401(k) · DOL Form 5500 · 2023

Phoenix Management, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
451
Participants Below avg headcount
66th
Percentile by assets National rank
$31,202
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Phoenix 401(k) Plan · Sponsored by Phoenix Management, Inc. · Texas · Other Services

$14M in assets, 451 participants

Phoenix Management, Inc.'s Phoenix 401(k) Plan reported $14M in total assets and 451 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #6,352 in Other Services (7,857 peers)

Phoenix Management, Inc. multi-year trail

Phoenix Management, Inc.'s plans moved +24.1% in assets from 2022 to 2024; this filing shows Phoenix 401(k) Plan at $14M / 451 participants.

#6,352
in Other Services (7,857 peers)
+18.5%
assets growth YoY

Phoenix 401(k) Plan's mid-pack asset rank among Other Services and all filers

Phoenix 401(k) Plan vs every filed plan by assets

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

$14,071,959 Top 34% higher than 66% 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 401(k) 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. Phoenix 401(k) Plan sits mid-pack in the medium band (451 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phoenix 401(k) Plan reported net income rose from -$887K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Phoenix 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Phoenix 401(k) Plan reported participants fell from 461 in the plan year 2022 filing to 451 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 742641906 · Phoenix Management, Inc. PY 2023 · 401(k)

Phoenix 401(k) Plan · $14M · 451 · 66th

  • RANK $14M
  • RANK 451
  • RANK 66th
  • RANK 401(k)
  • RANK near Ussc Retirement Plan
  • RANK ind #6352

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 Other Services retirement plans → · Plans in Texas →

Phoenix 401(k) Plan in the asset neighbourhood

Phoenix 401(k) Plan$14MUssc Retirement Plan$14MSheltair Resources 401(k) PlanSheltair Resources 401(k) Pl…$14MEspire Dental 401(k) Plan$14MHuntress Labs Incorporated 401(k) PlanHuntress Labs Incorporated 4…$14M
End-of-year total assets ($M) among Phoenix 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Phoenix Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$15M 24.07893247335361% vs 2022
2024 filing year
$11M$12M$13M$14M$15M$16M 202220232024 $11.9M $14.7M ▲ +24.1%
Year Plans Participants Total Assets
2022 1 461 $12M
2023 1 451 $14M
2024 1 474 $15M

Phoenix Management, Inc. filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN742641906
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Phoenix 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Phoenix 401(k) Plan, Total assets ($B): 0.014071959 · Participants: 451Phoenix 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Phoenix 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Phoenix 401(k) Plan side-by-side with 3 peers →

Phoenix 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Ussc Retirement Plan in PA ($14M); by covered participants it is Core Services Group, Inc. 401(k) Profit Sharing Plan in NY (451 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (451 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 401(k) Plan assets move in 2023? ▼
Phoenix 401(k) Plan grew sharply - up 18.5% during 2023, from $12M to $14M. Reported net income was $2M.
How have Phoenix Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phoenix Management, Inc.'s sponsor-wide assets grew 24.1%, from $12M to $15M.
Which 401(k) plans are similar in size to Phoenix 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ussc Retirement Plan in PA ($14M, 257 participants).
Which 401(k) plans cover a similar participant headcount to Phoenix 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Core Services Group, Inc. 401(k) Profit Sharing Plan in NY (451 participants, $1M 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 742641906.

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.