401(k) · DOL Form 5500 · 2022
Phoenix Process Equipment Co. 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 44
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $142,735
- Avg per participant Near avg balance/head
Official DOL plan name: Phoenix Process Equipment Co. 401(k) Savings Plan · Sponsored by Phoenix Process Equipment Co. · Kentucky · Wholesale Trade
$6M in assets, 44 participants
Phoenix Process Equipment Co.'s Phoenix Process Equipment Co. 401(k) Savings Plan reported $6M in total assets and 44 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.
- #3,031 in Wholesale Trade (6,843 peers)
Phoenix Process Equipment Co. multi-year trail
Phoenix Process Equipment Co.'s plans moved +42.8% in assets from 2022 to 2024; this filing shows Phoenix Process Equipment Co. 401(k) Savings Plan at $6M / 44 participants.
- #3,031
- in Wholesale Trade (6,843 peers)
- -11.2%
- assets change YoY
The plan reported a net loss of $794K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Phoenix Process Equipment Co. 401(k) Savings Plan's mid-pack asset rank among Wholesale Trade and all filers
Phoenix Process Equipment Co. 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,280,360 Top 45% higher than 55% 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 Process Equipment Co. 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 Process Equipment Co. 401(k) Savings Plan is a small filing (44 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 592365497 · Phoenix Process Equipment Co. PY 2022 · 401(k)
Phoenix Process Equipment Co. 401(k) Savings Plan · $6M · 44 · 55th
- BOOK $6M
- VS-ST 44
- BOY 55th
- SCH 401(k)
- EBSA near Prn & Vrs 401(k) Plan
- PART ind #3031
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 Wholesale Trade retirement plans → · Plans in Kentucky →
Phoenix Process Equipment Co. 401(k) Savings Plan in the asset neighbourhood
Phoenix Process Equipment Co. multi-year asset trail
Sponsor-wide plan assets over time
All Phoenix Process Equipment Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 42.804090848295324% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 44 | $6M |
| 2023 | 1 | 46 | $8M |
| 2024 | 1 | 49 | $9M |
Phoenix Process Equipment Co. filing trail (2022)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$794K |
| Employer EIN | 592365497 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Humana Retirement Savings Plan $6.4B · 44,930
- Commonspirit Health 401(k) Retirement Savings Plan $6.1B · 85,671
- UPS/Ipa 401 (K) Savings Plan $1.2B · 2,992
- Lexmark Savings Plan $1.1B · 1,811
- Kindred 401 (K) Plan $969M · 22,132
Phoenix Process Equipment Co. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Prn & Vrs 401(k) Plan in PA ($6M); by covered participants it is Bay Corporation Profit Sharing Plan & Trust in OH (44 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (44 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.