401(k) · DOL Form 5500 · 2023

Phoenix Process Equipment Co. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
46
Participants Small participant base
53rd
Percentile by assets National rank
$164,205
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Phoenix Process Equipment Co. 401(k) Savings Plan · Sponsored by Phoenix Process Equipment Co. · Kentucky · Wholesale Trade

$8M in assets, 46 participants

Phoenix Process Equipment Co.'s Phoenix Process Equipment Co. 401(k) Savings Plan reported $8M in total assets and 46 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #2,710 in Wholesale Trade (6,309 peers)

Phoenix Process Equipment Co. multi-year trail

Phoenix Process Equipment Co.'s plans moved +42.8% in assets from 2022 to 2024; this filing shows Phoenix Process Equipment Co. 401(k) Savings Plan at $8M / 46 participants.

#2,710
in Wholesale Trade (6,309 peers)
+20.3%
assets growth YoY

Phoenix Process Equipment Co. 401(k) Savings Plan's mid-pack asset rank among Wholesale Trade and all filers

Phoenix Process Equipment Co. 401(k) Savings Plan vs every filed plan by assets

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

$7,553,444 Top 47% higher than 53% 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 Process Equipment Co. 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 Process Equipment Co. 401(k) Savings Plan is a small filing (46 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phoenix Process Equipment Co. 401(k) Savings Plan reported net income rose from -$794K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Phoenix Process Equipment Co. 401(k) Savings Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Phoenix Process Equipment Co. 401(k) Savings Plan reported participants rose from 44 in the plan year 2022 filing to 46 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 592365497 · Phoenix Process Equipment Co. PY 2023 · 401(k)

Phoenix Process Equipment Co. 401(k) Savings Plan · $8M · 46 · 53rd

  • BOY $8M
  • SCH 46
  • EBSA 53rd
  • PART 401(k)
  • TYPE near Chp 401(k) Plan
  • NET ind #2710

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 Wholesale Trade retirement plans → · Plans in Kentucky →

Phoenix Process Equipment Co. 401(k) Savings Plan in the asset neighbourhood

Phoenix Process Equipment Co. 401(k) Savings PlanPhoenix Process Equipment Co…$8MChp 401(k) Plan$8MLeadingresponse 401(k) Plan$8MTivoly, Inc. Employees' 401(k) Plan PlanTivoly, Inc. Employees' 401(…$8MLincoln Machine, Inc. 401(k) Profit Sharing PlanLincoln Machine, Inc. 401(k)…$8M
End-of-year total assets ($M) among Phoenix Process Equipment Co. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Phoenix Process Equipment Co. multi-year asset trail

Sponsor-wide plan assets over time

All Phoenix Process Equipment Co. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 42.804090848295324% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.28M $8.97M ▲ +42.8%
Year Plans Participants Total Assets
2022 1 44 $6M
2023 1 46 $8M
2024 1 49 $9M

Phoenix Process Equipment Co. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN592365497
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Phoenix Process Equipment Co. 401(k) Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Phoenix Process Equipment Co. 401(k) Savings Plan, Total assets ($B): 0.007553444 · Participants: 46Phoenix Process Equipment Co. 401(k) Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Phoenix Process Equipment Co. 401(k) Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Phoenix Process Equipment Co. 401(k) Savings Plan side-by-side with 3 peers →

Phoenix Process Equipment Co. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Chp 401(k) Plan in NJ ($8M); by covered participants it is Carmel Mountain Preschool, Inc. Ct 401(k) Profit Sharing Plan in CA (46 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (46 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 Process Equipment Co. 401(k) Savings Plan assets move in 2023? ▼
Phoenix Process Equipment Co. 401(k) Savings Plan grew sharply - up 20.3% during 2023, from $6M to $8M. Reported net income was $1M.
How have Phoenix Process Equipment Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phoenix Process Equipment Co.'s sponsor-wide assets grew 42.8%, from $6M to $9M.
Which 401(k) plans are similar in size to Phoenix Process Equipment Co. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chp 401(k) Plan in NJ ($8M, 401 participants).
Which 401(k) plans cover a similar participant headcount to Phoenix Process Equipment Co. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carmel Mountain Preschool, Inc. Ct 401(k) Profit Sharing Plan in CA (46 participants, $3M 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 592365497.

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.