401(k) · DOL Form 5500 · 2022
Sumco Phoenix Corporation 401(k) Plan
Data updated 2026-08-25
- $132M
- Total assets Near avg plan size
- 633
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $209,215
- Avg per participant Above avg balance/head
Official DOL plan name: Sumco Phoenix Corporation Savings and Retirement Plan · Sponsored by Sumco Phoenix Corporation · Arizona · Manufacturing
$132M in assets, 633 participants
Sumco Phoenix Corporation's Sumco Phoenix Corporation Savings and Retirement Plan reported $132M in total assets and 633 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #18,721 in Manufacturing (20,602 peers)
Where Sumco Phoenix Corporation Savings and Retirement Plan sits by assets
Sumco Phoenix Corporation Savings and Retirement Plan sits in the top 10% of all filed plans by assets, $132M for 633 participants (~$209,215/participant), down 14.9% in 2022.
- #18,721
- in Manufacturing (20,602 peers)
- -14.9%
- assets change YoY
- 1.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $23M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sumco Phoenix Corporation Savings and Retirement Plan's outsized position by total assets
Sumco Phoenix Corporation Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$132,432,819 Top 6% higher than 94% 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
Sumco Phoenix Corporation Savings and Retirement 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. Sumco Phoenix Corporation Savings and Retirement Plan sits mid-pack in the medium band (633 participants).
Form 5500 schedule snapshot
Filing strip 223014284 · Sumco Phoenix Corporation PY 2022 · 401(k)
Sumco Phoenix Corporation Savings and Retirement Plan · $132M · 633 · 94th
- EBSA $132M
- EBSA 633
- EBSA 94th
- EBSA 401(k)
- EBSA near Davis Graham & Stubbs LLP Retirement Plan
- EBSA ind #18721
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 Manufacturing retirement plans → · Plans in Arizona →
Sumco Phoenix Corporation Savings and Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $156M |
|---|---|
| Net Assets (End of Year) | $132M |
| Net Income | -$23M |
| Employer EIN | 223014284 |
| Plan Effective Date | 1998-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sumco Phoenix Corporation)
Sponsor-wide plan assets over time
All Sumco Phoenix Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $149M 12.15378417641325% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 633 | $132M |
| 2023 | 1 | 605 | $146M |
| 2024 | 1 | 575 | $149M |
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
Sumco Phoenix Corporation Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Davis Graham & Stubbs LLP Retirement Plan in CO ($132M); by covered participants it is Celebree Learning Centers 401(k) Retirement Savings Plan in MD (633 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($132M here).
- Davis Graham & Stubbs LLP Retirement Plan (CO) $132M · 174
- Sms Group 401(k) Savings Plan (PA) $132M · 917
- Graftech International Holdings Inc. Savings Plan (OH) $133M · 291
- Maci Associates 401(k) Savings Plan (MI) $132M · 862
Similar participant headcount
Nearest other-state filings by covered participants (633 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.