401(k) · DOL Form 5500 · 2022
Phi Group, Inc. 401(k) Plan
Data updated 2026-08-11
- $357M
- Total assets
- 1,940
- Participants
- 97th
- Percentile by assets
- $184,164
- Avg per participant
Official DOL plan name: Phi Group, Inc. 401(k) Retirement Plan · Sponsored by Phi Group, Inc. · Louisiana · Transportation & Warehousing
$357M in assets, 1,940 participants
Phi Group, Inc.'s Phi Group, Inc. 401(k) Retirement Plan reported $357M in total assets and 1,940 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,126 plans)
- #3,738 in Transportation & Warehousing (3,876 peers)
Coverage in Louisiana
Phi Group, Inc. 401(k) Retirement Plan covers 1,940 participants in Louisiana, 3.9x the typical Louisiana plan (state average ~495 per filing). Assets: $357M.
- $357M
- total plan assets (2022 EOY)
- 1,940
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $184,164
- avg assets per participant
The plan reported a net loss of $95M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Phi Group, Inc. 401(k) Retirement Plan sits by total assets
Phi Group, Inc. 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$357,278,994 Top 3% higher than 97% 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
Participants vs Louisiana filers
In Louisiana, the average filing covers about 495 participants across 1,155 plans. Phi Group, Inc. 401(k) Retirement Plan reports 1,940 participants - 3.9x that state average ($357M EOY assets).
Louisiana filing particulars
| Total Assets (Beginning of Year) | $452M |
|---|---|
| Net Assets (End of Year) | $357M |
| Net Income | -$95M |
| Employer EIN | 842513763 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Phi Group, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,940 | $357M |
| 2023 | 1 | 1,986 | $396M |
| 2024 | 1 | 2,106 | $427M |
Nearby 401(k) Plans in Louisiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Phi Group, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
- Savings Plan of Entergy Corporation and Subsidiaries $3.4B · 11,580
- Ochsner Clinic Foundation 401(k) Plan $1.9B · 23,072
- Amedisys Holding, LLC 401(k) Plan $718M · 20,184
- Louisiana Children's Medical Center Retirement and Savings Plan $716M · 12,675
- Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program $491M · 3,660
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Phi Group, Inc. 401(k) Retirement Plan by total assets, not by location.
- Materion Corporation Retirement Savings Plan (OH) $357M · 2,225
- Benchmark Electronics, Inc. 401(k) Employee Savings Plan (AZ) $357M · 2,855
- Riot Games 401(k) Plan (CA) $358M · 2,839
- Employee Savings Plan for Graham Packagin (PA) $357M · 3,792
Frequently Asked Questions
How did Phi Group, Inc. 401(k) Retirement Plan assets move in 2022? ▼
How have Phi Group, Inc. plan assets changed over time? ▼
Where does Phi Group, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for Phi Group, Inc. 401(k) Retirement Plan
Filing takeaways
Ways to act on Phi Group, Inc. 401(k) Retirement Plan's numbers.
- By total assets, Phi Group, Inc. 401(k) Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Louisiana. Compare plans
- Phi Group, Inc.'s sponsor-wide assets have grown 19.5% since 2022 across 3 plan years on file. More Transportation & Warehousing plans