401(k) · DOL Form 5500 · 2022

Phoenix Software International, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
21
Participants Small participant base
44th
Percentile by assets National rank
$172,569
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Phoenix Software International, Inc. 401(k) Savings Plan · Sponsored by Phoenix Software International, Inc. · California · Information & Media

$4M in assets, 21 participants

Phoenix Software International, Inc.'s Phoenix Software International, Inc. 401(k) Savings Plan reported $4M in total assets and 21 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #819 in Information & Media (2,911 peers)

Phoenix Software International, Inc. multi-year trail

Phoenix Software International, Inc.'s plans moved +16.7% in assets from 2022 to 2024; this filing shows Phoenix Software International, Inc. 401(k) Savings Plan at $4M / 21 participants.

#819
in Information & Media (2,911 peers)
-33.5%
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.

Phoenix Software International, Inc. 401(k) Savings Plan's mid-pack asset rank among Information & Media and all filers

Phoenix Software International, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$3,623,956 44th percentile higher than 44% 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

Phoenix Software International, Inc. 401(k) Savings 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. Phoenix Software International, Inc. 401(k) Savings Plan is a small filing (21 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 953363132 · Phoenix Software International, Inc. PY 2022 · 401(k)

Phoenix Software International, Inc. 401(k) Savings Plan · $4M · 21 · 44th

  • PART $4M
  • TYPE 21
  • NET 44th
  • BOOK 401(k)
  • VS-ST near Esb Financial 401(k) Plan
  • BOY ind #819

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 Information & Media retirement plans → · Plans in California →

Phoenix Software International, Inc. 401(k) Savings Plan in the asset neighbourhood

Phoenix Software International, Inc. 401(k) Savings PlanPhoenix Software Internation…$4MEsb Financial 401(k) Plan$4MNational Marine Suppliers, Inc. 401(k) Profit Sharing PlanNational Marine Suppliers, I…$4MDown to Earth 401(k) Plan$4MDouglas N. Higgins, Inc. 401(k) PlanDouglas N. Higgins, Inc. 401…$4M
End-of-year total assets ($M) among Phoenix Software International, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Phoenix Software International, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Phoenix Software International, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 16.721257101355537% vs 2022
2024 filing year
$3.4M$3.6M$3.8M$4M$4.2M$4.4M 202220232024 $3.62M $4.23M ▲ +16.9%
Year Plans Participants Total Assets
2022 1 21 $4M
2023 1 17 $4M
2024 1 18 $4M

Phoenix Software International, Inc. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$2M
Employer EIN953363132
Plan Effective Date1992-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Phoenix Software International, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Phoenix Software International, Inc. 401(k) Savings Plan, Total assets ($B): 0.003623956 · Participants: 21Phoenix Software International, Inc. 401(k) Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Phoenix Software International, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Phoenix Software International, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Phoenix Software International, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Esb Financial 401(k) Plan in KS ($4M); by covered participants it is Aj's Recycling Services, Inc. 401(k) Plan in MI (21 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Phoenix Software International, Inc. 401(k) Savings Plan assets move in 2022? ▼
Phoenix Software International, Inc. 401(k) Savings Plan contracted severely - down 33.5% during 2022, from $5M to $4M. Reported net income was -$2M.
How have Phoenix Software International, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phoenix Software International, Inc.'s sponsor-wide assets grew 16.7%, from $4M to $4M.
Which 401(k) plans are similar in size to Phoenix Software International, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Esb Financial 401(k) Plan in KS ($4M, 57 participants).
Which 401(k) plans cover a similar participant headcount to Phoenix Software International, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aj's Recycling Services, Inc. 401(k) Plan in MI (21 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 953363132.

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.