Phillips 66 401(k) and pension plans

Phillips 66 Company, Houston, TX. EIN 37-1652702. Annual reports 2009–2024. Also filed as DCP Midstream, LP; DCP Services, LLC.

Phillips 66 Company has 2 active retirement plans on file. The largest is the Phillips 66 Savings Plan, with 17,993 participants and $7.7 billion in assets in 2024. Vanguard has been its recordkeeper since 2012.

Active plans: 2
Participants: 33,945
Plan assets: $9.9 billion
401(k) recordkeeper: Vanguard
Plans on file: 3
Industry: Manufacturing

All 3 plans

Active plans first

Phillips 66 Savings Plan

401(k) with ESOPActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 37-1652702
Participants (2024): 17,993
Net assets (2024): $7.7 billion
Recordkeeper: Vanguard2012–2024
Plan administrator: Derek Butts
P.O. Box 421959
Houston, TX 77242
(832) 765-1877As filed for 2024
In effect since: May 1, 2012

Year by year, 2012 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	17,993	$7.7 billion	Vanguard
2023	18,405	$7.6 billion	Vanguard
2022	15,858	$6.1 billion	Vanguard
2021	16,107	$6.4 billion	Vanguard
2020	16,036	$5.8 billion	Vanguard
2019	15,988	$5.9 billion	Vanguard
2018	15,541	$4.9 billion	Vanguard
2017	15,410	$5.3 billion	Vanguard
2016	15,254	$4.6 billion	Vanguard
2015	14,841	$4.3 billion	Vanguard
2014	14,207	$4.4 billion	Vanguard
2013	13,201	$4.4 billion	Vanguard
2012	12,557	$3.6 billion	Vanguard

Phillips 66 Retirement Plan

Cash balance pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 37-1652702
Participants (2024): 15,952
Net assets (2024): $2.2 billion
Plan administrator: Derek a. Butts
P.O. Box 421959
Houston, TX 77242
(832) 765-1877As filed for 2024
In effect since: May 1, 2012

Year by year, 2012 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	15,952	$2.2 billion	not listed
2023	15,950	$2.1 billion	not listed
2022	14,307	$2.1 billion	not listed
2021	14,615	$2.6 billion	not listed
2020	14,760	$2.7 billion	not listed
2019	14,316	$2.7 billion	not listed
2018	14,024	$2.4 billion	not listed
2017	13,988	$2.9 billion	not listed
2016	14,530	$2.7 billion	not listed
2015	14,096	$2.3 billion	not listed
2014	13,672	$2.3 billion	not listed
2013	12,756	$2.2 billion	not listed
2012	12,300	$1.9 billion	not listed

DCP Services, LLC 401(k) and Retirement Plan

401(k)Stopped filing

No annual report since the 2022 plan year, and no final report on record. The plan may have been merged, renamed or re-filed under another number; ask the plan administrator below.

Plan number: 004Employer EIN 37-1652702
Participants (2022): 2,991
Net assets (2022): $660 million
Recordkeeper: Vanguard2009–2022
Plan administrator: Alex J. Shabet
C/O Total Rewards Department, P.O. Box 421959
Houston, TX 77242
(832) 765-1877As filed for 2022
In effect since: April 1, 2000

Earlier sponsors: DCP Midstream, LP (2009–2015); DCP Services, LLC (2016–2021).

Earlier plan names: DCP Midstream, LP 401(k) and Retirement Plan.

Year by year, 2009 to 2022

Plan year	Participants	Net assets	Recordkeeper
2022	2,991	$660 million	Vanguard
2021	2,937	$828 million	Vanguard
2020	3,081	$779 million	Vanguard
2019	3,439	$739 million	Vanguard
2018	3,720	$658 million	Vanguard
2017	3,653	$688 million	Vanguard
2016	3,757	$600 million	Vanguard
2015	4,122	$595 million	Vanguard
2014	4,365	$606 million	Vanguard
2013	4,137	$556 million	Vanguard
2012	4,025	$449 million	Vanguard
2011	3,768	$380 million	Vanguard
2010	3,585	$353 million	Vanguard
2009	3,464	$285 million	Vanguard

If you had money in one of these plans

Call Vanguard (investor.vanguard.com), which runs the Phillips 66 Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((832) 765-1877). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.