401(k) · DOL Form 5500 · 2022
Phoenix Healthcare Management Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 162
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $72,843
- Avg per participant Below avg balance/head
Official DOL plan name: Phoenix Healthcare Management Services, Inc. 401(k) Plan · Sponsored by Phoenix Healthcare Management Services, Inc. · Georgia · Administrative & Support Services
$12M in assets, 162 participants
Phoenix Healthcare Management Services, Inc.'s Phoenix Healthcare Management Services, Inc. 401(k) Plan reported $12M in total assets and 162 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.
- #4,156 in Administrative & Support Services (4,927 peers)
Coverage in Georgia
Phoenix Healthcare Management Services, Inc. 401(k) Plan covers 162 participants in Georgia, about 15% of the average Georgia filer (state average ~1,096 per filing). Assets: $12M.
- #4,156
- in Administrative & Support Services (4,927 peers)
- -9.8%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Phoenix Healthcare Management Services, Inc. 401(k) Plan's outsized position by total assets
Phoenix Healthcare Management Services, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,800,608 Top 32% higher than 68% 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
Phoenix Healthcare Management Services, Inc. 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 Healthcare Management Services, Inc. 401(k) Plan sits mid-pack in the medium band (162 participants).
Published 5500 schedule card
Filing strip 582002963 · Phoenix Healthcare Management Services, Inc. PY 2022 · 401(k)
Phoenix Healthcare Management Services, Inc. 401(k) Plan · $12M · 162 · 68th
- BOOK $12M
- BOOK 162
- BOOK 68th
- BOOK 401(k)
- BOOK near Vetter Equipment Company Inc 401(k) Profit Sharing Trust
- BOOK ind #4156
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 Administrative & Support Services retirement plans → · Plans in Georgia →
Phoenix Healthcare Management Services, Inc. 401(k) Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$1M |
| Employer EIN | 582002963 |
| Plan Effective Date | 1993-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Phoenix Healthcare Management Services, Inc.)
Sponsor-wide plan assets over time
All Phoenix Healthcare Management Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 22.96730812514067% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 162 | $12M |
| 2023 | 1 | 182 | $13M |
| 2024 | 1 | 154 | $15M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster-UPS National 401(k) Tax Deferred Savings Plan $14.7B · 549,610
- Delta 401(k) Retirement Plan $13.2B · 72,820
- Delta 401(k) Retirement Plan for Pilots $11.5B · 12,193
- UPS 401 (K) Savings Plan $11.3B · 107,310
- The Home Depot Futurebuilder $10.7B · 423,174
Phoenix Healthcare Management Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Vetter Equipment Company Inc 401(k) Profit Sharing Trust in KS ($12M); by covered participants it is News Communications Inc. 401(k) in TX (162 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (162 participants); asset peers above are excluded.
- News Communications Inc. 401(k) (TX) 162 · 0 off
- Severson Group 401(k) Plan (CA) 162 · 0 off
- Essenhaus, Inc. 401(k) Retirement Plan & Trust (IN) 162 · 0 off
- A. L. Prime Energy Consultant, Inc. Retirement Plan (MA) 162 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.