401(k) · DOL Form 5500 · 2022

Phoenix Air Group, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
318
Participants Below avg headcount
77th
Percentile by assets National rank
$62,094
Avg per participant Low balance/head
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Official DOL plan name: Phoenix Air Group, Inc. 401(k) Plan · Sponsored by Phoenix Air Group, Inc. · Georgia · Transportation & Warehousing

$20M in assets, 318 participants

Phoenix Air Group, Inc.'s Phoenix Air Group, Inc. 401(k) Plan reported $20M in total assets and 318 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #3,004 in Transportation & Warehousing (3,876 peers)

Coverage in Georgia

Phoenix Air Group, Inc. 401(k) Plan covers 318 participants in Georgia, about 29% of the average Georgia filer (state average ~1,096 per filing). Assets: $20M.

#3,004
in Transportation & Warehousing (3,876 peers)
-12.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Phoenix Air Group, Inc. 401(k) Plan's outsized position by total assets

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

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

$19,745,861 Top 23% higher than 77% 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 Air Group, Inc. 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 Air Group, Inc. 401(k) Plan sits mid-pack in the medium band (318 participants).

DOL schedule card

Filing strip 581653300 · Phoenix Air Group, Inc. PY 2022 · 401(k)

Phoenix Air Group, Inc. 401(k) Plan · $20M · 318 · 77th

  • ASSETS $20M
  • PCT 318
  • EIN 77th
  • RANK 401(k)
  • PHOTO near Unitek 401(k) Plan
  • IND ind #3004

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 Transportation & Warehousing retirement plans → · Plans in Georgia →

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

Phoenix Air Group, Inc. 401(k) PlanPhoenix Air Group, Inc. 401(…$20MUnitek 401(k) Plan$20MIdec Corporation Profit Sharing and Shared Savings PlanIdec Corporation Profit Shar…$20MMontgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for AssociatesMontgomery, Mccracken, Walke…$20MYorktown Partners LLC 401(k) PlanYorktown Partners LLC 401(k)…$20M
End-of-year total assets ($M) among Phoenix Air Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$20M
Net Income-$3M
Employer EIN581653300
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phoenix Air Group, Inc.)

Sponsor-wide plan assets over time

All Phoenix Air Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 36.08327841465105% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.8M $26.9M ▲ +36.1%
Year Plans Participants Total Assets
2022 1 318 $20M
2023 1 320 $23M
2024 1 308 $27M

Nearby 401(k) Plans in Georgia

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

Phoenix Air Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Phoenix Air Group, Inc. 401(k) Plan, Total assets ($B): 0.019745861 · Participants: 318Phoenix Air Group, Inc. 401(k) PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Phoenix Air Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Phoenix Air Group, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest 401(k) by assets is Unitek 401(k) Plan in CA ($20M); by covered participants it is The Homeaides LLC 401(k) Profit Sharing Plan & Trust in CT (318 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (318 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 Air Group, Inc. 401(k) Plan assets move in 2022? ▼
Phoenix Air Group, Inc. 401(k) Plan pulled back noticeably - down 12.9% during 2022, from $23M to $20M. Reported net income was -$3M.
How have Phoenix Air Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phoenix Air Group, Inc.'s sponsor-wide assets grew 36.1%, from $20M to $27M.
Where does Phoenix Air Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Phoenix Air Group, Inc. 401(k) Plan ranks in the 77th 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 Air Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Unitek 401(k) Plan in CA ($20M, 1,072 participants).
Which 401(k) plans cover a similar participant headcount to Phoenix Air Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Homeaides LLC 401(k) Profit Sharing Plan & Trust in CT (318 participants, $160K 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 581653300.

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.