401(k) · DOL Form 5500 · 2022

Rising Phoenix Holdings Corporation 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
650
Participants Below avg headcount
70th
Percentile by assets National rank
$20,396
Avg per participant Low balance/head
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Official DOL plan name: Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan · Sponsored by Rising Phoenix Holdings Corporation · New York · Finance & Insurance

$13M in assets, 650 participants

Rising Phoenix Holdings Corporation's Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan reported $13M in total assets and 650 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #5,045 in Finance & Insurance (9,261 peers)

Rising Phoenix Holdings Corporation multi-year trail

Rising Phoenix Holdings Corporation's plans moved +26.5% in assets from 2022 to 2023; this filing shows Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan at $13M / 650 participants.

#5,045
in Finance & Insurance (9,261 peers)
+6.4%
assets growth YoY

Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan's outsized position by total assets

Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan vs every filed plan by assets

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

$13,257,641 Top 30% higher than 70% 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

Rising Phoenix Holdings Corporation 401(k) Retirement Savings 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. Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan sits mid-pack in the medium band (650 participants).

DOL schedule card

Filing strip 742367164 · Rising Phoenix Holdings Corporation PY 2022 · 401(k)

Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan · $13M · 650 · 70th

  • VS-ST $13M
  • BOY 650
  • SCH 70th
  • EBSA 401(k)
  • PART near Jak Schmidt, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #5045

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 Finance & Insurance retirement plans → · Plans in New York →

Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan in the asset neighbourhood

Rising Phoenix Holdings Corporation 401(k) Retirement Savings PlanRising Phoenix Holdings Corp…$13MJak Schmidt, Inc. 401(k) Profit Sharing PlanJak Schmidt, Inc. 401(k) Pro…$13MGraphic Communications 401(k) PlanGraphic Communications 401(k…$13MEye Surgeons of Indiana, P. C. 401(k) Profit Sharing PlanEye Surgeons of Indiana, P. …$13MO'keeffes, Inc. 401(k) Plan & TrustO'keeffes, Inc. 401(k) Plan …$13M
End-of-year total assets ($M) among Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Rising Phoenix Holdings Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Rising Phoenix Holdings Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$17M 26.529629215333255% vs 2022
2023 filing year
$12M$14M$16M$18M 20222023 $13.3M $16.8M ▲ +26.5%
Year Plans Participants Total Assets
2022 1 650 $13M
2023 1 743 $17M

Rising Phoenix Holdings Corporation filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$795K
Employer EIN742367164
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan, Total assets ($B): 0.013257641 · Participants: 650Rising Phoenix Holdings Corporation 401(k) Retirement Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan side-by-side with 3 peers →

Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Jak Schmidt, Inc. 401(k) Profit Sharing Plan in NM ($13M); by covered participants it is Whoop 401(k) Plan in MA (650 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (650 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 Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan assets move in 2022? ▼
Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan grew at a solid clip - up 6.4% during 2022, from $12M to $13M. Reported net income was $795K.
How have Rising Phoenix Holdings Corporation plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Rising Phoenix Holdings Corporation's sponsor-wide assets grew 26.5%, from $13M to $17M.
Which 401(k) plans are similar in size to Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jak Schmidt, Inc. 401(k) Profit Sharing Plan in NM ($13M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Whoop 401(k) Plan in MA (650 participants, $8M 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 742367164.

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.