401(k) · DOL Form 5500 · 2022
The University of Phoenix, Inc. 401(k) Plan
Data updated 2026-08-25
- $480M
- Total assets Above avg plan size
- 6,531
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $73,432
- Avg per participant Below avg balance/head
Official DOL plan name: The University of Phoenix, Inc. Savings and Investment Plan · Sponsored by The University of Phoenix, Inc. · Arizona · Educational Services
$480M in assets, 6,531 participants
The University of Phoenix, Inc.'s The University of Phoenix, Inc. Savings and Investment Plan reported $480M in total assets and 6,531 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #3,899 in Educational Services (4,024 peers)
Coverage in Arizona
The University of Phoenix, Inc. Savings and Investment Plan covers 6,531 participants in Arizona, 12x the typical Arizona plan (state average ~564 per filing). Assets: $480M.
- #3,899
- in Educational Services (4,024 peers)
- -19.5%
- assets change YoY
- 4.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $116M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The University of Phoenix, Inc. Savings and Investment Plan's outsized position by total assets
The University of Phoenix, Inc. Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$479,586,939 Top 2% higher than 98% 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
The University of Phoenix, Inc. Savings and Investment Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The University of Phoenix, Inc. Savings and Investment Plan lands in the large band (6,531 participants).
EBSA filing schedule strip
Filing strip 942473210 · The University of Phoenix, Inc. PY 2022 · 401(k)
The University of Phoenix, Inc. Savings and Investment Plan · $480M · 6,531 · 98th
- TYPE $480M
- NET 6,531
- BOOK 98th
- VS-ST 401(k)
- BOY near White Cap 401(k) Retirement Plan
- SCH ind #3899
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 Educational Services retirement plans → · Plans in Arizona →
The University of Phoenix, Inc. Savings and Investment Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $595M |
|---|---|
| Net Assets (End of Year) | $480M |
| Net Income | -$116M |
| Employer EIN | 942473210 |
| Plan Effective Date | 1984-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The University of Phoenix, Inc.)
Sponsor-wide plan assets over time
All The University of Phoenix, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $586M 22.19621956802289% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,531 | $480M |
| 2023 | 1 | 5,853 | $534M |
| 2024 | 1 | 5,686 | $586M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Banner Health Employees 401(k) Plan $3.6B · 50,602
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $1.9B · 12,362
- Republic Services, Inc. 401(k) Plan $1.8B · 28,320
- Stantec 401(k) Plan $1.7B · 8,764
- Reliance Steel & Aluminum Co. Master 401(k) Plan $1.3B · 9,895
Scale composition for The University of Phoenix, Inc. Savings and Investment Plan
The University of Phoenix, Inc. Savings and Investment Plan reports $480M in end-of-year assets across 6,531 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $73,432 per participant (53% of the national average assets-per-participant) . Net income for plan year 2022 was -$116M.
This plan identity (EIN 942473210, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $480M to $586M (+22.2%) while covered participants moved from 6,531 to 5,686 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,531 | $480M | This page |
| 2023 | 5,853 | $534M | Open filing |
| 2024 · index core | 5,686 | $586M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- The University of Phoenix, Inc. Savings and Investment Plan (401(k), $586M, 5,686 participants)
The University of Phoenix, Inc. Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is White Cap 401(k) Retirement Plan in GA ($479M); by covered participants it is Franchise Group, Inc. 401(k) Plan in OH (6,535 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($480M here).
- White Cap 401(k) Retirement Plan (GA) $479M · 6,494
- Legrand North America 401(k) Plan (CT) $480M · 3,264
- Zillow Group 401(k) Plan (WA) $480M · 7,799
- Arup US Retirement Savings Plan (CA) $480M · 1,275
Similar participant headcount
Nearest other-state filings by covered participants (6,531 participants); asset peers above are excluded.
- Franchise Group, Inc. 401(k) Plan (OH) 6,535 · 4 off
- Scheels All Sports, Inc. 401(k) Plan (ND) 6,526 · 5 off
- Schwan's Company Retirement Savings Plan (MN) 6,537 · 6 off
- Savs Pl for Emps of Amer Wtr Wks Co Inc & Its Desig Subs (NJ) 6,541 · 10 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.