Profit Sharing · DOL Form 5500 · 2023
Phoenix America Ltd Profit Sharing Plan
Data updated 2026-08-25
- $300K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 14th
- Percentile by assets National rank
- $300,000
- Avg per participant High balance/head
Official DOL plan name: Phoenix America Ltd Retirement Plan · Sponsored by Phoenix America Ltd · Kentucky · Other Services
$300K in assets, 1 participants
Phoenix America Ltd's Phoenix America Ltd Retirement Plan reported $300K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 14th 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.
- #2,341 in Other Services (7,857 peers)
Phoenix America Ltd multi-year trail
Phoenix America Ltd's plans moved -33.3% in assets from 2022 to 2024; this filing shows Phoenix America Ltd Retirement Plan at $300K / 1 participant.
- #2,341
- in Other Services (7,857 peers)
- +0.0%
- assets growth YoY
Phoenix America Ltd Retirement Plan among the smaller filed plans by assets
Phoenix America Ltd Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$300,000 14th percentile higher than 14% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Phoenix America Ltd Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phoenix America Ltd Retirement Plan is a micro filing (1 participant), the leftmost band.
EBSA filing schedule strip
Filing strip 872384133 · Phoenix America Ltd PY 2023 · Profit Sharing
Phoenix America Ltd Retirement Plan · $300K · 1 · 14th
- BOOK $300K
- VS-ST 1
- BOY 14th
- SCH Profit Sharing
- EBSA near Henry Fate Corporation Retirement Plan
- PART ind #2341
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 Kentucky →
Phoenix America Ltd Retirement Plan in the asset neighbourhood
Phoenix America Ltd multi-year asset trail
Sponsor-wide plan assets over time
All Phoenix America Ltd plans reported in each filing year
- Latest sponsor-wide plan assets
- $200K 33.33333333333333% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $300K |
| 2023 | 1 | 1 | $300K |
| 2024 | 1 | 2 | $200K |
Phoenix America Ltd filing trail (2023)
| Total Assets (Beginning of Year) | $300K |
|---|---|
| Net Assets (End of Year) | $300K |
| Employer EIN | 872384133 |
| Plan Effective Date | 2021-09-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Kentucky
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Commonspirit Health ERISA 403(b) Plan $2.6B · 28,336
- IBEW Local 150 Supplemental Pension Fund $279M · 1,293
- Commonwealth Health Corporation Retirement Savings Plan $83M · 2,989
- Dismas Charities, Inc. Retirement Plan $43M · 540
- Ball Homes, LLC Retirement Plan $37M · 215
Phoenix America Ltd Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Kentucky, the nearest Profit Sharing by assets is Henry Fate Corporation Retirement Plan in FL ($300K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($300K here).
- Henry Fate Corporation Retirement Plan (FL) $300K · 15
- Gulf Coast Stretch Inc. Retirement Plan (TX) $300K · 1
- F & B Pet Services Inc. Retirement Plan (AZ) $300K · 2
- B.R.I.H. Holdings Inc. Retirement Plan (FL) $300K · 2
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.