401(k) · DOL Form 5500 · 2022

Phoenix Management Solutions, Ll 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
115
Participants Small participant base
62nd
Percentile by assets National rank
$75,365
Avg per participant Below avg balance/head
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Official DOL plan name: Phoenix Management Solutions, LLC 401(k) Profit Sharing Plan & T · Sponsored by Phoenix Management Solutions, Ll · Texas · Transportation & Warehousing

$9M in assets, 115 participants

Phoenix Management Solutions, Ll's Phoenix Management Solutions, LLC 401(k) Profit Sharing Plan & T reported $9M in total assets and 115 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #2,502 in Transportation & Warehousing (3,876 peers)

Coverage in Texas

Phoenix Management Solutions, LLC 401(k) Profit Sharing Plan & T covers 115 participants in Texas, about 17% of the average Texas filer (state average ~688 per filing). Assets: $9M.

#2,502
in Transportation & Warehousing (3,876 peers)
+8.5%
assets growth YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Phoenix Management Solutions, LLC 401(k) Profit Sharing Plan & T's mid-pack asset rank among Transportation & Warehousing and all filers

Phoenix Management Solutions, LLC 401(k) Profit Sharing Plan & T vs every filed plan by assets

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

$8,666,951 Top 38% higher than 62% 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 Management Solutions, LLC 401(k) Profit Sharing Plan & T 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. Phoenix Management Solutions, LLC 401(k) Profit Sharing Plan & T sits mid-pack in the medium band (115 participants).

Published 5500 schedule card

Filing strip 844250550 · Phoenix Management Solutions, Ll PY 2022 · 401(k)

Phoenix Management Solutions, LLC 401(k) Profit Sharing Plan & T · $9M · 115 · 62nd

  • IND $9M
  • EOY 115
  • 5500 62nd
  • ASSETS 401(k)
  • PCT near Medthink, LLC 401(k) Profit Sharing Plan
  • EIN ind #2502

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 Texas →

Phoenix Management Solutions, LLC 401(k) Profit Sharing Plan & T in the asset neighbourhood

Phoenix Management Solutions, LLC 401(k) Profit Sharing Plan & TPhoenix Management Solutions…$9MMedthink, LLC 401(k) Profit Sharing PlanMedthink, LLC 401(k) Profit …$9MUnity International Group 401(k) PlanUnity International Group 40…$9MShepard Bros., Inc. 401(k) Profit Sharing PlanShepard Bros., Inc. 401(k) P…$9MDolan's of Concord/Pinole 401(k) PlanDolan's of Concord/Pinole 40…$9M
End-of-year total assets ($M) among Phoenix Management Solutions, LLC 401(k) Profit Sharing Plan & T and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN844250550
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phoenix Management Solutions, Ll)

Sponsor-wide plan assets over time

All Phoenix Management Solutions, Ll plans reported in each filing year

Latest sponsor-wide plan assets
$13M 45.013696281425844% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.67M $12.6M ▲ +45.0%
Year Plans Participants Total Assets
2022 1 115 $9M
2023 1 185 $8M
2024 1 192 $13M

Nearby 401(k) Plans in Texas

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

Phoenix Management Solutions, LLC 401(k) Profit Sharing Plan & T vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Phoenix Management Solutions, LLC 401(k) Profit Sharing Plan & T, Total assets ($B): 0.008666951 · Participants: 115Phoenix Management Solutions, LLC 401(k) Profit Sharing Plan & TAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Phoenix Management Solutions, LLC 401(k) Profit Sharing Plan & T vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Phoenix Management Solutions, LLC 401(k) Profit Sharing Plan & T side-by-side with 3 peers →

Phoenix Management Solutions, LLC 401(k) Profit Sharing Plan & T's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Medthink, LLC 401(k) Profit Sharing Plan in NY ($9M); by covered participants it is 360 Physical Therapy 401(k) Profit Sharing Plan in AZ (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Management Solutions, LLC 401(k) Profit Sharing Plan & T assets move in 2022? ▼
Phoenix Management Solutions, LLC 401(k) Profit Sharing Plan & T grew at a solid clip - up 8.5% during 2022, from $8M to $9M. Reported net income was -$2M.
How have Phoenix Management Solutions, Ll plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phoenix Management Solutions, Ll's sponsor-wide assets grew 45.0%, from $9M to $13M.
Which 401(k) plans are similar in size to Phoenix Management Solutions, LLC 401(k) Profit Sharing Plan & T? ▼
Among 401(k) plans in other states, the closest by assets is Medthink, LLC 401(k) Profit Sharing Plan in NY ($9M, 89 participants).
Which 401(k) plans cover a similar participant headcount to Phoenix Management Solutions, LLC 401(k) Profit Sharing Plan & T? ▼
Among 401(k) plans in other states, the closest by covered participants is 360 Physical Therapy 401(k) Profit Sharing Plan in AZ (115 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 844250550.

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.