401(k) · DOL Form 5500 · 2022
Phoenix Management, Inc. 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 461
- Participants Below avg headcount
- 68th
- Percentile by assets National rank
- $25,754
- Avg per participant Low balance/head
Official DOL plan name: Phoenix 401(k) Plan · Sponsored by Phoenix Management, Inc. · Texas · Other Services
$12M in assets, 461 participants
Phoenix Management, Inc.'s Phoenix 401(k) Plan reported $12M in total assets and 461 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.
- #6,857 in Other Services (8,398 peers)
Phoenix Management, Inc. multi-year trail
Phoenix Management, Inc.'s plans moved +24.1% in assets from 2022 to 2024; this filing shows Phoenix 401(k) Plan at $12M / 461 participants.
- #6,857
- in Other Services (8,398 peers)
- -7.0%
- assets change YoY
The plan reported a net loss of $887K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Phoenix 401(k) Plan's outsized position by total assets
Phoenix 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,872,528 Top 32% higher than 68% 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 401(k) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phoenix 401(k) Plan sits mid-pack in the medium band (461 participants).
Plan-year Form 5500 strip
Filing strip 742641906 · Phoenix Management, Inc. PY 2022 · 401(k)
Phoenix 401(k) Plan · $12M · 461 · 68th
- NET $12M
- NET 461
- NET 68th
- NET 401(k)
- NET near Sunrise Medical Management, L.L.C. Retirement Plan
- NET ind #6857
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 Other Services retirement plans → · Plans in Texas →
Phoenix 401(k) Plan in the asset neighbourhood
Phoenix Management, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Phoenix Management, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 24.07893247335361% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 461 | $12M |
| 2023 | 1 | 451 | $14M |
| 2024 | 1 | 474 | $15M |
Phoenix Management, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$887K |
| Employer EIN | 742641906 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Phoenix 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Sunrise Medical Management, L.L.C. Retirement Plan in AZ ($12M); by covered participants it is Rah 401(k) Plan in GA (461 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (461 participants); asset peers above are excluded.
- Rah 401(k) Plan (GA) 461 · 0 off
- 3rivers Retirement Plan (IN) 461 · 0 off
- Sunnyside 401(k) and Retirement Plan (VA) 461 · 0 off
- Mercycare 401(k) Retirement Plan (IA) 461 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.