401(k) · DOL Form 5500 · 2022
Phoenix Financial Services, LLC 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 232
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $52,021
- Avg per participant Low balance/head
Official DOL plan name: Phoenix Financial Services, LLC Group Retirement Plan · Sponsored by Phoenix Financial Services, LLC · South Carolina · Professional & Technical Services
$12M in assets, 232 participants
Phoenix Financial Services, LLC's Phoenix Financial Services, LLC Group Retirement Plan reported $12M in total assets and 232 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.
- #14,627 in Professional & Technical Services (21,562 peers)
Phoenix Financial Services, LLC multi-year trail
Phoenix Financial Services, LLC's plans moved +24.5% in assets from 2022 to 2024; this filing shows Phoenix Financial Services, LLC Group Retirement Plan at $12M / 232 participants.
- #14,627
- in Professional & Technical Services (21,562 peers)
- -15.7%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Phoenix Financial Services, LLC Group Retirement Plan's outsized position by total assets
Phoenix Financial Services, LLC Group Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,068,918 Top 31% higher than 69% 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 Financial Services, LLC Group 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. Phoenix Financial Services, LLC Group Retirement Plan sits mid-pack in the medium band (232 participants).
Published 5500 schedule card
Filing strip 300651611 · Phoenix Financial Services, LLC PY 2022 · 401(k)
Phoenix Financial Services, LLC Group Retirement Plan · $12M · 232 · 69th
- RANK $12M
- RANK 232
- RANK 69th
- RANK 401(k)
- RANK near Bil-Jac Foods, Inc. 401(k) Plan
- RANK ind #14627
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 Professional & Technical Services retirement plans → · Plans in South Carolina →
Phoenix Financial Services, LLC Group Retirement Plan in the asset neighbourhood
Phoenix Financial Services, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Phoenix Financial Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 24.470967488552% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 232 | $12M |
| 2023 | 1 | 247 | $15M |
| 2024 | 1 | 257 | $15M |
Phoenix Financial Services, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$2M |
| Employer EIN | 300651611 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $3.6B · 13,708
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.2B · 7,829
- Sonoco Retirement & Savings Plan $1.2B · 9,714
- The Milliken Retirement Plan $1.2B · 6,185
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.1B · 11,881
Phoenix Financial Services, LLC Group Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Bil-Jac Foods, Inc. 401(k) Plan in OH ($12M); by covered participants it is Argo Data Resource Corporation 401(k) Plan in TX (232 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 (232 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.