401(k) · DOL Form 5500 · 2022
Tpg, Inc. 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 218
- Participants Below avg headcount
- 61st
- Percentile by assets National rank
- $38,153
- Avg per participant Low balance/head
Official DOL plan name: The Phoenix Group 401(k) Plan · Sponsored by Tpg, Inc. · Indiana · Professional & Technical Services
$8M in assets, 218 participants
Tpg, Inc.'s The Phoenix Group 401(k) Plan reported $8M in total assets and 218 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.
- #12,811 in Professional & Technical Services (21,562 peers)
Coverage in Indiana
The Phoenix Group 401(k) Plan covers 218 participants in Indiana, about 40% of the average Indiana filer (state average ~541 per filing). Assets: $8M.
- #12,811
- in Professional & Technical Services (21,562 peers)
- -10.5%
- assets change YoY
The plan reported a net loss of $977K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Phoenix Group 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
The Phoenix Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,317,282 Top 39% higher than 61% 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 Phoenix Group 401(k) 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. The Phoenix Group 401(k) Plan sits mid-pack in the medium band (218 participants).
Plan-year Form 5500 strip
Filing strip 611549017 · Tpg, Inc. PY 2022 · 401(k)
The Phoenix Group 401(k) Plan · $8M · 218 · 61st
- TYPE $8M
- TYPE 218
- TYPE 61st
- TYPE 401(k)
- TYPE near Bluestar Resort & Golf 401(k) Retirement Plan
- TYPE ind #12811
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 Indiana →
The Phoenix Group 401(k) Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$977K |
| Employer EIN | 611549017 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tpg, Inc.)
Sponsor-wide plan assets over time
All Tpg, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 56.284745425248296% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 218 | $8M |
| 2023 | 1 | 241 | $11M |
| 2024 | 1 | 268 | $13M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Elevance Health 401(k) Plan $9.5B · 71,898
- The Lilly Employee 401(k) Plan $8.9B · 15,607
- Cummins Retirement and Savings Plan $4.4B · 23,710
- Iu Health 401(k) Savings Plan $3.2B · 39,243
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.0B · 8,632
The Phoenix Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Bluestar Resort & Golf 401(k) Retirement Plan in CA ($8M); by covered participants it is Identity Management Services Organization, LLC 401(k) Plan in CA (218 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (218 participants); asset peers above are excluded.
- Identity Management Services Organization, LLC 401(k) Plan (CA) 218 · 0 off
- Merfish United 401(k) Plan (MA) 218 · 0 off
- Hccs 401(k) Plan (FL) 218 · 0 off
- Care Partners Assisted Living Retirement Plan (WI) 218 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.