Profit Sharing · DOL Form 5500 · 2022

Phenix Incorporated Profit Sharing Plan

Data updated 2026-08-25

$838
Total assets Small plan by assets
14
Participants Small participant base
0th
Percentile by assets National rank
$60
Avg per participant Low balance/head
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Official DOL plan name: Phenix Incorporated Retirement Plan · Sponsored by Phenix Incorporated · Mississippi · Food Services & Accommodation

$838 in assets, 14 participants

Phenix Incorporated's Phenix Incorporated Retirement Plan reported $838 in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 0th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #46 in Food Services & Accommodation (4,592 peers)

2022 asset change

Phenix Incorporated Retirement Plan contracted severely 99.6% in 2022 ($216K → $838) for 14 participants.

#46
in Food Services & Accommodation (4,592 peers)
-99.6%
assets change YoY

The plan reported a net loss of $216K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Phenix Incorporated Retirement Plan among the smaller filed plans by assets

Phenix Incorporated Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$838 0th percentile higher than 0% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Phenix Incorporated Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phenix Incorporated Retirement Plan is a small filing (14 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 463717079 · Phenix Incorporated PY 2022 · Profit Sharing

Phenix Incorporated Retirement Plan · $838 · 14 · 0th

  • RANK $838
  • PHOTO 14
  • IND 0th
  • EOY Profit Sharing
  • 5500 near Gofab Inc. Profit Sharing Plan
  • ASSETS ind #46

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Food Services & Accommodation retirement plans → · Plans in Mississippi →

Phenix Incorporated Retirement Plan in the asset neighbourhood

Phenix Incorporated Retirement PlanPhenix Incorporated Retireme…$838Gofab Inc. Profit Sharing PlanGofab Inc. Profit Sharing Pl…$836Hicks Industries Inc. Retirement PlanHicks Industries Inc. Retire…$829Djbf Enterprises Inc. Retirement PlanDjbf Enterprises Inc. Retire…$850Lineman Investments Inc. Retirement PlanLineman Investments Inc. Ret…$822
End-of-year total assets ($M) among Phenix Incorporated Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$216K
Net Assets (End of Year)$838
Net Income-$216K
Employer EIN463717079
Plan Effective Date2014-12-24
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Mississippi

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Phenix Incorporated Retirement Plan vs. nearby Profit Sharing plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1000100200300400 Total assets ($M) Participants Phenix Incorporated Retirement Plan, Total assets ($M): 0.000838 · Participants: 14Phenix Incorporated Retirement PlanNorth Mississippi Health Services Employer Savings Plan, Total assets ($M): 288.117615 · Participants: 7173North Mississippi Health Services Employer Savings PlanAnderson Regional Medical Center Retirement Savings Plan, Total assets ($M): 29.100194 · Participants: 1475Anderson Regional Medical Center Retirement Savings PlanBelhaven University 403(b) Plan, Total assets ($M): 23.494803 · Participants: 355Belhaven University 403(b) PlanInstitute of Community Services, Inc. Retirement Plan, Total assets ($M): 19.754856 · Participants: 879Institute of Community Services, Inc. Retirement PlanRadiology Associates of Oxford, P.a. Retirement Plan, Total assets ($M): 13.573326 · Participants: 6Radiology Associates of Oxford, P.a. Retirement Plan
Phenix Incorporated Retirement Plan vs. nearby Profit Sharing plans in Mississippi, assets vs. participants
Compare Phenix Incorporated Retirement Plan side-by-side with 3 peers →

Phenix Incorporated Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Mississippi, the nearest Profit Sharing by assets is Gofab Inc. Profit Sharing Plan in CA ($836); by covered participants it is Pahl Farms Profit Sharing in ID (14 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($838 here).

Similar participant headcount

Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Phenix Incorporated Retirement Plan assets move in 2022? ▼
Phenix Incorporated Retirement Plan contracted severely - down 99.6% during 2022, from $216K to $838. Reported net income was -$216K.
Where does Phenix Incorporated Retirement Plan rank by assets among Form 5500 filers? ▼
Phenix Incorporated Retirement Plan ranks in the 0th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Phenix Incorporated Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Gofab Inc. Profit Sharing Plan in CA ($836, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Phenix Incorporated Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Pahl Farms Profit Sharing in ID (14 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 463717079.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.