Other · DOL Form 5500 · 2022
Phoenix House Foundation Inc. Retirement Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 259
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $71,666
- Avg per participant Below avg balance/head
Official DOL plan name: The Phoenix House Foundation Inc Tax Deferred Annuity Retirement Plan · Sponsored by Phoenix House Foundation Inc. · New York · Other Services
$19M in assets, 259 participants
Phoenix House Foundation Inc.'s The Phoenix House Foundation Inc Tax Deferred Annuity Retirement Plan reported $19M in total assets and 259 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.
- #7,296 in Other Services (8,398 peers)
Coverage in New York
The Phoenix House Foundation Inc Tax Deferred Annuity Retirement Plan covers 259 participants in New York, about 32% of the average New York filer (state average ~798 per filing). Assets: $19M.
- #7,296
- in Other Services (8,398 peers)
- -20.1%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Phoenix House Foundation Inc Tax Deferred Annuity Retirement Plan's outsized position by total assets
The Phoenix House Foundation Inc Tax Deferred Annuity Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$18,561,619 Top 24% higher than 76% 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
The Phoenix House Foundation Inc Tax Deferred Annuity 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. The Phoenix House Foundation Inc Tax Deferred Annuity Retirement Plan sits mid-pack in the medium band (259 participants).
Form 5500 schedule snapshot
Filing strip 237013149 · Phoenix House Foundation Inc. PY 2022 · Other
The Phoenix House Foundation Inc Tax Deferred Annuity Retirement Plan · $19M · 259 · 76th
- 5500 $19M
- 5500 259
- 5500 76th
- 5500 Other
- 5500 near Council for Advancement and Support of Education Tax Deferred Annuity Plan
- 5500 ind #7296
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 Other Services retirement plans → · Plans in New York →
The Phoenix House Foundation Inc Tax Deferred Annuity Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | -$5M |
| Employer EIN | 237013149 |
| Plan Effective Date | 1973-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Phoenix House Foundation Inc.)
Sponsor-wide plan assets over time
All Phoenix House Foundation Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 17.55716998608796% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 259 | $19M |
| 2023 | 1 | 267 | $19M |
| 2024 | 1 | 277 | $22M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
The Phoenix House Foundation Inc Tax Deferred Annuity Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Council for Advancement and Support of Education Tax Deferred Annuity Plan in DC ($19M); by covered participants it is Memorial Health Care Systems Tax Deferred Annuity Plan in NE (259 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (259 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.