401(k) · DOL Form 5500 · 2022

Phoenix Taco LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
311
Participants Below avg headcount
31st
Percentile by assets National rank
$5,425
Avg per participant Low balance/head
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Official DOL plan name: Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Phoenix Taco LLC · North Carolina · Food Services & Accommodation

$2M in assets, 311 participants

Phoenix Taco LLC's Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust reported $2M in total assets and 311 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #3,068 in Food Services & Accommodation (4,592 peers)

Coverage in North Carolina

Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust covers 311 participants in North Carolina, about 38% of the average North Carolina filer (state average ~819 per filing). Assets: $2M.

#3,068
in Food Services & Accommodation (4,592 peers)
+104.1%
assets growth YoY

Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$1,687,071 31st percentile higher than 31% 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 Taco LLC 401(k) Profit Sharing Plan and Trust 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 Taco LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (311 participants).

Published 5500 schedule card

Filing strip 562108172 · Phoenix Taco LLC PY 2022 · 401(k)

Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust · $2M · 311 · 31st

  • PCT $2M
  • PCT 311
  • PCT 31st
  • PCT 401(k)
  • PCT near Love, Inc. 401(k) Profit Sharing Plan
  • PCT ind #3068

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 Food Services & Accommodation retirement plans → · Plans in North Carolina →

Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Phoenix Taco LLC 401(k) Profit Sharing Plan and TrustPhoenix Taco LLC 401(k) Prof…$2MLove, Inc. 401(k) Profit Sharing PlanLove, Inc. 401(k) Profit Sha…$2MBamboo 54, Inc. Profit Sharing/401(k) PlanBamboo 54, Inc. Profit Shari…$2MBondtech Corporation Retirement PlanBondtech Corporation Retirem…$2MFiber Industries LLC 401(k) PlanFiber Industries LLC 401(k) …$2M
End-of-year total assets ($M) among Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$827K
Net Assets (End of Year)$2M
Net Income$819K
Employer EIN562108172
Plan Effective Date2016-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phoenix Taco LLC)

Sponsor-wide plan assets over time

All Phoenix Taco LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 141.4325182520475% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $1.69M $4.07M ▲ +140.8%
Year Plans Participants Total Assets
2022 1 311 $2M
2023 1 416 $2M
2024 1 730 $4M

Nearby 401(k) Plans in North Carolina

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

Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.001687071 · Participants: 311Phoenix Taco LLC 401(k) Profit Sharing Plan and TrustThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Love, Inc. 401(k) Profit Sharing Plan in TX ($2M); by covered participants it is Brightwheel 401(k) Plan in CA (311 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (311 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 Taco LLC 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust surged - up 104.1% during 2022, from $827K to $2M. Reported net income was $819K.
How have Phoenix Taco LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phoenix Taco LLC's sponsor-wide assets grew 141.4%, from $2M to $4M.
Which 401(k) plans are similar in size to Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Love, Inc. 401(k) Profit Sharing Plan in TX ($2M, 27 participants).
Which 401(k) plans cover a similar participant headcount to Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Brightwheel 401(k) Plan in CA (311 participants, $6M 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 562108172.

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.