Phipps Houses 401(k) match, vesting and fees
What Phipps Houses' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Cohnreznick LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 228 defined-contribution plans in real estate and rental and leasing with 500 to 999 participants.
| Phipps Houses: employer contribution per participant | $2,078 | |
| Peer median | $1,449 |
| Phipps Houses: average balance | $46,706 | |
| Peer median | $44,821 |
| Phipps Houses: admin expenses ÷ assets | 0.32% | |
| Peer median | 0.36% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $21.6M at the end of plan year 2021 to $27.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 598 | $27.1M | $1.2M | $2,078 | 0.32% | Not published | Form 5500 ↗ |
| 2023 | 571 | $24.7M | $1.1M | $1,991 | 0.42% | Not published | Form 5500 ↗ |
| 2022 | 536 | $19.7M | $791K | $1,524 | 0.43% | Not published | Form 5500 ↗ |
| 2021 | 509 | $21.6M | $773K | $1,580 | 0.50% | Not published | Form 5500 ↗ |
Other Phipps Houses plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Pension Plan for Employees of Phipps Houses and Affiliates
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Cohnreznick LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Phipps Houses match 401(k) contributions?
The match terms for the Phipps Houses & Affiliates 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.2M in employer contributions, about $2,078 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Phipps Houses 401(k) match vested?
The vesting schedule for the Phipps Houses & Affiliates 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Phipps Houses 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Phipps Houses.
I left Phipps Houses. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Phipps Houses, (646) 388-8295) or the recordkeeper, Principal Life Insurance Company. The Phipps Houses old 401(k) page lists the contacts from every plan filing. Find an old Phipps Houses 401(k)
Data from the public Form 5500 annual reports Phipps Houses filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Phipps Houses. Not financial advice. Report a correction · Methodology