Other · DOL Form 5500 · 2022
Phoenix House Foundation Inc. Retirement Plan
Data updated 2026-08-11
- $19M
- Total assets
- 259
- Participants
- 76th
- Percentile by assets
- $71,666
- Avg per participant
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.
- 76th percentile by assets (of 139,126 plans)
- #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.
- $19M
- total plan assets (2022 EOY)
- 259
- covered participants
- 76th
- percentile by assets (of 139,126 plans)
- $71,666
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. The Phoenix House Foundation Inc Tax Deferred Annuity Retirement Plan reports 259 participants - about 32% of that state average ($19M EOY assets).
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.)
| 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.
The Phoenix House Foundation Inc Tax Deferred Annuity Retirement Plan vs. nearby Other plans in New York, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Phoenix House Foundation Inc Tax Deferred Annuity Retirement Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on The Phoenix House Foundation Inc Tax Deferred Annuity Retirement Plan's numbers.
- By total assets, The Phoenix House Foundation Inc Tax Deferred Annuity Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- Phoenix House Foundation Inc.'s sponsor-wide assets have grown 17.6% since 2022 across 3 plan years on file. More Other Services plans