Profit Sharing · DOL Form 5500 · 2022

Phoenix Foods Inc Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
4
Participants Small participant base
47th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Phoenix Foods, Inc. Profit Sharing Plan · Sponsored by Phoenix Foods Inc · Massachusetts · Other Services

$4M in assets, 4 participants

Phoenix Foods Inc's Phoenix Foods, Inc. Profit Sharing Plan reported $4M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #5,616 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Phoenix Foods, Inc. Profit Sharing Plan ranks #5,616 of 8,398 2022 filers by assets (485% of the sector average)-$4M for 4 participants.

#5,616
in Other Services (8,398 peers)
-13.3%
assets change YoY

The plan reported a net loss of $636K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Phoenix Foods, Inc. Profit Sharing Plan's mid-pack asset rank among Other Services and all filers

Phoenix Foods, Inc. Profit Sharing Plan vs every filed plan by assets

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

$4,135,639 47th percentile higher than 47% 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 Foods, Inc. Profit Sharing 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 Foods, Inc. Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

DOL schedule card

Filing strip 042669632 · Phoenix Foods Inc PY 2022 · Profit Sharing

Phoenix Foods, Inc. Profit Sharing Plan · $4M · 4 · 47th

  • SCH $4M
  • SCH 4
  • SCH 47th
  • SCH Profit Sharing
  • SCH near Propel Schools 403(b) Plan
  • SCH ind #5616

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 Massachusetts →

Phoenix Foods, Inc. Profit Sharing Plan in the asset neighbourhood

Phoenix Foods, Inc. Profit Sharing PlanPhoenix Foods, Inc. Profit S…$4MPropel Schools 403(b) Plan$4MLandex Research Inc.Profit Sharing Plan & TrustLandex Research Inc.Profit S…$4MRigby Electric Supply, Inc. Retirement PlanRigby Electric Supply, Inc. …$4MThe Haynes School, Inc. Profit Sharing PlanThe Haynes School, Inc. Prof…$4M
End-of-year total assets ($M) among Phoenix Foods, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$636K
Employer EIN042669632
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phoenix Foods Inc)

Sponsor-wide plan assets over time

All Phoenix Foods Inc plans reported in each filing year

Latest sponsor-wide plan assets
$5M 19.19193140407081% vs 2022
2023 filing year
$4M$4.5M$5M$5.5M 20222023 $4.14M $4.93M ▲ +19.1%
Year Plans Participants Total Assets
2022 1 4 $4M
2023 1 4 $5M

Nearby Profit Sharing Plans in Massachusetts

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Phoenix Foods, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Phoenix Foods, Inc. Profit Sharing Plan, Total assets ($B): 0.004135639 · Participants: 4Phoenix Foods, Inc. Profit Sharing PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 12.088048631 · Participants: 74556Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 0.873013175 · Participants: 12106Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.635251544 · Participants: 4216Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.573445261 · Participants: 5008The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.540464451 · Participants: 2153Sheet Metal Workers Local 17 Annuity Income Fund
Phoenix Foods, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Phoenix Foods, Inc. Profit Sharing Plan side-by-side with 3 peers →

Phoenix Foods, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Propel Schools 403(b) Plan in PA ($4M); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Foods, Inc. Profit Sharing Plan assets move in 2022? ▼
Phoenix Foods, Inc. Profit Sharing Plan pulled back noticeably - down 13.3% during 2022, from $5M to $4M. Reported net income was -$636K.
How have Phoenix Foods Inc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Phoenix Foods Inc's sponsor-wide assets grew 19.2%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Phoenix Foods, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Propel Schools 403(b) Plan in PA ($4M, 370 participants).
Which Profit Sharing plans cover a similar participant headcount to Phoenix Foods, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Arz Education Retirement Plan in CA (4 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 042669632.

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.