401(k) · DOL Form 5500 · 2022

Phoenix Instruments Inc 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
22
Participants Small participant base
25th
Percentile by assets National rank
$47,511
Avg per participant Low balance/head
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Official DOL plan name: Phoenix Instruments Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Phoenix Instruments Inc · Illinois · Finance & Insurance

$1M in assets, 22 participants

Phoenix Instruments Inc's Phoenix Instruments Inc 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 22 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,545 in Finance & Insurance (9,261 peers)

Phoenix Instruments Inc multi-year trail

Phoenix Instruments Inc's plans moved +35.8% in assets from 2022 to 2023; this filing shows Phoenix Instruments Inc 401(k) Profit Sharing Plan & Trust at $1M / 22 participants.

#1,545
in Finance & Insurance (9,261 peers)
-4.7%
assets change YoY

The plan reported a net loss of $52K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Phoenix Instruments Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Phoenix Instruments Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,045,244 25th percentile higher than 25% 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 Instruments Inc 401(k) Profit Sharing Plan & Trust 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 Instruments Inc 401(k) Profit Sharing Plan & Trust is a small filing (22 participants) on this national headcount ladder.

DOL schedule card

Filing strip 363673415 · Phoenix Instruments Inc PY 2022 · 401(k)

Phoenix Instruments Inc 401(k) Profit Sharing Plan & Trust · $1M · 22 · 25th

  • NET $1M
  • NET 22
  • NET 25th
  • NET 401(k)
  • NET near Coulter Harsh Law Profit-Sharing Plan & Trust
  • NET ind #1545

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 Finance & Insurance retirement plans → · Plans in Illinois →

Phoenix Instruments Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Phoenix Instruments Inc 401(k) Profit Sharing Plan & TrustPhoenix Instruments Inc 401(…$1MCoulter Harsh Law Profit-Sharing Plan & TrustCoulter Harsh Law Profit-Sha…$1MBrenda's Recruiting Service, Inc Profit Sharing PlanBrenda's Recruiting Service,…$1MCompliance 401(k) Multiple Employer PlanCompliance 401(k) Multiple E…$1MMainline Aviation 401(k) Plan$1M
End-of-year total assets ($M) among Phoenix Instruments Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Phoenix Instruments Inc multi-year asset trail

Sponsor-wide plan assets over time

All Phoenix Instruments Inc plans reported in each filing year

Latest sponsor-wide plan assets
$1M 35.79355633708493% vs 2022
2023 filing year
$1M$1.2M$1.4M$1.6M 20222023 $1.05M $1.42M ▲ +35.2%
Year Plans Participants Total Assets
2022 1 22 $1M
2023 1 26 $1M

Phoenix Instruments Inc filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$52K
Employer EIN363673415
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Phoenix Instruments Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Phoenix Instruments Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001045244 · Participants: 22Phoenix Instruments Inc 401(k) Profit Sharing Plan & TrustState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Phoenix Instruments Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Phoenix Instruments Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Phoenix Instruments Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Coulter Harsh Law Profit-Sharing Plan & Trust in NV ($1M); by covered participants it is Bi-Lo Distributors, Ltd. 401(k) Plan in NY (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Instruments Inc 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Phoenix Instruments Inc 401(k) Profit Sharing Plan & Trust edged down modestly - down 4.7% during 2022, from $1M to $1M. Reported net income was -$52K.
How have Phoenix Instruments Inc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Phoenix Instruments Inc's sponsor-wide assets grew 35.8%, from $1M to $1M.
Where does Phoenix Instruments Inc 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Phoenix Instruments Inc 401(k) Profit Sharing Plan & Trust ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Phoenix Instruments Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Coulter Harsh Law Profit-Sharing Plan & Trust in NV ($1M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Phoenix Instruments Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Bi-Lo Distributors, Ltd. 401(k) Plan in NY (22 participants, $2M 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 363673415.

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.