401(k) · DOL Form 5500 · 2022

Phx Minerals Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
20
Participants Small participant base
33rd
Percentile by assets National rank
$94,533
Avg per participant Below avg balance/head
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Official DOL plan name: Phx Minerals Inc. 401(k) Plan · Sponsored by Phx Minerals Inc. · Oklahoma · Mining & Oil Extraction

$2M in assets, 20 participants

Phx Minerals Inc.'s Phx Minerals Inc. 401(k) Plan reported $2M in total assets and 20 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #129 in Mining & Oil Extraction (892 peers)

What the 2022 filing shows

Phx Minerals Inc. 401(k) Plan holds $2M for 20 participants - about $94,533 per participant, in the lower half of filed plans by assets.

#129
in Mining & Oil Extraction (892 peers)
-1.1%
assets change YoY

The plan reported a net loss of $21K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Phx Minerals Inc. 401(k) Plan among the smaller filed plans by assets

Phx Minerals Inc. 401(k) Plan vs every filed plan by assets

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

$1,890,665 33rd percentile higher than 33% 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

Phx Minerals Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phx Minerals Inc. 401(k) Plan is a small filing (20 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 731055775 · Phx Minerals Inc. PY 2022 · 401(k)

Phx Minerals Inc. 401(k) Plan · $2M · 20 · 33rd

  • EIN $2M
  • RANK 20
  • PHOTO 33rd
  • IND 401(k)
  • EOY near Asian American Global Trading Partners, LLC Profit Sharing Plan and Trust
  • 5500 ind #129

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 Mining & Oil Extraction retirement plans → · Plans in Oklahoma →

Phx Minerals Inc. 401(k) Plan in the asset neighbourhood

Phx Minerals Inc. 401(k) Plan$2MAsian American Global Trading Partners, LLC Profit Sharing Plan and TrustAsian American Global Tradin…$2MRod and Tubing Services 401(k) PlanRod and Tubing Services 401(…$2MGulfside Dental Savings Plan$2MWeber-Huff, Inc. 401(k) Profit Sharing PlanWeber-Huff, Inc. 401(k) Prof…$2M
End-of-year total assets ($M) among Phx Minerals Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$21K
Employer EIN731055775
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phx Minerals Inc.)

Sponsor-wide plan assets over time

All Phx Minerals Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 8.940505060388805% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M 202220232024 $1.89M $2.06M ▲ +9.0%
Year Plans Participants Total Assets
2022 1 20 $2M
2023 1 22 $2M
2024 1 21 $2M

Nearby 401(k) Plans in Oklahoma

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

Phx Minerals Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Phx Minerals Inc. 401(k) Plan, Total assets ($B): 0.001890665 · Participants: 20Phx Minerals Inc. 401(k) PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 3.683382046 · Participants: 10862Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.385802682 · Participants: 4848The Williams Investment Plus PlanBok Financial 401(k) Plan, Total assets ($B): 0.917245856 · Participants: 4683Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.791750265 · Participants: 1642Devon Energy Corporation Incentive Savings PlanOne Gas, Inc. 401(k) Plan, Total assets ($B): 0.774155 · Participants: 3586One Gas, Inc. 401(k) Plan
Phx Minerals Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants

Phx Minerals Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Asian American Global Trading Partners, LLC Profit Sharing Plan and Trust in AR ($2M); by covered participants it is Private Capital Management, LLC 401(k) Plan in FL (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Phx Minerals Inc. 401(k) Plan assets move in 2022?
Phx Minerals Inc. 401(k) Plan edged down modestly - down 1.1% during 2022, from $2M to $2M. Reported net income was -$21K.
How have Phx Minerals Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Phx Minerals Inc.'s sponsor-wide assets grew 8.9%, from $2M to $2M.
Which 401(k) plans are similar in size to Phx Minerals Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Asian American Global Trading Partners, LLC Profit Sharing Plan and Trust in AR ($2M, 21 participants).
Which 401(k) plans cover a similar participant headcount to Phx Minerals Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Private Capital Management, LLC 401(k) Plan in FL (20 participants, $19M in assets).