401(k) · DOL Form 5500 · 2022

Phoenix Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$880K
Total assets Small plan by assets
8
Participants Small participant base
24th
Percentile by assets National rank
$110,045
Avg per participant Below avg balance/head
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Official DOL plan name: Phoenix Partners, Inc. 401(k) Plan · Sponsored by Phoenix Partners, Inc. · Maine · Other Services

$880K in assets, 8 participants

Phoenix Partners, Inc.'s Phoenix Partners, Inc. 401(k) Plan reported $880K in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,955 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Phoenix Partners, Inc. 401(k) Plan ranks #3,955 of 8,398 2022 filers by assets (2280% of the sector average)-$880K for 8 participants.

#3,955
in Other Services (8,398 peers)
+69.1%
assets growth YoY

Phoenix Partners, Inc. 401(k) Plan among the smaller filed plans by assets

Phoenix Partners, Inc. 401(k) Plan vs every filed plan by assets

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

$880,363 24th percentile higher than 24% 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 Partners, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phoenix Partners, Inc. 401(k) Plan is a micro filing (8 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 301095657 · Phoenix Partners, Inc. PY 2022 · 401(k)

Phoenix Partners, Inc. 401(k) Plan · $880K · 8 · 24th

  • BOY $880K
  • BOY 8
  • BOY 24th
  • BOY 401(k)
  • BOY near The Structures Group, Inc. 401(k) Profit Sharing Plan
  • BOY ind #3955

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 Maine →

Phoenix Partners, Inc. 401(k) Plan in the asset neighbourhood

Phoenix Partners, Inc. 401(k) PlanPhoenix Partners, Inc. 401(k…$880KThe Structures Group, Inc. 401(k) Profit Sharing PlanThe Structures Group, Inc. 4…$880KEfficient Air Service L L C 401(k) Profit Sharing Plan & TrustEfficient Air Service L L C …$880KBrunswick Periodontal Assoc 401(k) Profit Sharing Plan & TrustBrunswick Periodontal Assoc …$880KCanbre Corp 401(k) Plan$880K
End-of-year total assets ($M) among Phoenix Partners, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$521K
Net Assets (End of Year)$880K
Net Income$360K
Employer EIN301095657
Plan Effective Date2018-06-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Phoenix Partners, Inc.)

Sponsor-wide plan assets over time

All Phoenix Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$85K 90.39612069112401% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $0.88M $0.08M ▼ -90.9%
Year Plans Participants Total Assets
2022 1 8 $880K
2023 1 11 $1M
2024 1 11 $85K

Nearby 401(k) Plans in Maine

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

Phoenix Partners, Inc. 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Phoenix Partners, Inc. 401(k) Plan, Total assets ($B): 0.000880363 · Participants: 8Phoenix Partners, Inc. 401(k) PlanTd 401(k) Retirement Plan, Total assets ($B): 4.082814523 · Participants: 26725Td 401(k) Retirement PlanUnum Group 401(k) Retirement Plan, Total assets ($B): 1.823433108 · Participants: 9051Unum Group 401(k) Retirement PlanIdexx Retirement and Incentive Savings Plan, Total assets ($B): 0.833975444 · Participants: 6436Idexx Retirement and Incentive Savings PlanHannaford Bros. Co., LLC Retirement Savings Plan, Total assets ($B): 0.831539018 · Participants: 28776Hannaford Bros. Co., LLC Retirement Savings PlanThe Cianbro Team Equity Plan, Total assets ($B): 0.624114187 · Participants: 2575The Cianbro Team Equity Plan
Phoenix Partners, Inc. 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants

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

Outside Maine, the nearest 401(k) by assets is The Structures Group, Inc. 401(k) Profit Sharing Plan in OK ($880K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Partners, Inc. 401(k) Plan assets move in 2022?
Phoenix Partners, Inc. 401(k) Plan surged - up 69.1% during 2022, from $521K to $880K. Reported net income was $360K.
How have Phoenix Partners, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Phoenix Partners, Inc.'s sponsor-wide assets declined 90.4%, from $880K to $85K.
Where does Phoenix Partners, Inc. 401(k) Plan rank by assets among Form 5500 filers?
Phoenix Partners, Inc. 401(k) Plan ranks in the 24th 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 401(k) plans are similar in size to Phoenix Partners, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is The Structures Group, Inc. 401(k) Profit Sharing Plan in OK ($880K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Phoenix Partners, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (8 participants, $63K in assets).