401(k) · DOL Form 5500 · 2022
Phx Holdings LLC 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 269
- Participants Below avg headcount
- 60th
- Percentile by assets National rank
- $29,473
- Avg per participant Low balance/head
Official DOL plan name: Phx Holdings Retirement Plan · Sponsored by Phx Holdings LLC · Georgia · Manufacturing
$8M in assets, 269 participants
Phx Holdings LLC's Phx Holdings Retirement Plan reported $8M in total assets and 269 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.
- #9,510 in Manufacturing (20,602 peers)
Coverage in Georgia
Phx Holdings Retirement Plan covers 269 participants in Georgia, about 25% of the average Georgia filer (state average ~1,096 per filing). Assets: $8M.
- #9,510
- in Manufacturing (20,602 peers)
- -4.6%
- assets change YoY
The plan reported a net loss of $385K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Phx Holdings Retirement Plan's mid-pack asset rank among Manufacturing and all filers
Phx Holdings Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,928,115 Top 40% higher than 60% 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
Phx Holdings Retirement 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. Phx Holdings Retirement Plan sits mid-pack in the medium band (269 participants).
Form 5500 schedule snapshot
Filing strip 832712734 · Phx Holdings LLC PY 2022 · 401(k)
Phx Holdings Retirement Plan · $8M · 269 · 60th
- NET $8M
- BOOK 269
- VS-ST 60th
- BOY 401(k)
- SCH near Malouf Auto Group Employee Savings Plan
- EBSA ind #9510
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 Georgia →
Phx Holdings Retirement Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$385K |
| Employer EIN | 832712734 |
| Plan Effective Date | 2008-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Phx Holdings LLC)
Sponsor-wide plan assets over time
All Phx Holdings LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 36.553758365008584% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 269 | $8M |
| 2023 | 2 | 560 | $14M |
| 2024 | 1 | 301 | $11M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster-UPS National 401(k) Tax Deferred Savings Plan $14.7B · 549,610
- Delta 401(k) Retirement Plan $13.2B · 72,820
- Delta 401(k) Retirement Plan for Pilots $11.5B · 12,193
- UPS 401 (K) Savings Plan $11.3B · 107,310
- The Home Depot Futurebuilder $10.7B · 423,174
Phx Holdings Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Malouf Auto Group Employee Savings Plan in NJ ($8M); by covered participants it is Werner Affiliated Companies Employees Savings Trust in NE (269 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 (269 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.