401(k) · DOL Form 5500 · 2022
The University of Phoenix, Inc. 401(k) Plan
Data updated 2026-08-11
- $480M
- Total assets
- 6,531
- Participants
- 98th
- Percentile by assets
- $73,432
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $480M
- total plan assets (2022 EOY)
- 6,531
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $73,432
- avg assets per participant
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.
Participants vs Arizona filers
In Arizona, the average filing covers about 564 participants across 2,304 plans. The University of Phoenix, Inc. Savings and Investment Plan reports 6,531 participants - 12x that state average ($480M EOY assets).
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.)
| 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.
The University of Phoenix, Inc. Savings and Investment Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The University of Phoenix, Inc. Savings and Investment Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did The University of Phoenix, Inc. Savings and Investment Plan assets move in 2022? ▼
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Filing takeaways
Ways to act on The University of Phoenix, Inc. Savings and Investment Plan's numbers.
- By total assets, The University of Phoenix, Inc. Savings and Investment Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Arizona. Compare plans
- The University of Phoenix, Inc.'s sponsor-wide assets have grown 22.2% since 2022 across 3 plan years on file. More Educational Services plans