PHILLIPS 66 SAVINGS PLAN

Plan Contact

  • Address: P.O. BOX 421959,HOUSTON,TX
  • Contact person: ALEX J. SHABET
  • Phone: (832) 765-1877

Plan General Information

PHILLIPS 66 SAVINGS PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of PHILLIPS 66 SAVINGS PLAN is $7,590,283,897.00.This plan was established in 2012.

PHILLIPS 66 SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in PHILLIPS 66 SAVINGS PLAN is 15858

PHILLIPS 66 SAVINGS PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for PHILLIPS 66 SAVINGS PLAN is $478,640.00

PHILLIPS 66 SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for PHILLIPS 66 SAVINGS PLAN is $14,111.00.

PHILLIPS 66 SAVINGS PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in PHILLIPS 66 SAVINGS PLAN is approximately $12,564.00
Investing in this additonal $12,564.00 for 20 years would give you extra $804,113.00, assuming a 10% annual return.

PHILLIPS 66 SAVINGS PLAN Total Employer Contribution and Match Rate

In 2023, PHILLIPS 66 SAVINGS PLAN allocates $199,244,157.00 to match its employees' contributions, providing an employer match rate of 88.54% of their contributions

PHILLIPS 66 SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of PHILLIPS 66 SAVINGS PLAN is 25.16%.

PHILLIPS 66 SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for PHILLIPS 66 SAVINGS PLAN is 32.06%. This measures the effectiveness of the plan participants' investments in the year.

PHILLIPS 66 SAVINGS PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of PHILLIPS 66 SAVINGS PLAN is 0.05%.

Enrollment Features

PHILLIPS 66 SAVINGS PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …