401(k) · DOL Form 5500 · 2023

Phoenix Software International, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
17
Participants Small participant base
40th
Percentile by assets National rank
$227,140
Avg per participant Above avg balance/head
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Official DOL plan name: Phoenix Software International, Inc. 401(k) Savings Plan · Sponsored by Phoenix Software International, Inc. · California · Information & Media

$4M in assets, 17 participants

Phoenix Software International, Inc.'s Phoenix Software International, Inc. 401(k) Savings Plan reported $4M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #668 in Information & Media (2,818 peers)

Phoenix Software International, Inc. multi-year trail

Phoenix Software International, Inc.'s plans moved +16.7% in assets from 2022 to 2024; this filing shows Phoenix Software International, Inc. 401(k) Savings Plan at $4M / 17 participants.

#668
in Information & Media (2,818 peers)
+6.6%
assets growth YoY

Phoenix Software International, Inc. 401(k) Savings Plan's mid-pack asset rank among Information & Media and all filers

Phoenix Software International, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$3,861,380 40th percentile higher than 40% 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 Software International, Inc. 401(k) Savings Plan 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 Software International, Inc. 401(k) Savings Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phoenix Software International, Inc. 401(k) Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $237K in the plan year 2023 filing.
  • Phoenix Software International, Inc. 401(k) Savings Plan reported participants fell from 21 in the plan year 2022 filing to 17 in the plan year 2023 filing.
  • Phoenix Software International, Inc. 401(k) Savings Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 953363132 · Phoenix Software International, Inc. PY 2023 · 401(k)

Phoenix Software International, Inc. 401(k) Savings Plan · $4M · 17 · 40th

  • PART $4M
  • PART 17
  • PART 40th
  • PART 401(k)
  • PART near Bethany Medical Center 401(k) Plan
  • PART ind #668

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 Information & Media retirement plans → · Plans in California →

Phoenix Software International, Inc. 401(k) Savings Plan in the asset neighbourhood

Phoenix Software International, Inc. 401(k) Savings PlanPhoenix Software Internation…$4MBethany Medical Center 401(k) PlanBethany Medical Center 401(k…$4MPrimary Partnercare Physicians, PLLC 401(k) Profit Sharing PlanPrimary Partnercare Physicia…$4MWillamette Valley Vineyards Inc. 401(k) Profit Sharing Plan and TrustWillamette Valley Vineyards …$4MMm. Lafleur Inc. 401(k) Plan$4M
End-of-year total assets ($M) among Phoenix Software International, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Phoenix Software International, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Phoenix Software International, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 16.721257101355537% vs 2022
2024 filing year
$3.4M$3.6M$3.8M$4M$4.2M$4.4M 202220232024 $3.62M $4.23M ▲ +16.9%
Year Plans Participants Total Assets
2022 1 21 $4M
2023 1 17 $4M
2024 1 18 $4M

Phoenix Software International, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$237K
Employer EIN953363132
Plan Effective Date1992-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Phoenix Software International, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Phoenix Software International, Inc. 401(k) Savings Plan, Total assets ($B): 0.00386138 · Participants: 17Phoenix Software International, Inc. 401(k) Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Phoenix Software International, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Phoenix Software International, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Phoenix Software International, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bethany Medical Center 401(k) Plan in NC ($4M); by covered participants it is Cjp Encore, Inc. 401(k) Profit Sharing Plan in TX (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Software International, Inc. 401(k) Savings Plan assets move in 2023? ▼
Phoenix Software International, Inc. 401(k) Savings Plan grew at a solid clip - up 6.6% during 2023, from $4M to $4M. Reported net income was $237K.
How have Phoenix Software International, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phoenix Software International, Inc.'s sponsor-wide assets grew 16.7%, from $4M to $4M.
Which 401(k) plans are similar in size to Phoenix Software International, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bethany Medical Center 401(k) Plan in NC ($4M, 311 participants).
Which 401(k) plans cover a similar participant headcount to Phoenix Software International, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cjp Encore, Inc. 401(k) Profit Sharing Plan in TX (17 participants, $48K 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 953363132.

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.