Profit Sharing · DOL Form 5500 · 2023

Phx Holdings, LLC Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
215
Participants Below avg headcount
44th
Percentile by assets National rank
$23,412
Avg per participant Low balance/head
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Official DOL plan name: Phx Holdings Retirement Plan · Sponsored by Phx Holdings, LLC · Georgia · Manufacturing

$5M in assets, 215 participants

Phx Holdings, LLC's Phx Holdings Retirement Plan reported $5M in total assets and 215 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #5,182 in Manufacturing (18,722 peers)

Coverage in Georgia

Phx Holdings Retirement Plan covers 215 participants in Georgia, about 20% of the average Georgia filer (state average ~1,096 per filing). Assets: $5M.

#5,182
in Manufacturing (18,722 peers)
+55.8%
assets growth YoY

Phx Holdings Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Phx Holdings Retirement Plan vs every filed plan by assets

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

$5,033,647 44th percentile higher than 44% 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

Phx Holdings Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phx Holdings Retirement Plan sits mid-pack in the medium band (215 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phx Holdings Retirement Plan reported net income rose from -$385K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Phx Holdings Retirement Plan end-of-year assets fell from $8M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Phx Holdings Retirement Plan reported participants fell from 269 in the plan year 2022 filing to 215 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 832712734 · Phx Holdings, LLC PY 2023 · Profit Sharing

Phx Holdings Retirement Plan · $5M · 215 · 44th

  • RANK $5M
  • PHOTO 215
  • IND 44th
  • EOY Profit Sharing
  • 5500 near Halvoron Productions K Plan
  • ASSETS ind #5182

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 Manufacturing retirement plans → · Plans in Georgia →

Phx Holdings Retirement Plan in the asset neighbourhood

Joseph C.Lin, M.D. L.L.C. Profit Sharing PlanJoseph C.Lin, M.D. L.L.C. Pr…$5MC. Bernaschina & L. Rivera Profit Sharing Retirement PlanC. Bernaschina & L. Rivera P…$5MPhx Holdings Retirement Plan$5MHalvoron Productions K Plan$5MMilestone Retirement Communities 401(k) PlanMilestone Retirement Communi…$5M
End-of-year total assets ($M) among Phx Holdings Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN832712734
Plan Effective Date2008-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phx Holdings, LLC)

Sponsor-wide plan assets over time

All Phx Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 36.553758365008584% vs 2022
2024 filing year
$6M$8M$10M$12M$14M$16M 202220232024 $7.93M $10.8M ▲ +36.6%
Year Plans Participants Total Assets
2022 1 269 $8M
2023 2 560 $14M
2024 1 301 $11M

Nearby Profit Sharing Plans in Georgia

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Phx Holdings Retirement Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Phx Holdings Retirement Plan, Total assets ($B): 0.005033647 · Participants: 215Phx Holdings Retirement PlanEmory University Retirement Plan, Total assets ($B): 4.936168726 · Participants: 18725Emory University Retirement PlanEmory Healthcare, Inc. Retirement Savings and Matching Plan, Total assets ($B): 2.444051657 · Participants: 20830Emory Healthcare, Inc. Retirement Savings and Matching PlanThe Emory Clinic, Inc. Retirement Savings Plan, Total assets ($B): 0.8745202 · Participants: 2588The Emory Clinic, Inc. Retirement Savings PlanChildrens Healthcare of Atlanta Growth Plan, Total assets ($B): 0.344019371 · Participants: 12194Childrens Healthcare of Atlanta Growth PlanSoutheast Georgia Health System, Inc. 403(b) Retirement Savings Plan, Total assets ($B): 0.180609125 · Participants: 2508Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan
Phx Holdings Retirement Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants
Compare Phx Holdings Retirement Plan side-by-side with 3 peers →

Phx Holdings Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Georgia, the nearest Profit Sharing by assets is Halvoron Productions K Plan in CA ($5M); by covered participants it is Ball Homes, LLC Retirement Plan in KY (215 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (215 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 Phx Holdings Retirement Plan assets move in 2023? ▼
Phx Holdings Retirement Plan surged - up 55.8% during 2023, from $3M to $5M. Reported net income was $2M.
How have Phx Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phx Holdings, LLC's sponsor-wide assets grew 36.6%, from $8M to $11M.
Which Profit Sharing plans are similar in size to Phx Holdings Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Halvoron Productions K Plan in CA ($5M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Phx Holdings Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Ball Homes, LLC Retirement Plan in KY (215 participants, $37M 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 832712734.

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.