401(k) · DOL Form 5500 · 2023

Phoenix Systems, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
22
Participants Small participant base
58th
Percentile by assets National rank
$442,342
Avg per participant High balance/head
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Official DOL plan name: Phoenix Systems Employee Savings Plan & Trust · Sponsored by Phoenix Systems, Inc. · Georgia · Professional & Technical Services

$10M in assets, 22 participants

Phoenix Systems, Inc.'s Phoenix Systems Employee Savings Plan & Trust reported $10M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,472 in Professional & Technical Services (20,321 peers)

2023 asset change

Phoenix Systems Employee Savings Plan & Trust pulled back noticeably 9.4% in 2023 ($11M → $10M) for 22 participants.

#11,472
in Professional & Technical Services (20,321 peers)
-9.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Phoenix Systems Employee Savings Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Phoenix Systems Employee Savings Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$9,731,526 Top 42% higher than 58% of 127,068 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 2023

Phoenix Systems Employee Savings Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phoenix Systems Employee Savings Plan & Trust is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phoenix Systems Employee Savings Plan & Trust reported net income rose from -$5M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Phoenix Systems Employee Savings Plan & Trust reported participants fell from 26 in the plan year 2022 filing to 22 in the plan year 2023 filing.
  • Phoenix Systems Employee Savings Plan & Trust end-of-year assets fell from $11M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 581440984 · Phoenix Systems, Inc. PY 2023 · 401(k)

Phoenix Systems Employee Savings Plan & Trust · $10M · 22 · 58th

  • IND $10M
  • IND 22
  • IND 58th
  • IND 401(k)
  • IND near Neuroscience Associates 401(k) Plan
  • IND ind #11472

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 Georgia →

Phoenix Systems Employee Savings Plan & Trust in the asset neighbourhood

Phoenix Systems Employee Savings Plan & TrustPhoenix Systems Employee Sav…$10MNeuroscience Associates 401(k) PlanNeuroscience Associates 401(…$10MVerrex 401(k) Savings/Retirement Plan & TrustVerrex 401(k) Savings/Retire…$10MNysmith School for the Gifted, Inc. 401(k) PlanNysmith School for the Gifte…$10MPediatric Group of Acadiana, LLC 401(k) PlanPediatric Group of Acadiana,…$10M
End-of-year total assets ($M) among Phoenix Systems Employee Savings Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Phoenix Systems, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Phoenix Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 9.415899568503793% vs 2022
2023 filing year
$9.5M$10M$10.5M$11M 20222023 $10.7M $9.73M ▼ -9.4%
Year Plans Participants Total Assets
2022 1 26 $11M
2023 2 42 $10M

2023 asset-move particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$1M
Employer EIN581440984
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Phoenix Systems Employee Savings Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Phoenix Systems Employee Savings Plan & Trust, Total assets ($B): 0.009731526 · Participants: 22Phoenix Systems Employee Savings Plan & TrustThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Phoenix Systems Employee Savings Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Phoenix Systems Employee Savings Plan & Trust side-by-side with 3 peers →

Phoenix Systems Employee Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Neuroscience Associates 401(k) Plan in ID ($10M); by covered participants it is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 participants); 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.

Frequently Asked Questions

How did Phoenix Systems Employee Savings Plan & Trust assets move in 2023? ▼
Phoenix Systems Employee Savings Plan & Trust pulled back noticeably - down 9.4% during 2023, from $11M to $10M. Reported net income was -$1M.
How have Phoenix Systems, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Phoenix Systems, Inc.'s sponsor-wide assets declined 9.4%, from $11M to $10M.
Which 401(k) plans are similar in size to Phoenix Systems Employee Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Neuroscience Associates 401(k) Plan in ID ($10M, 45 participants).
Which 401(k) plans cover a similar participant headcount to Phoenix Systems Employee Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants, $553K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 581440984.

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.