401(k) · DOL Form 5500 · 2022

Phoenix Investors a Limited Liability Company 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
104
Participants Small participant base
45th
Percentile by assets National rank
$37,483
Avg per participant Low balance/head
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Official DOL plan name: Phoenix Investors 401(k) Plan · Sponsored by Phoenix Investors a Limited Liability Company · Wisconsin · Real Estate

$4M in assets, 104 participants

Phoenix Investors a Limited Liability Company's Phoenix Investors 401(k) Plan reported $4M in total assets and 104 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #3,217 in Real Estate (5,057 peers)

Coverage in Wisconsin

Phoenix Investors 401(k) Plan covers 104 participants in Wisconsin, about 18% of the average Wisconsin filer (state average ~563 per filing). Assets: $4M.

#3,217
in Real Estate (5,057 peers)
+12.5%
assets growth YoY

Phoenix Investors 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Phoenix Investors 401(k) Plan vs every filed plan by assets

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

$3,898,186 45th percentile higher than 45% 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

Phoenix Investors 401(k) 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. Phoenix Investors 401(k) Plan sits mid-pack in the medium band (104 participants).

Form 5500 schedule snapshot

Filing strip 391785189 · Phoenix Investors a Limited Liability Company PY 2022 · 401(k)

Phoenix Investors 401(k) Plan · $4M · 104 · 45th

  • EIN $4M
  • RANK 104
  • PHOTO 45th
  • IND 401(k)
  • EOY near Gold Coast Federal Credit Union Employees 401(k) Savings Plan
  • 5500 ind #3217

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 Real Estate retirement plans → · Plans in Wisconsin →

Phoenix Investors 401(k) Plan in the asset neighbourhood

Phoenix Investors 401(k) Plan$4MGold Coast Federal Credit Union Employees 401(k) Savings PlanGold Coast Federal Credit Un…$4MSynapse Design Automation 401(k) PlanSynapse Design Automation 40…$4MFirst Automotive Group 401(k) PlanFirst Automotive Group 401(k…$4MDan & Jerry's Greenhouses 401(k) PlanDan & Jerry's Greenhouses 40…$4M
End-of-year total assets ($M) among Phoenix Investors 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$432K
Employer EIN391785189
Plan Effective Date2017-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phoenix Investors a Limited Liability Company)

Sponsor-wide plan assets over time

All Phoenix Investors a Limited Liability Company plans reported in each filing year

Latest sponsor-wide plan assets
$7M 89.52230601618291% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $3.9M $7.39M ▲ +89.5%
Year Plans Participants Total Assets
2022 1 104 $4M
2023 1 210 $6M
2024 1 236 $7M

Nearby 401(k) Plans in Wisconsin

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

Phoenix Investors 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Phoenix Investors 401(k) Plan, Total assets ($B): 0.003898186 · Participants: 104Phoenix Investors 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Phoenix Investors 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Phoenix Investors 401(k) Plan side-by-side with 3 peers →

Phoenix Investors 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Gold Coast Federal Credit Union Employees 401(k) Savings Plan in FL ($4M); by covered participants it is First City Credit Union 401(k) Plan in CA (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Phoenix Investors 401(k) Plan assets move in 2022? ▼
Phoenix Investors 401(k) Plan grew at a solid clip - up 12.5% during 2022, from $3M to $4M. Reported net income was $432K.
How have Phoenix Investors a Limited Liability Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phoenix Investors a Limited Liability Company's sponsor-wide assets grew 89.5%, from $4M to $7M.
Which 401(k) plans are similar in size to Phoenix Investors 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gold Coast Federal Credit Union Employees 401(k) Savings Plan in FL ($4M, 47 participants).
Which 401(k) plans cover a similar participant headcount to Phoenix Investors 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First City Credit Union 401(k) Plan in CA (104 participants, N/A in assets).

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 391785189.

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.