Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PHIL MOOK ENTERPRISES, INC.
EIN 59-1362247restaurantsLatest filing 2025
Plans
3
Retirement
2
$5.3M assets
Welfare
1
Participants
317
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $5.3M assets / 221 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PHIL MOOK ENTERPRISES, INC. PENSION PLAN
MoneyPurchase
Assets$4.3M
Participants125
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PHIL MOOK ENTERPRISES, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$1.0M
Participants96
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002
PHIL MOOK ENTERPRISES, INC. PROFIT SHARING PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PHIL MOOK ENTERPRISES, INC. PENSION PLAN | MoneyPurchase | $4.3M | 125 | 2025 | |
| 002 | PHIL MOOK ENTERPRISES, INC. PROFIT SHARING PLAN | ProfitSharing | $1.0M | 96 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | PHIL MOOK ENTERPRISES, INC. PROFIT SHARING PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans