Profit Sharing · DOL Form 5500 · 2022
The Phoenix Center, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $15M
- Total assets
- 170
- Participants
- 72nd
- Percentile by assets
- $87,107
- Avg per participant
Official DOL plan name: Phoenix Center Employee Retirement Plan · Sponsored by The Phoenix Center, Inc. · New Jersey · Educational Services
$15M in assets, 170 participants
The Phoenix Center, Inc.'s Phoenix Center Employee Retirement Plan reported $15M in total assets and 170 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- 72nd percentile by assets (of 139,126 plans)
- #2,207 in Educational Services (4,024 peers)
Coverage in New Jersey
Phoenix Center Employee Retirement Plan covers 170 participants in New Jersey, about 20% of the average New Jersey filer (state average ~844 per filing). Assets: $15M.
- $15M
- total plan assets (2022 EOY)
- 170
- covered participants
- 72nd
- percentile by assets (of 139,126 plans)
- $87,107
- avg assets per participant
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Phoenix Center Employee Retirement Plan reports 170 participants - about 20% of that state average ($15M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $1M |
| Employer EIN | 223114959 |
| Plan Effective Date | 1991-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Phoenix Center, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 170 | $15M |
| 2023 | 1 | 166 | $16M |
| 2024 | 1 | 140 | $17M |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Phoenix Center Employee Retirement Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.2B · 2,189
- Princeton University Retirement Plan $1.8B · 8,141
- Operating Engineers Local 825 Profit Sharing Fund $1.3B · 10,006
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.3B · 8,556
- IBEW Local Union No 102 Surety Plan $593M · 3,061
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Phoenix Center Employee Retirement Plan by total assets, not by location.
- Coastal Children's Clinic, P.a. Profit Sharing Plan (TX) $15M · 87
- Clem Lumber Profit Sharing Trust (OH) $15M · 58
- Local 840 IBEW Annuity Fund (NY) $15M · 290
- Weico Wire and Cable Corp. Profit Sharing Plan (NY) $15M · 13
Frequently Asked Questions
How did Phoenix Center Employee Retirement Plan assets move in 2022? ▼
How have The Phoenix Center, Inc. plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Phoenix Center Employee Retirement Plan? ▼
Next read for Phoenix Center Employee Retirement Plan
Filing takeaways
Ways to act on Phoenix Center Employee Retirement Plan's numbers.
- By total assets, Phoenix Center Employee Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New Jersey. Compare plans
- The Phoenix Center, Inc.'s sponsor-wide assets have grown 16.3% since 2022 across 3 plan years on file. More Educational Services plans