401(k) · DOL Form 5500 · 2022

The Phoenix Forge Group, LLC 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
284
Participants Below avg headcount
83rd
Percentile by assets National rank
$107,441
Avg per participant Below avg balance/head
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Official DOL plan name: The Phoenix Forge Group 401(k) Savings Plan · Sponsored by The Phoenix Forge Group, LLC · Pennsylvania · Manufacturing

$31M in assets, 284 participants

The Phoenix Forge Group, LLC's The Phoenix Forge Group 401(k) Savings Plan reported $31M in total assets and 284 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #15,644 in Manufacturing (20,602 peers)

Coverage in Pennsylvania

The Phoenix Forge Group 401(k) Savings Plan covers 284 participants in Pennsylvania, about 35% of the average Pennsylvania filer (state average ~822 per filing). Assets: $31M.

#15,644
in Manufacturing (20,602 peers)
-11.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Phoenix Forge Group 401(k) Savings Plan's outsized position by total assets

The Phoenix Forge Group 401(k) Savings Plan vs every filed plan by assets

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

$30,513,181 Top 17% higher than 83% 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

The Phoenix Forge Group 401(k) Savings 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 Forge Group 401(k) Savings Plan sits mid-pack in the medium band (284 participants).

EBSA filing schedule strip

Filing strip 232932241 · The Phoenix Forge Group, LLC PY 2022 · 401(k)

The Phoenix Forge Group 401(k) Savings Plan · $31M · 284 · 83rd

  • IND $31M
  • IND 284
  • IND 83rd
  • IND 401(k)
  • IND near Greenway Ford 401(k) Plan
  • IND ind #15644

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 Manufacturing retirement plans → · Plans in Pennsylvania →

The Phoenix Forge Group 401(k) Savings Plan in the asset neighbourhood

Coastal Pacific Food Distributors 401(k) Profit Sharing PlanCoastal Pacific Food Distrib…$31MCrabel Capital Management, LLC Retirement Savings PlanCrabel Capital Management, L…$31MThe Phoenix Forge Group 401(k) Savings PlanThe Phoenix Forge Group 401(…$31MGreenway Ford 401(k) Plan$31MS Tec Group, Inc. 401(k) Employee Stock Ownership PlanS Tec Group, Inc. 401(k) Emp…$31M
End-of-year total assets ($M) among The Phoenix Forge Group 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$31M
Net Income-$4M
Employer EIN232932241
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Phoenix Forge Group, LLC)

Sponsor-wide plan assets over time

All The Phoenix Forge Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$45M 46.763685503651686% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $30.5M $44.8M ▲ +46.8%
Year Plans Participants Total Assets
2022 1 284 $31M
2023 1 324 $38M
2024 1 323 $45M

Nearby 401(k) Plans in Pennsylvania

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

The Phoenix Forge Group 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants The Phoenix Forge Group 401(k) Savings Plan, Total assets ($B): 0.030513181 · Participants: 284The Phoenix Forge Group 401(k) Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
The Phoenix Forge Group 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare The Phoenix Forge Group 401(k) Savings Plan side-by-side with 3 peers →

The Phoenix Forge Group 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Greenway Ford 401(k) Plan in FL ($31M); by covered participants it is Galesburg Hospital Corporation 401(k) Savings Plan in IL (284 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (284 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 The Phoenix Forge Group 401(k) Savings Plan assets move in 2022? ▼
The Phoenix Forge Group 401(k) Savings Plan pulled back noticeably - down 11.6% during 2022, from $35M to $31M. Reported net income was -$4M.
How have The Phoenix Forge Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Phoenix Forge Group, LLC's sponsor-wide assets grew 46.8%, from $31M to $45M.
Where does The Phoenix Forge Group 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
The Phoenix Forge Group 401(k) Savings Plan ranks in the 83rd 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 The Phoenix Forge Group 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Greenway Ford 401(k) Plan in FL ($31M, 2,271 participants).
Which 401(k) plans cover a similar participant headcount to The Phoenix Forge Group 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Galesburg Hospital Corporation 401(k) Savings Plan in IL (284 participants, N/A 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 232932241.

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.