401(k) · DOL Form 5500 · 2022

Phoenix Aromas & Essential Oils, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
107
Participants Small participant base
55th
Percentile by assets National rank
$56,769
Avg per participant Low balance/head
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Official DOL plan name: Phoenix Aromas & Essential Oils, Inc 401(k) Retirement Plan · Sponsored by Phoenix Aromas & Essential Oils, LLC · New Jersey · Wholesale Trade

$6M in assets, 107 participants

Phoenix Aromas & Essential Oils, LLC's Phoenix Aromas & Essential Oils, Inc 401(k) Retirement Plan reported $6M in total assets and 107 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #2,961 in Wholesale Trade (6,843 peers)

Coverage in New Jersey

Phoenix Aromas & Essential Oils, Inc 401(k) Retirement Plan covers 107 participants in New Jersey, about 13% of the average New Jersey filer (state average ~844 per filing). Assets: $6M.

#2,961
in Wholesale Trade (6,843 peers)
-9.1%
assets change YoY

The plan reported a net loss of $607K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Phoenix Aromas & Essential Oils, Inc 401(k) Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Phoenix Aromas & Essential Oils, Inc 401(k) Retirement Plan vs every filed plan by assets

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

$6,074,253 Top 45% higher than 55% 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 Aromas & Essential Oils, Inc 401(k) 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. Phoenix Aromas & Essential Oils, Inc 401(k) Retirement Plan sits mid-pack in the medium band (107 participants).

EBSA filing schedule strip

Filing strip 271276676 · Phoenix Aromas & Essential Oils, LLC PY 2022 · 401(k)

Phoenix Aromas & Essential Oils, Inc 401(k) Retirement Plan · $6M · 107 · 55th

  • IND $6M
  • EOY 107
  • 5500 55th
  • ASSETS 401(k)
  • PCT near Theoremone 401(k) and Profit Sharing Plan
  • EIN ind #2961

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 Wholesale Trade retirement plans → · Plans in New Jersey →

Phoenix Aromas & Essential Oils, Inc 401(k) Retirement Plan in the asset neighbourhood

Phoenix Aromas & Essential Oils, Inc 401(k) Retirement PlanPhoenix Aromas & Essential O…$6MTheoremone 401(k) and Profit Sharing PlanTheoremone 401(k) and Profit…$6MMichael Saunders & Company and Msc Title, Inc. 401(k) Savings PlanMichael Saunders & Company a…$6MResurrection University Retirement Savings PlanResurrection University Reti…$6MMedical Assets Holding Company, LLC 401(k) Profit Sharing TrustMedical Assets Holding Compa…$6M
End-of-year total assets ($M) among Phoenix Aromas & Essential Oils, Inc 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$607K
Employer EIN271276676
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Phoenix Aromas & Essential Oils, Inc 401(k) Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Phoenix Aromas & Essential Oils, Inc 401(k) Retirement Plan, Total assets ($B): 0.006074253 · Participants: 107Phoenix Aromas & Essential Oils, Inc 401(k) Retirement PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Phoenix Aromas & Essential Oils, Inc 401(k) Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Phoenix Aromas & Essential Oils, Inc 401(k) Retirement Plan side-by-side with 3 peers →

Phoenix Aromas & Essential Oils, Inc 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Theoremone 401(k) and Profit Sharing Plan in CA ($6M); by covered participants it is First National Bank in Howell 401 (K) Plan in MI (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Aromas & Essential Oils, Inc 401(k) Retirement Plan assets move in 2022? ▼
Phoenix Aromas & Essential Oils, Inc 401(k) Retirement Plan pulled back noticeably - down 9.1% during 2022, from $7M to $6M. Reported net income was -$607K.
Which 401(k) plans are similar in size to Phoenix Aromas & Essential Oils, Inc 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Theoremone 401(k) and Profit Sharing Plan in CA ($6M, 102 participants).
Which 401(k) plans cover a similar participant headcount to Phoenix Aromas & Essential Oils, Inc 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First National Bank in Howell 401 (K) Plan in MI (107 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 271276676.

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.