401(k) · DOL Form 5500 · 2022

Phoenix Home Care, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
1,500
Participants Near avg headcount
50th
Percentile by assets National rank
$3,324
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Phoenix Home Care, Inc. 401(k) Profit Sharing Plan · Sponsored by Phoenix Home Care, Inc. · Missouri · Healthcare & Social Assistance

$5M in assets, 1,500 participants

Phoenix Home Care, Inc.'s Phoenix Home Care, Inc. 401(k) Profit Sharing Plan reported $5M in total assets and 1,500 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #11,255 in Healthcare & Social Assistance (20,060 peers)

Coverage in Missouri

Phoenix Home Care, Inc. 401(k) Profit Sharing Plan covers 1,500 participants in Missouri, 2.0x the typical Missouri plan (state average ~737 per filing). Assets: $5M.

#11,255
in Healthcare & Social Assistance (20,060 peers)
-10.4%
assets change YoY

The plan reported a net loss of $550K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Phoenix Home Care, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Phoenix Home Care, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,986,081 Top 50% higher than 50% 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 Home Care, Inc. 401(k) Profit Sharing 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 Home Care, Inc. 401(k) Profit Sharing Plan lands in the large band (1,500 participants).

Form 5500 schedule snapshot

Filing strip 275336420 · Phoenix Home Care, Inc. PY 2022 · 401(k)

Phoenix Home Care, Inc. 401(k) Profit Sharing Plan · $5M · 1,500 · 50th

  • TYPE $5M
  • TYPE 1,500
  • TYPE 50th
  • TYPE 401(k)
  • TYPE near The Evan Group 401(k) Retirement Plan
  • TYPE ind #11255

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 Missouri →

Phoenix Home Care, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Phoenix Home Care, Inc. 401(k) Profit Sharing PlanPhoenix Home Care, Inc. 401(…$5MThe Evan Group 401(k) Retirement PlanThe Evan Group 401(k) Retire…$5MAccura Healthcare Management Services 401(k) Retirement Plan and TrustAccura Healthcare Management…$5MBergeron Motors, Inc. 401(k) Profit Sharing PlanBergeron Motors, Inc. 401(k)…$5MNumerated Growth Technologies 401(k) PlanNumerated Growth Technologie…$5M
End-of-year total assets ($M) among Phoenix Home Care, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Missouri filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$550K
Employer EIN275336420
Plan Effective Date2011-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Missouri

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

Phoenix Home Care, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Phoenix Home Care, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.004986081 · Participants: 1500Phoenix Home Care, Inc. 401(k) Profit Sharing PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 9.183956862 · Participants: 18917Bayer Corporation Savings and Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 8.685677709 · Participants: 47923Edward D. Jones & Co. Profit Sharing and 401(k) PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 4.500937056 · Participants: 59568Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 3.239485944 · Participants: 49060Centene Management Corporation Retirement PlanAnheuser-Busch 401(k) Savings and Retirement Plan, Total assets ($B): 3.061778 · Participants: 14556Anheuser-Busch 401(k) Savings and Retirement Plan
Phoenix Home Care, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Phoenix Home Care, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Phoenix Home Care, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is The Evan Group 401(k) Retirement Plan in NY ($5M); by covered participants it is Morningstar Senior Living Retirement Plan in CO (1,500 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,500 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 Home Care, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Phoenix Home Care, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 10.4% during 2022, from $6M to $5M. Reported net income was -$550K.
Which 401(k) plans are similar in size to Phoenix Home Care, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Evan Group 401(k) Retirement Plan in NY ($5M, 119 participants).
Which 401(k) plans cover a similar participant headcount to Phoenix Home Care, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Morningstar Senior Living Retirement Plan in CO (1,500 participants, $3M 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 275336420.

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.