401(k) · DOL Form 5500 · 2022

Phi Group, Inc. 401(k) Plan

Data updated 2026-08-25

$357M
Total assets Above avg plan size
1,940
Participants Near avg headcount
97th
Percentile by assets National rank
$184,164
Avg per participant Above avg balance/head
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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.

  • #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.

#3,738
in Transportation & Warehousing (3,876 peers)
-21.0%
assets change YoY
3.6×
vs typical plan assets (national mean)

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.

Phi Group, Inc. 401(k) Retirement Plan's outsized position 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

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

Phi Group, Inc. 401(k) Retirement 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. Phi Group, Inc. 401(k) Retirement Plan lands in the large band (1,940 participants).

Plan-year Form 5500 strip

Filing strip 842513763 · Phi Group, Inc. PY 2022 · 401(k)

Phi Group, Inc. 401(k) Retirement Plan · $357M · 1,940 · 97th

  • NET $357M
  • BOOK 1,940
  • VS-ST 97th
  • BOY 401(k)
  • SCH near Materion Corporation Retirement Savings Plan
  • EBSA ind #3738

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 Transportation & Warehousing retirement plans → · Plans in Louisiana →

Phi Group, Inc. 401(k) Retirement Plan in the asset neighbourhood

Riot Games 401(k) Plan$358MMaterion Corporation Retirement Savings PlanMaterion Corporation Retirem…$357MPhi Group, Inc. 401(k) Retirement PlanPhi Group, Inc. 401(k) Retir…$357MBenchmark Electronics, Inc. 401(k) Employee Savings PlanBenchmark Electronics, Inc. …$357MEmployee Savings Plan for Graham PackaginEmployee Savings Plan for Gr…$357M
End-of-year total assets ($M) among Phi Group, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Louisiana filing particulars

Total Assets (Beginning of Year)$452M
Net Assets (End of Year)$357M
Net Income-$95M
Employer EIN842513763
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phi Group, Inc.)

Sponsor-wide plan assets over time

All Phi Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$427M 19.489099602648345% vs 2022
2024 filing year
$350M$400M$450M 202220232024 $357M $427M ▲ +19.5%
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 Scatter plot of 6 data points. 0500010000150002000025000 01234 Total assets ($B) Participants Phi Group, Inc. 401(k) Retirement Plan, Total assets ($B): 0.357278994 · Participants: 1940Phi Group, Inc. 401(k) Retirement PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.384808796 · Participants: 11580Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 1.885488107 · Participants: 23072Ochsner Clinic Foundation 401(k) PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.717744201 · Participants: 20184Amedisys Holding, LLC 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.716316398 · Participants: 12675Louisiana Children's Medical Center Retirement and Savings PlanLouisiana Health Service & Indemnity Co. Tax-Favored Savings Program, Total assets ($B): 0.490654262 · Participants: 3660Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program
Phi Group, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Phi Group, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Phi Group, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Materion Corporation Retirement Savings Plan in OH ($357M); by covered participants it is Optiv Security Inc. 401(k) Retirement Saving Plan in CO (1,940 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($357M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,940 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 Phi Group, Inc. 401(k) Retirement Plan assets move in 2022? ▼
Phi Group, Inc. 401(k) Retirement Plan declined sharply - down 21.0% during 2022, from $452M to $357M. Reported net income was -$95M.
How have Phi Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phi Group, Inc.'s sponsor-wide assets grew 19.5%, from $357M to $427M.
Where does Phi Group, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Phi Group, Inc. 401(k) Retirement Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Phi Group, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Materion Corporation Retirement Savings Plan in OH ($357M, 2,225 participants).
Which 401(k) plans cover a similar participant headcount to Phi Group, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Optiv Security Inc. 401(k) Retirement Saving Plan in CO (1,940 participants, $178M 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 842513763.

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.