401(k) · DOL Form 5500 · 2022

Phoenix Contact Development and Manufacturing, Inc. 401(k) Plan

Data updated 2026-08-25

$120M
Total assets Near avg plan size
840
Participants Near avg headcount
94th
Percentile by assets National rank
$142,905
Avg per participant Near avg balance/head
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Official DOL plan name: Phoenix Contact Employee Investment Plan · Sponsored by Phoenix Contact Development and Manufacturing, Inc. · Pennsylvania · Wholesale Trade

$120M in assets, 840 participants

Phoenix Contact Development and Manufacturing, Inc.'s Phoenix Contact Employee Investment Plan reported $120M in total assets and 840 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.

  • #6,497 in Wholesale Trade (6,843 peers)

Where Phoenix Contact Employee Investment Plan sits by assets

Phoenix Contact Employee Investment Plan sits in the top 10% of all filed plans by assets, $120M for 840 participants (~$142,905/participant), down 13.8% in 2022.

#6,497
in Wholesale Trade (6,843 peers)
-13.8%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Phoenix Contact Employee Investment Plan's outsized position by total assets

Phoenix Contact Employee Investment Plan vs every filed plan by assets

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

$120,039,926 Top 6% higher than 94% 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 Contact Employee Investment 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 Contact Employee Investment Plan sits mid-pack in the medium band (840 participants).

DOL schedule card

Filing strip 752979405 · Phoenix Contact Development and Manufacturing, Inc. PY 2022 · 401(k)

Phoenix Contact Employee Investment Plan · $120M · 840 · 94th

  • VS-ST $120M
  • VS-ST 840
  • VS-ST 94th
  • VS-ST 401(k)
  • VS-ST near IBEW Employees' 401(k) Plan
  • VS-ST ind #6497

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 Wholesale Trade retirement plans → · Plans in Pennsylvania →

Phoenix Contact Employee Investment Plan in the asset neighbourhood

Echo Global Logistics 401(k) Savings and Retirement PlanEcho Global Logistics 401(k)…$120MWestwood Professional Services, Inc. 401(k) Profit Sharing PlanWestwood Professional Servic…$120MPhoenix Contact Employee Investment PlanPhoenix Contact Employee Inv…$120MIBEW Employees' 401(k) Plan$120MUnitil Corporation Tax Deferred Savings and Investment PlanUnitil Corporation Tax Defer…$120M
End-of-year total assets ($M) among Phoenix Contact Employee Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$139M
Net Assets (End of Year)$120M
Net Income-$19M
Employer EIN752979405
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phoenix Contact Development and Manufacturing, Inc.)

Sponsor-wide plan assets over time

All Phoenix Contact Development and Manufacturing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$169M 40.78347482486785% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $120M $169M ▲ +40.8%
Year Plans Participants Total Assets
2022 1 840 $120M
2023 1 951 $144M
2024 1 1,106 $169M

Nearby 401(k) Plans in Pennsylvania

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

Phoenix Contact Employee Investment Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Phoenix Contact Employee Investment Plan, Total assets ($B): 0.120039926 · Participants: 840Phoenix Contact Employee Investment PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Phoenix Contact Employee Investment Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Phoenix Contact Employee Investment Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is IBEW Employees' 401(k) Plan in DC ($120M); by covered participants it is Plaid 401(k) Plan in CA (840 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (840 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 Contact Employee Investment Plan assets move in 2022? ▼
Phoenix Contact Employee Investment Plan pulled back noticeably - down 13.8% during 2022, from $139M to $120M. Reported net income was -$19M.
How have Phoenix Contact Development and Manufacturing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phoenix Contact Development and Manufacturing, Inc.'s sponsor-wide assets grew 40.8%, from $120M to $169M.
Where does Phoenix Contact Employee Investment Plan rank by assets among Form 5500 filers? ▼
Phoenix Contact Employee Investment 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 Phoenix Contact Employee Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is IBEW Employees' 401(k) Plan in DC ($120M, 1,055 participants).
Which 401(k) plans cover a similar participant headcount to Phoenix Contact Employee Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Plaid 401(k) Plan in CA (840 participants, $41M 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 752979405.

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.