401(k) · DOL Form 5500 · 2022

Phoenix American Incorporated 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
146
Participants Small participant base
76th
Percentile by assets National rank
$129,606
Avg per participant Near avg balance/head
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Official DOL plan name: Phoenix American Incorporated 401(k) Plan · Sponsored by Phoenix American Incorporated · California · Professional & Technical Services

$19M in assets, 146 participants

Phoenix American Incorporated's Phoenix American Incorporated 401(k) Plan reported $19M in total assets and 146 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.

  • #16,515 in Professional & Technical Services (21,562 peers)

Coverage in California

Phoenix American Incorporated 401(k) Plan covers 146 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $19M.

#16,515
in Professional & Technical Services (21,562 peers)
+3.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Phoenix American Incorporated 401(k) Plan's outsized position by total assets

Phoenix American Incorporated 401(k) Plan vs every filed plan by assets

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

$18,922,529 Top 24% higher than 76% 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 American Incorporated 401(k) 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 American Incorporated 401(k) Plan sits mid-pack in the medium band (146 participants).

DOL schedule card

Filing strip 942191861 · Phoenix American Incorporated PY 2022 · 401(k)

Phoenix American Incorporated 401(k) Plan · $19M · 146 · 76th

  • BOY $19M
  • BOY 146
  • BOY 76th
  • BOY 401(k)
  • BOY near Reproductive Medicine Associates of New York, LLP 401(k) /Profit Sharing Plan
  • BOY ind #16515

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 Professional & Technical Services retirement plans → · Plans in California →

Phoenix American Incorporated 401(k) Plan in the asset neighbourhood

Phoenix American Incorporated 401(k) PlanPhoenix American Incorporate…$19MReproductive Medicine Associates of New York, LLP 401(k) /Profit Sharing PlanReproductive Medicine Associ…$19MMile Hi Corporate Services, LLC 401(k) PlanMile Hi Corporate Services, …$19MAustin, Tsutsumi & Associates, Inc. 401(k) Profit Sharing PlanAustin, Tsutsumi & Associate…$19MForrest Tire Company, Inc. 401(k) Profit Sharing PlanForrest Tire Company, Inc. 4…$19M
End-of-year total assets ($M) among Phoenix American Incorporated 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$634K
Employer EIN942191861
Plan Effective Date1995-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phoenix American Incorporated)

Sponsor-wide plan assets over time

All Phoenix American Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$26M 37.99065124962947% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.9M $26.1M ▲ +38.0%
Year Plans Participants Total Assets
2022 1 146 $19M
2023 1 153 $25M
2024 1 160 $26M

Nearby 401(k) Plans in California

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

Phoenix American Incorporated 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Phoenix American Incorporated 401(k) Plan, Total assets ($B): 0.018922529 · Participants: 146Phoenix American Incorporated 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Phoenix American Incorporated 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Phoenix American Incorporated 401(k) Plan side-by-side with 3 peers →

Phoenix American Incorporated 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Reproductive Medicine Associates of New York, LLP 401(k) /Profit Sharing Plan in NY ($19M); by covered participants it is Bcp 401(k) Plan in NC (146 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (146 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 American Incorporated 401(k) Plan assets move in 2022? ▼
Phoenix American Incorporated 401(k) Plan edged up modestly - up 3.5% during 2022, from $18M to $19M. Reported net income was $634K.
How have Phoenix American Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phoenix American Incorporated's sponsor-wide assets grew 38.0%, from $19M to $26M.
Where does Phoenix American Incorporated 401(k) Plan rank by assets among Form 5500 filers? ▼
Phoenix American Incorporated 401(k) Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Phoenix American Incorporated 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Reproductive Medicine Associates of New York, LLP 401(k) /Profit Sharing Plan in NY ($19M, 175 participants).
Which 401(k) plans cover a similar participant headcount to Phoenix American Incorporated 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bcp 401(k) Plan in NC (146 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 942191861.

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.