401(k) · DOL Form 5500 · 2022

Phoenix Logistics, LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
532
Participants Below avg headcount
81st
Percentile by assets National rank
$48,374
Avg per participant Low balance/head
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Official DOL plan name: Phoenix Logistics, LLC 401(k) Plan · Sponsored by Phoenix Logistics, LLC · Arizona · Professional & Technical Services

$26M in assets, 532 participants

Phoenix Logistics, LLC's Phoenix Logistics, LLC 401(k) Plan reported $26M in total assets and 532 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #17,557 in Professional & Technical Services (21,562 peers)

Where Phoenix Logistics, LLC 401(k) Plan sits by assets

Phoenix Logistics, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $26M for 532 participants (~$48,374/participant), down 4.3% in 2022.

#17,557
in Professional & Technical Services (21,562 peers)
-4.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Phoenix Logistics, LLC 401(k) Plan's outsized position by total assets

Phoenix Logistics, LLC 401(k) Plan vs every filed plan by assets

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

$25,735,104 Top 19% higher than 81% 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 Logistics, LLC 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 Logistics, LLC 401(k) Plan sits mid-pack in the medium band (532 participants).

Plan-year Form 5500 strip

Filing strip 860683885 · Phoenix Logistics, LLC PY 2022 · 401(k)

Phoenix Logistics, LLC 401(k) Plan · $26M · 532 · 81st

  • ASSETS $26M
  • PCT 532
  • EIN 81st
  • RANK 401(k)
  • PHOTO near Zonar Systems Inc 401(k) Profit Sharing Plan & Trust
  • IND ind #17557

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 Professional & Technical Services retirement plans → · Plans in Arizona →

Phoenix Logistics, LLC 401(k) Plan in the asset neighbourhood

Phoenix Logistics, LLC 401(k) PlanPhoenix Logistics, LLC 401(k…$26MZonar Systems Inc 401(k) Profit Sharing Plan & TrustZonar Systems Inc 401(k) Pro…$26MPlains Commerce Bank Retirement PlanPlains Commerce Bank Retirem…$26MCondon-Johnson & Associates, Inc. 401(k) Profit Sharing PlanCondon-Johnson & Associates,…$26MSt Vincent Charity Medical Center Retirement Savings Plan for Ona EmployeesSt Vincent Charity Medical C…$26M
End-of-year total assets ($M) among Phoenix Logistics, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$26M
Net Income-$1M
Employer EIN860683885
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phoenix Logistics, LLC)

Sponsor-wide plan assets over time

All Phoenix Logistics, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$43M 65.3264039655717% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $25.7M $42.6M ▲ +65.3%
Year Plans Participants Total Assets
2022 1 532 $26M
2023 1 615 $35M
2024 1 618 $43M

Nearby 401(k) Plans in Arizona

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

Phoenix Logistics, LLC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Phoenix Logistics, LLC 401(k) Plan, Total assets ($B): 0.025735104 · Participants: 532Phoenix Logistics, LLC 401(k) PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Phoenix Logistics, LLC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Phoenix Logistics, LLC 401(k) Plan side-by-side with 3 peers →

Phoenix Logistics, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Zonar Systems Inc 401(k) Profit Sharing Plan & Trust in WA ($26M); by covered participants it is Atomic 401(k) Plan in CA (532 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (532 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 Logistics, LLC 401(k) Plan assets move in 2022? ▼
Phoenix Logistics, LLC 401(k) Plan edged down modestly - down 4.3% during 2022, from $27M to $26M. Reported net income was -$1M.
How have Phoenix Logistics, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phoenix Logistics, LLC's sponsor-wide assets grew 65.3%, from $26M to $43M.
Where does Phoenix Logistics, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Phoenix Logistics, LLC 401(k) Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Phoenix Logistics, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zonar Systems Inc 401(k) Profit Sharing Plan & Trust in WA ($26M, 382 participants).
Which 401(k) plans cover a similar participant headcount to Phoenix Logistics, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Atomic 401(k) Plan in CA (532 participants, $14M 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 860683885.

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.