401(k) · DOL Form 5500 · 2022
Phoenix Systems, Inc. 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 26
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $413,196
- Avg per participant High balance/head
Official DOL plan name: Phoenix Systems Employee Savings Plan & Trust · Sponsored by Phoenix Systems, Inc. · Georgia · Professional & Technical Services
$11M in assets, 26 participants
Phoenix Systems, Inc.'s Phoenix Systems Employee Savings Plan & Trust reported $11M in total assets and 26 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.
- #14,098 in Professional & Technical Services (21,562 peers)
2022 asset change
Phoenix Systems Employee Savings Plan & Trust contracted severely 32.3% in 2022 ($16M → $11M) for 26 participants.
- #14,098
- in Professional & Technical Services (21,562 peers)
- -32.3%
- assets change YoY
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Phoenix Systems Employee Savings Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
Phoenix Systems Employee Savings Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$10,743,084 Top 34% higher than 66% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Phoenix Systems Employee Savings 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. Phoenix Systems Employee Savings Plan & Trust is a small filing (26 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 581440984 · Phoenix Systems, Inc. PY 2022 · 401(k)
Phoenix Systems Employee Savings Plan & Trust · $11M · 26 · 66th
- BOY $11M
- BOY 26
- BOY 66th
- BOY 401(k)
- BOY near Bdg Media, Inc. 401(k) Plan
- BOY ind #14098
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 Professional & Technical Services retirement plans → · Plans in Georgia →
Phoenix Systems Employee Savings Plan & Trust in the asset neighbourhood
Phoenix Systems, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Phoenix Systems, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 9.415899568503793% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 26 | $11M |
| 2023 | 2 | 42 | $10M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$5M |
| Employer EIN | 581440984 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster-UPS National 401(k) Tax Deferred Savings Plan $14.7B · 549,610
- Delta 401(k) Retirement Plan $13.2B · 72,820
- Delta 401(k) Retirement Plan for Pilots $11.5B · 12,193
- UPS 401 (K) Savings Plan $11.3B · 107,310
- The Home Depot Futurebuilder $10.7B · 423,174
Phoenix Systems Employee Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Bdg Media, Inc. 401(k) Plan in NY ($11M); by covered participants it is Acceletronics, Inc. Employees 401(k) Profit Sharing Plan in PA (26 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Bdg Media, Inc. 401(k) Plan (NY) $11M · 524
- Secureauth 401(k) Plan (CA) $11M · 84
- Greater Lakes Mental Healthcare 401(k) Retirement Plan (WA) $11M · 219
- The Farms 401(k) Plan (HI) $11M · 181
Similar participant headcount
Nearest other-state filings by covered participants (26 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.