401(k) · DOL Form 5500 · 2022
Phnx Corp. 401(k) Plan
Data updated 2026-08-25
- $138K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 8th
- Percentile by assets National rank
- $137,619
- Avg per participant Near avg balance/head
Official DOL plan name: Phnx Corp 401(k) · Sponsored by Phnx Corp. · California · Professional & Technical Services
$138K in assets, 1 participants
Phnx Corp.'s Phnx Corp 401(k) reported $138K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 8th 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.
- #1,468 in Professional & Technical Services (21,562 peers)
2022 asset change
Phnx Corp 401(k) pulled back noticeably 13.1% in 2022 ($158K → $138K) for 1 participant.
- #1,468
- in Professional & Technical Services (21,562 peers)
- -13.1%
- assets change YoY
The plan reported a net loss of $21K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Phnx Corp 401(k) among the smaller filed plans by assets
Phnx Corp 401(k) vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$137,619 8th percentile higher than 8% 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
Phnx Corp 401(k) among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phnx Corp 401(k) is a micro filing (1 participant), the leftmost band.
Published 5500 schedule card
Filing strip 861837002 · Phnx Corp. PY 2022 · 401(k)
Phnx Corp 401(k) · $138K · 1 · 8th
- VS-ST $138K
- VS-ST 1
- VS-ST 8th
- VS-ST 401(k)
- VS-ST near Nelson + Morgan Architects, Inc. 401(k) Profit Sharing Plan
- VS-ST ind #1468
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 California →
Phnx Corp 401(k) in the asset neighbourhood
Phnx Corp. years around the 2022 move
Sponsor-wide plan assets over time
All Phnx Corp. plans reported in each filing year
- Latest sponsor-wide plan assets
- $138K 0.07048445345482819% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $138K |
| 2023 | 1 | 1 | $138K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $158K |
|---|---|
| Net Assets (End of Year) | $138K |
| Net Income | -$21K |
| Employer EIN | 861837002 |
| Plan Effective Date | 2021-02-03 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Phnx Corp 401(k)'s out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Nelson + Morgan Architects, Inc. 401(k) Profit Sharing Plan in TX ($138K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($138K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Kellow Corporation 401(k) Profit Sharing Plan (WI) 1 · 0 off
- Steven a Root Enterprises, Inc. 401 K Plan (IA) 1 · 0 off
- Rebel Goat 401(k) 2022 (UT) 1 · 0 off
- Dmg Beauty, Inc. 401(k) Profit Sharing Plan (MD) 1 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.