401(k) · DOL Form 5500 · 2023

Fenix Group, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
32
Participants Small participant base
32nd
Percentile by assets National rank
$74,037
Avg per participant Below avg balance/head
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Official DOL plan name: Fenix Group, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Fenix Group, Inc. · Virginia · Professional & Technical Services

$2M in assets, 32 participants

Fenix Group, Inc.'s Fenix Group, Inc. 401(k) Profit Sharing Plan and Trust reported $2M in total assets and 32 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,847 in Professional & Technical Services (20,321 peers)

2023 asset change

Fenix Group, Inc. 401(k) Profit Sharing Plan and Trust surged 37.0% in 2023 ($2M → $2M) for 32 participants.

#5,847
in Professional & Technical Services (20,321 peers)
+37.0%
assets growth YoY

Fenix Group, Inc. 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Fenix Group, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$2,369,191 32nd percentile higher than 32% 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

Fenix Group, Inc. 401(k) Profit Sharing Plan and 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. Fenix Group, Inc. 401(k) Profit Sharing Plan and Trust is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fenix Group, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from $70K in the plan year 2022 filing to $640K in the plan year 2023 filing.
  • Fenix Group, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Fenix Group, Inc. 401(k) Profit Sharing Plan and Trust reported participants fell from 36 in the plan year 2022 filing to 32 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 814315354 · Fenix Group, Inc. PY 2023 · 401(k)

Fenix Group, Inc. 401(k) Profit Sharing Plan and Trust · $2M · 32 · 32nd

  • PHOTO $2M
  • IND 32
  • EOY 32nd
  • 5500 401(k)
  • ASSETS near Clayton Financial Services, Inc. 401(k) Plan
  • PCT ind #5847

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 Virginia →

Fenix Group, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Fenix Group, Inc. 401(k) Profit Sharing Plan and TrustFenix Group, Inc. 401(k) Pro…$2MClayton Financial Services, Inc. 401(k) PlanClayton Financial Services, …$2MSunshine Anesthesia Corporation Profit Sharing PlanSunshine Anesthesia Corporat…$2MEkj Enterprises, LP. 401(k) PlanEkj Enterprises, LP. 401(k) …$2MTriad Group Incorporated 401(k) Profit Sharing Plan & TrustTriad Group Incorporated 401…$2M
End-of-year total assets ($M) among Fenix Group, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Fenix Group, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Fenix Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$1M$2M$3M 202220232024 $1.73M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 36 $2M
2023 1 32 $2M
2024 1 30 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$640K
Employer EIN814315354
Plan Effective Date2017-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Fenix Group, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Fenix Group, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.002369191 · Participants: 32Fenix Group, Inc. 401(k) Profit Sharing Plan and TrustNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Fenix Group, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Fenix Group, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Fenix Group, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Clayton Financial Services, Inc. 401(k) Plan in KS ($2M); by covered participants it is Presnell Gage Employees Retirement Plan in ID (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 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 Fenix Group, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Fenix Group, Inc. 401(k) Profit Sharing Plan and Trust surged - up 37.0% during 2023, from $2M to $2M. Reported net income was $640K.
Which 401(k) plans are similar in size to Fenix Group, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Clayton Financial Services, Inc. 401(k) Plan in KS ($2M, 13 participants).
Which 401(k) plans cover a similar participant headcount to Fenix Group, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Presnell Gage Employees Retirement Plan in ID (32 participants, $9M 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 814315354.

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.