $128,727 at 6%; with 50% employer match about $128,727 at 4% or $85,818 at 6%; with 100% employer match about $96,545 at 4% or $64,364 at 6%.
Phillips Edison & Co. Ltd Employee Health Plan-269---
20122248$11,917,802$1,933,730$7,797iApproximate average salary by contribution assumption: employee only about $194,932 at 4% or $129,955 at 6%; with 50% employer match about $129,955 at 4% or $86,637 at 6%; with 100% employer match about $97,466 at 4% or $64,977 at 6%.
Phillips Edison & Co. 401K Savings Plan-248$11,917,802$1,933,730$7,797iApproximate average salary by contribution assumption: employee only about $194,932 at 4% or $129,955 at 6%; with 50% employer match about $129,955 at 4% or $86,637 at 6%; with 100% employer match about $97,466 at 4% or $64,977 at 6%.
Phillips Edison & Co. Ltd Employee Health Plan-195---
20112217$9,199,974$1,580,878$7,285iApproximate average salary by contribution assumption: employee only about $182,129 at 4% or $121,419 at 6%; with 50% employer match about $121,419 at 4% or $80,946 at 6%; with 100% employer match about $91,064 at 4% or $60,710 at 6%.
Phillips Edison & Co. 401K Savings Plan-217$9,199,974$1,580,878$7,285iApproximate average salary by contribution assumption: employee only about $182,129 at 4% or $121,419 at 6%; with 50% employer match about $121,419 at 4% or $80,946 at 6%; with 100% employer match about $91,064 at 4% or $60,710 at 6%.
Phillips Edison & Co. Ltd Employee Health Plan-166---
20102201$8,405,702$1,388,728$6,909iApproximate average salary by contribution assumption: employee only about $172,727 at 4% or $115,152 at 6%; with 50% employer match about $115,152 at 4% or $76,768 at 6%; with 100% employer match about $86,364 at 4% or $57,576 at 6%.
Phillips Edison & Co. 401K Savings Plan-201$8,405,702$1,388,728$6,909iApproximate average salary by contribution assumption: employee only about $172,727 at 4% or $115,152 at 6%; with 50% employer match about $115,152 at 4% or $76,768 at 6%; with 100% employer match about $86,364 at 4% or $57,576 at 6%.
Phillips Edison & Co. Ltd Employee Health Plan-166---
20092189$6,188,859$1,175,988$6,222iApproximate average salary by contribution assumption: employee only about $155,554 at 4% or $103,703 at 6%; with 50% employer match about $103,703 at 4% or $69,135 at 6%; with 100% employer match about $77,777 at 4% or $51,851 at 6%.
Phillips Edison & Co. 401K Savings Plan-189$6,188,859$1,175,988$6,222iApproximate average salary by contribution assumption: employee only about $155,554 at 4% or $103,703 at 6%; with 50% employer match about $103,703 at 4% or $69,135 at 6%; with 100% employer match about $77,777 at 4% or $51,851 at 6%.
Phillips Edison & Co. Ltd Employee Health Plan-173---
20082198$4,016,301$1,346,719$6,802iApproximate average salary by contribution assumption: employee only about $170,040 at 4% or $113,360 at 6%; with 50% employer match about $113,360 at 4% or $75,573 at 6%; with 100% employer match about $85,020 at 4% or $56,680 at 6%.
Phillips Edison & Co. 401K Savings Plan-198$4,016,301$1,346,719$6,802iApproximate average salary by contribution assumption: employee only about $170,040 at 4% or $113,360 at 6%; with 50% employer match about $113,360 at 4% or $75,573 at 6%; with 100% employer match about $85,020 at 4% or $56,680 at 6%.
Phillips Edison & Co. Ltd Employee Health Plan-168---
20072185$4,746,633$1,071,618$5,793iApproximate average salary by contribution assumption: employee only about $144,813 at 4% or $96,542 at 6%; with 50% employer match about $96,542 at 4% or $64,361 at 6%; with 100% employer match about $72,407 at 4% or $48,271 at 6%.
Phillips Edison & Co. 401K Savings Plan-185$4,746,633$1,071,618$5,793iApproximate average salary by contribution assumption: employee only about $144,813 at 4% or $96,542 at 6%; with 50% employer match about $96,542 at 4% or $64,361 at 6%; with 100% employer match about $72,407 at 4% or $48,271 at 6%.
Phillips Edison & Co. Ltd Employee Health Plan-154---
20061117$3,583,819$834,288$7,131iApproximate average salary by contribution assumption: employee only about $178,267 at 4% or $118,844 at 6%; with 50% employer match about $118,844 at 4% or $79,230 at 6%; with 100% employer match about $89,133 at 4% or $59,422 at 6%.
Phillips Edison & Co. 401K Savings Plan-117$3,583,819$834,288$7,131iApproximate average salary by contribution assumption: employee only about $178,267 at 4% or $118,844 at 6%; with 50% employer match about $118,844 at 4% or $79,230 at 6%; with 100% employer match about $89,133 at 4% or $59,422 at 6%.
2005198$2,674,356$717,797$7,324iApproximate average salary by contribution assumption: employee only about $183,111 at 4% or $122,074 at 6%; with 50% employer match about $122,074 at 4% or $81,383 at 6%; with 100% employer match about $91,556 at 4% or $61,037 at 6%.
Phillips Edison & Co. 401K Savings Plan-98$2,674,356$717,797$7,324iApproximate average salary by contribution assumption: employee only about $183,111 at 4% or $122,074 at 6%; with 50% employer match about $122,074 at 4% or $81,383 at 6%; with 100% employer match about $91,556 at 4% or $61,037 at 6%.
2004178$1,942,379$485,309$6,222iApproximate average salary by contribution assumption: employee only about $155,548 at 4% or $103,699 at 6%; with 50% employer match about $103,699 at 4% or $69,132 at 6%; with 100% employer match about $77,774 at 4% or $51,849 at 6%.
Phillips Edison & Co. 401K Savings Plan-78$1,942,379$485,309$6,222iApproximate average salary by contribution assumption: employee only about $155,548 at 4% or $103,699 at 6%; with 50% employer match about $103,699 at 4% or $69,132 at 6%; with 100% employer match about $77,774 at 4% or $51,849 at 6%.
2003161$1,293,256$375,590$6,157iApproximate average salary by contribution assumption: employee only about $153,930 at 4% or $102,620 at 6%; with 50% employer match about $102,620 at 4% or $68,413 at 6%; with 100% employer match about $76,965 at 4% or $51,310 at 6%.
Phillips Edison & Co. 401K Savings Plan-61$1,293,256$375,590$6,157iApproximate average salary by contribution assumption: employee only about $153,930 at 4% or $102,620 at 6%; with 50% employer match about $102,620 at 4% or $68,413 at 6%; with 100% employer match about $76,965 at 4% or $51,310 at 6%.
2002143$778,277$269,911$6,277iApproximate average salary by contribution assumption: employee only about $156,925 at 4% or $104,617 at 6%; with 50% employer match about $104,617 at 4% or $69,744 at 6%; with 100% employer match about $78,463 at 4% or $52,308 at 6%.
Phillips Edison & Co. 401K Savings Plan-43$778,277$269,911$6,277iApproximate average salary by contribution assumption: employee only about $156,925 at 4% or $104,617 at 6%; with 50% employer match about $104,617 at 4% or $69,744 at 6%; with 100% employer match about $78,463 at 4% or $52,308 at 6%.
2001138$549,156$235,957$6,209iApproximate average salary by contribution assumption: employee only about $155,235 at 4% or $103,490 at 6%; with 50% employer match about $103,490 at 4% or $68,993 at 6%; with 100% employer match about $77,617 at 4% or $51,745 at 6%.
Phillips Edison & Co. 401K Savings Plan-38$549,156$235,957$6,209iApproximate average salary by contribution assumption: employee only about $155,235 at 4% or $103,490 at 6%; with 50% employer match about $103,490 at 4% or $68,993 at 6%; with 100% employer match about $77,617 at 4% or $51,745 at 6%.
2000127$503,753$148,726$5,508iApproximate average salary by contribution assumption: employee only about $137,709 at 4% or $91,806 at 6%; with 50% employer match about $91,806 at 4% or $61,204 at 6%; with 100% employer match about $68,855 at 4% or $45,903 at 6%.
Phillips Edison & Co. 401K Savings Plan-27$503,753$148,726$5,508iApproximate average salary by contribution assumption: employee only about $137,709 at 4% or $91,806 at 6%; with 50% employer match about $91,806 at 4% or $61,204 at 6%; with 100% employer match about $68,855 at 4% or $45,903 at 6%.
1999136$538,919$110,217$3,062iApproximate average salary by contribution assumption: employee only about $76,540 at 4% or $51,026 at 6%; with 50% employer match about $51,026 at 4% or $34,018 at 6%; with 100% employer match about $38,270 at 4% or $25,513 at 6%.
Phillips Edison & Co. 401K Savings Plan-36$538,919$110,217$3,062iApproximate average salary by contribution assumption: employee only about $76,540 at 4% or $51,026 at 6%; with 50% employer match about $51,026 at 4% or $34,018 at 6%; with 100% employer match about $38,270 at 4% or $25,513 at 6%.