401(k) · DOL Form 5500 · 2022

Sumco Phoenix Corporation 401(k) Plan

Data updated 2026-08-11

$132M
Total assets
633
Participants
94th
Percentile by assets
$209,215
Avg per participant
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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.

  • 94th percentile by assets (of 139,126 plans)
  • #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.

$132M
total plan assets (2022 EOY)
633
covered participants
94th
percentile by assets (of 139,126 plans)
$209,215
avg assets per participant

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.

Where Sumco Phoenix Corporation Savings and Retirement Plan sits 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

This plan $0 $2,010,000,000 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

State
Arizona
Industry
Manufacturing

Sumco Phoenix Corporation Savings and Retirement Plan vs the 2022 asset distribution

By assets, Sumco Phoenix Corporation Savings and Retirement Plan outranks 94% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$156M
Net Assets (End of Year)$132M
Net Income-$23M
Employer EIN223014284
Plan Effective Date1998-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sumco Phoenix Corporation)

$130M$135M$140M$145M$150M$155M 202220232024 $132M $149M ▲ +12.2%
Total plan assets by year, all Sumco Phoenix Corporation plans on file
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.

Sumco Phoenix Corporation Savings and Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Sumco Phoenix Corpor…, Total assets ($B): 0.132432819 · Participants: 633Sumco Phoenix Corpor…Banner Health Employ…, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employ…Freeport-Mcmoran Inc…, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc…Republic Services, I…, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, I…Stantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Alu…, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Alu…
Sumco Phoenix Corporation Savings and Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Sumco Phoenix Corporation Savings and Re… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Sumco Phoenix Corporation Savings and Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Sumco Phoenix Corporation Savings and Retirement Plan assets move in 2022? ▼
Sumco Phoenix Corporation Savings and Retirement Plan pulled back noticeably - down 14.9% during 2022, from $156M to $132M. Reported net income was -$23M.
How have Sumco Phoenix Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sumco Phoenix Corporation's sponsor-wide assets grew 12.2%, from $132M to $149M.
Where does Sumco Phoenix Corporation Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Sumco Phoenix Corporation Savings and Retirement Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Sumco Phoenix Corporation Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Davis Graham & Stubbs LLP Retirement Plan in CO ($132M, 174 participants).

Next read for Sumco Phoenix Corporation Savings and Re…

Scale reading

Ways to act on Sumco Phoenix Corporation Savings and Retirement Plan's numbers.

  • By total assets, Sumco Phoenix Corporation Savings and Retirement Plan ranks in the top 10% 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
  • Sumco Phoenix Corporation's sponsor-wide assets have grown 12.2% since 2022 across 3 plan years on file. More Manufacturing plans

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 223014284.

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.