401(k) · DOL Form 5500 · 2022

Phoenix Senior Living 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1,716
Participants Near avg headcount
40th
Percentile by assets National rank
$1,710
Avg per participant Low balance/head
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Official DOL plan name: Phoenix Senior Living 401(k) Plan · Sponsored by Phoenix Senior Living · Georgia · Healthcare & Social Assistance

$3M in assets, 1,716 participants

Phoenix Senior Living's Phoenix Senior Living 401(k) Plan reported $3M in total assets and 1,716 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #8,700 in Healthcare & Social Assistance (20,060 peers)

Phoenix Senior Living multi-year trail

Phoenix Senior Living's plans moved +84.1% in assets from 2022 to 2024; this filing shows Phoenix Senior Living 401(k) Plan at $3M / 1,716 participants.

#8,700
in Healthcare & Social Assistance (20,060 peers)
+28.8%
assets growth YoY

Phoenix Senior Living 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Phoenix Senior Living 401(k) Plan vs every filed plan by assets

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

$2,933,627 40th percentile higher than 40% 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

Phoenix Senior Living 401(k) 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. Phoenix Senior Living 401(k) Plan lands in the large band (1,716 participants).

Published 5500 schedule card

Filing strip 274328606 · Phoenix Senior Living PY 2022 · 401(k)

Phoenix Senior Living 401(k) Plan · $3M · 1,716 · 40th

  • VS-ST $3M
  • VS-ST 1,716
  • VS-ST 40th
  • VS-ST 401(k)
  • VS-ST near Tiger Tech Equipment Repair, Inc. 401(k) Plan
  • VS-ST ind #8700

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 Healthcare & Social Assistance retirement plans → · Plans in Georgia →

Phoenix Senior Living 401(k) Plan in the asset neighbourhood

Phoenix Senior Living 401(k) PlanPhoenix Senior Living 401(k)…$3MTiger Tech Equipment Repair, Inc. 401(k) PlanTiger Tech Equipment Repair,…$3MSan Diego Regional Economic Development Corporation 401(k) Profit Sharing PlanSan Diego Regional Economic …$3MKrafton Americas, Inc. 401(k) PlanKrafton Americas, Inc. 401(k…$3MSarasota 500, LLC Dba Sarasota Ford 401(k) PlanSarasota 500, LLC Dba Saraso…$3M
End-of-year total assets ($M) among Phoenix Senior Living 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Phoenix Senior Living multi-year asset trail

Sponsor-wide plan assets over time

All Phoenix Senior Living plans reported in each filing year

Latest sponsor-wide plan assets
$5M 84.10759104685089% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.93M $5.4M ▲ +84.3%
Year Plans Participants Total Assets
2022 1 1,716 $3M
2023 1 2,945 $4M
2024 1 2,731 $5M

Phoenix Senior Living filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$656K
Employer EIN274328606
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Phoenix Senior Living 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Phoenix Senior Living 401(k) Plan, Total assets ($B): 0.002933627 · Participants: 1716Phoenix Senior Living 401(k) PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Phoenix Senior Living 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Phoenix Senior Living 401(k) Plan side-by-side with 3 peers →

Phoenix Senior Living 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Tiger Tech Equipment Repair, Inc. 401(k) Plan in LA ($3M); by covered participants it is Valley Proteins, Inc. Retirement Plan in VA (1,716 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,716 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 Phoenix Senior Living 401(k) Plan assets move in 2022? ▼
Phoenix Senior Living 401(k) Plan grew sharply - up 28.8% during 2022, from $2M to $3M. Reported net income was $656K.
How have Phoenix Senior Living plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phoenix Senior Living's sponsor-wide assets grew 84.1%, from $3M to $5M.
Which 401(k) plans are similar in size to Phoenix Senior Living 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tiger Tech Equipment Repair, Inc. 401(k) Plan in LA ($3M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Phoenix Senior Living 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Valley Proteins, Inc. Retirement Plan in VA (1,716 participants, $101M 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 274328606.

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.