401(k) · DOL Form 5500 · 2022

Phoenix Coal Holdings, LLC 401(k) Plan

Q: How did The Potter Companies Retirement Savings Plan assets move in 2022?

The Potter Companies Retirement Savings Plan grew at a solid clip - up 13.2% during 2022, from $6M to $6M. Reported net income was $748K.

Q: How have Phoenix Coal Holdings, LLC plan assets changed over time?

Across 3 plan years on file (2022-2024), Phoenix Coal Holdings, LLC's sponsor-wide assets grew 83.4%, from $6M to $12M.

Q: Which 401(k) plans are similar in size to The Potter Companies Retirement Savings Plan?

Among 401(k) plans in other states, the closest by assets is Simulmedia Inc 401(k) in NY ($6M, 127 participants).

Q: Which 401(k) plans cover a similar participant headcount to The Potter Companies Retirement Savings Plan?

Among 401(k) plans in other states, the closest by covered participants is Morgan US Employees' 401(k) Plan in NC (2,002 participants, $243M in assets).

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 2,002
Participants Near avg headcount: 56th
Percentile by assets National rank: $3,210
Avg per participant Low balance/head

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Official DOL plan name: The Potter Companies Retirement Savings Plan · Sponsored by Phoenix Coal Holdings, LLC · Kentucky · Mining & Oil Extraction

$6M in assets, 2,002 participants

Phoenix Coal Holdings, LLC's The Potter Companies Retirement Savings Plan reported $6M in total assets and 2,002 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

#329 in Mining & Oil Extraction (892 peers)

Coverage in Kentucky

The Potter Companies Retirement Savings Plan covers 2,002 participants in Kentucky, 3.1x the typical Kentucky plan (state average ~647 per filing). Assets: $6M.

#329
in Mining & Oil Extraction (892 peers): +13.2%
assets growth YoY

The Potter Companies Retirement Savings Plan's mid-pack asset rank among Mining & Oil Extraction and all filers

The Potter Companies Retirement Savings Plan vs every filed plan by assets

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

$6,426,779 Top 44% higher than 56% 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

The Potter Companies Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Potter Companies Retirement Savings Plan lands in the large band (2,002 participants).

Micro (1-10) 37,406 filings (26%) Small (11-100) 30,574 filings (21%) Medium (101-1,000) 63,709 filings (45%) Large (1,001-10,000) 9,970 filings (7%) Mega (10,000+) 1,298 filings (<1%)

Plan-year Form 5500 strip

Filing strip 832375765 · Phoenix Coal Holdings, LLC PY 2022 · 401(k)

The Potter Companies Retirement Savings Plan · $6M · 2,002 · 56th

VS-ST $6M
VS-ST 2,002
VS-ST 56th
VS-ST 401(k)
VS-ST near Simulmedia Inc 401(k)
VS-ST ind #329

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 Mining & Oil Extraction retirement plans → · Plans in Kentucky →

End-of-year total assets ($M) among The Potter Companies Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$6M
Net Income	$748K
Employer EIN	832375765
Plan Effective Date	1990-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Phoenix Coal Holdings, LLC)

Latest sponsor-wide plan assets: $12M 83.41923691479045% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2,002	$6M
2023	1	2,200	$9M
2024	1	964	$12M

Nearby 401(k) Plans in Kentucky

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

The Potter Companies Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Humana Retirement Savings Plan $6.4B · 44,930
Commonspirit Health 401(k) Retirement Savings Plan $6.1B · 85,671
UPS/Ipa 401 (K) Savings Plan $1.2B · 2,992
Lexmark Savings Plan $1.1B · 1,811
Kindred 401 (K) Plan $969M · 22,132

Compare The Potter Companies Retirement Savings Plan side-by-side with 3 peers →

The Potter Companies Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Simulmedia Inc 401(k) in NY ($6M); by covered participants it is Morgan US Employees' 401(k) Plan in NC (2,002 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Simulmedia Inc 401(k) (NY) $6M · 127
Vilden Associates, Inc. 401(k) Plan (CA) $6M · 20
Carechoices Hospice and Pallia 401(k) Profit Sharing Plan & Trust (CA) $6M · 115
Teds, Inc. 401(k) Profit Sharing Plan (VA) $6M · 18

Similar participant headcount

Nearest other-state filings by covered participants (2,002 participants); asset peers above are excluded.

Morgan US Employees' 401(k) Plan (NC) 2,002 · 0 off
Zara USA & Related Companies 401(k) Plan (NY) 2,002 · 0 off
Xanterra Parks & Resorts, Inc. Employee Savings Plan (CO) 2,003 · 1 off
Ardagh North America 401(k) Plan (IN) 2,001 · 1 off

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 The Potter Companies Retirement Savings Plan assets move in 2022? ▼

The Potter Companies Retirement Savings Plan grew at a solid clip - up 13.2% during 2022, from $6M to $6M. Reported net income was $748K.

How have Phoenix Coal Holdings, LLC plan assets changed over time? ▼