401(k)
2022 plan-year 401(k) DOL Form 5500

Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Rising Phoenix Holdings Corporation · New York · Finance & Insurance

What the 2023 filing shows

Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan holds $13M for 650 participants — about $20,396 per participant, up 6.4% over the 2022 plan year.

$13M
total plan assets (2022 EOY)
650
covered participants
$20,396
avg assets per participant
+6.4%
assets growth YoY
Total Assets (2023)
$13M
Participants
650
State
Industry
Finance & Insurance

What the Filing Says About Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan

Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan is a 401(k) retirement plan sponsored by Rising Phoenix Holdings Corporation, headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $13M in total end-of-year assets and covers 650 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 742367164, and the plan has been effective since 1997-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $12M at the beginning of 2022 to $13M at year-end — a gain of 6.4%. Net assets (after liabilities) closed the year at $13M, with reported net income of $795K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$12M
Total Assets (End of Year)$13M
Net Assets (End of Year)$13M
Net Income$795K
Plan Type401(k)
Employer EIN742367164
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rising Phoenix Holdings Corporation)

Year Plans Participants Total Assets
2022 1 650 $13M
2023 1 743 $17M

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Frequently Asked Questions

How much money is in the Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan?
As of the 2022 Form 5500 filing, Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan holds $13M in total assets with 650 participants. It is sponsored by Rising Phoenix Holdings Corporation.
What type of plan is Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan?
Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan is a 401(k) plan. It has been effective since 1997-01-01. The plan is filed with the U.S. Department of Labor under EIN 742367164.
Who sponsors the Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan?
Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan is sponsored by Rising Phoenix Holdings Corporation, located in New York. The sponsor's EIN is 742367164 and the plan operates in the Finance & Insurance industry.
How did Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan perform in 2022?
Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan grew by 6.4% during 2022, moving from $12M to $13M in total assets. Net income was $795K.
Where can I find official filings for Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan?
Official Form 5500 filings for Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 742367164 or plan name at efast.dol.gov.
How does Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan compare to other plans?
You can compare Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.