401(k) · DOL Form 5500 · 2022

Pharos Capital Group, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
15
Participants Small participant base
62nd
Percentile by assets National rank
$579,125
Avg per participant High balance/head
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Official DOL plan name: Pharos Capital Group, LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Pharos Capital Group, LLC · Tennessee · Finance & Insurance

$9M in assets, 15 participants

Pharos Capital Group, LLC's Pharos Capital Group, LLC 401(k) Profit Sharing Plan & Trust reported $9M in total assets and 15 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #4,205 in Finance & Insurance (9,261 peers)

Pharos Capital Group, LLC multi-year trail

Pharos Capital Group, LLC's plans moved +58.5% in assets from 2022 to 2024; this filing shows Pharos Capital Group, LLC 401(k) Profit Sharing Plan & Trust at $9M / 15 participants.

#4,205
in Finance & Insurance (9,261 peers)
-20.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pharos Capital Group, LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Pharos Capital Group, LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$8,686,875 Top 38% higher than 62% 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

Pharos Capital Group, LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pharos Capital Group, LLC 401(k) Profit Sharing Plan & Trust is a small filing (15 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 320350568 · Pharos Capital Group, LLC PY 2022 · 401(k)

Pharos Capital Group, LLC 401(k) Profit Sharing Plan & Trust · $9M · 15 · 62nd

  • EIN $9M
  • RANK 15
  • PHOTO 62nd
  • IND 401(k)
  • EOY near Ford Gum Profit Sharing/401(k) Plan
  • 5500 ind #4205

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 Finance & Insurance retirement plans → · Plans in Tennessee →

Pharos Capital Group, LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Pharos Capital Group, LLC 401(k) Profit Sharing Plan & TrustPharos Capital Group, LLC 40…$9MFord Gum Profit Sharing/401(k) PlanFord Gum Profit Sharing/401(…$9MGqg Partners LLC Retirement PlanGqg Partners LLC Retirement …$9MNortheast Radiology, P.C. 401(k) Profit Sharing PlanNortheast Radiology, P.C. 40…$9MHammacher Schlemmer 401(k) PlanHammacher Schlemmer 401(k) P…$9M
End-of-year total assets ($M) among Pharos Capital Group, LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pharos Capital Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Pharos Capital Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 58.48082308079719% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $8.69M $13.8M ▲ +58.5%
Year Plans Participants Total Assets
2022 1 15 $9M
2023 1 17 $11M
2024 1 19 $14M

Pharos Capital Group, LLC filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN320350568
Plan Effective Date2001-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Pharos Capital Group, LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Pharos Capital Group, LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.008686875 · Participants: 15Pharos Capital Group, LLC 401(k) Profit Sharing Plan & TrustFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Pharos Capital Group, LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Pharos Capital Group, LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Pharos Capital Group, LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Ford Gum Profit Sharing/401(k) Plan in NY ($9M); by covered participants it is Trouble Free Plumbing, Inc. 401(k) Plan in IL (15 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Pharos Capital Group, LLC 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Pharos Capital Group, LLC 401(k) Profit Sharing Plan & Trust declined sharply - down 20.4% during 2022, from $11M to $9M. Reported net income was -$2M.
How have Pharos Capital Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pharos Capital Group, LLC's sponsor-wide assets grew 58.5%, from $9M to $14M.
Which 401(k) plans are similar in size to Pharos Capital Group, LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ford Gum Profit Sharing/401(k) Plan in NY ($9M, 96 participants).
Which 401(k) plans cover a similar participant headcount to Pharos Capital Group, LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Trouble Free Plumbing, Inc. 401(k) Plan in IL (15 participants, $526K 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 320350568.

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.