401(k) · DOL Form 5500 · 2022

Phoenix Technologies, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
44
Participants Small participant base
79th
Percentile by assets National rank
$521,798
Avg per participant High balance/head
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Official DOL plan name: Phoenix Employees Retirement Trust · Sponsored by Phoenix Technologies, Inc. · California · Professional & Technical Services

$23M in assets, 44 participants

Phoenix Technologies, Inc.'s Phoenix Employees Retirement Trust reported $23M in total assets and 44 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #17,156 in Professional & Technical Services (21,562 peers)

Where Phoenix Employees Retirement Trust sits by assets

Phoenix Employees Retirement Trust sits in the top quartile of all filed plans by assets, $23M for 44 participants (~$521,798/participant), down 27.2% in 2022.

#17,156
in Professional & Technical Services (21,562 peers)
-27.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Phoenix Employees Retirement Trust's outsized position by total assets

Phoenix Employees Retirement Trust vs every filed plan by assets

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

$22,959,128 Top 21% higher than 79% 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 Employees Retirement Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phoenix Employees Retirement Trust is a small filing (44 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 854052519 · Phoenix Technologies, Inc. PY 2022 · 401(k)

Phoenix Employees Retirement Trust · $23M · 44 · 79th

  • BOOK $23M
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  • BOOK near Dave Jones, Inc. 401(k) Plan
  • BOOK ind #17156

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 →

Phoenix Employees Retirement Trust in the asset neighbourhood

Phoenix Employees Retirement TrustPhoenix Employees Retirement…$23MDave Jones, Inc. 401(k) Plan$23MPalms Associates, LLC 401(k)/Profit Sharing PlanPalms Associates, LLC 401(k)…$23MPotamkin Retirement Plan$23MBake'n Joy Foods 401(k) Plan$23M
End-of-year total assets ($M) among Phoenix Employees Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$23M
Net Income-$9M
Employer EIN854052519
Plan Effective Date1983-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phoenix Technologies, Inc.)

Sponsor-wide plan assets over time

All Phoenix Technologies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 32.51255012821044% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23M $30.4M ▲ +32.5%
Year Plans Participants Total Assets
2022 1 44 $23M
2023 1 47 $26M
2024 1 71 $30M

Nearby 401(k) Plans in California

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

Phoenix Employees Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Phoenix Employees Retirement Trust, Total assets ($B): 0.022959128 · Participants: 44Phoenix Employees Retirement TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Phoenix Employees Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Phoenix Employees Retirement Trust side-by-side with 3 peers →

Phoenix Employees Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Dave Jones, Inc. 401(k) Plan in WI ($23M); by covered participants it is Bay Corporation Profit Sharing Plan & Trust in OH (44 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (44 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 Employees Retirement Trust assets move in 2022? ▼
Phoenix Employees Retirement Trust declined sharply - down 27.2% during 2022, from $32M to $23M. Reported net income was -$9M.
How have Phoenix Technologies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phoenix Technologies, Inc.'s sponsor-wide assets grew 32.5%, from $23M to $30M.
Where does Phoenix Employees Retirement Trust rank by assets among Form 5500 filers? ▼
Phoenix Employees Retirement Trust ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Phoenix Employees Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Dave Jones, Inc. 401(k) Plan in WI ($23M, 483 participants).
Which 401(k) plans cover a similar participant headcount to Phoenix Employees Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Bay Corporation Profit Sharing Plan & Trust in OH (44 participants, $10M 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 854052519.

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.