401(k) · DOL Form 5500 · 2023

Phoenix Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
11
Participants Small participant base
25th
Percentile by assets National rank
$105,352
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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

$1M in assets, 11 participants

Phoenix Partners, Inc.'s Phoenix Partners, Inc. 401(k) Plan reported $1M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,898 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Phoenix Partners, Inc. 401(k) Plan ranks #3,898 of 7,857 2023 filers by assets (1732% of the sector average)-$1M for 11 participants.

#3,898
in Other Services (7,857 peers)
+31.6%
assets growth YoY

Phoenix Partners, Inc. 401(k) Plan among the smaller filed plans by assets

Phoenix Partners, Inc. 401(k) Plan vs every filed plan by assets

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

$1,158,872 25th percentile higher than 25% 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 Partners, Inc. 401(k) 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 Partners, Inc. 401(k) Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phoenix Partners, Inc. 401(k) Plan reported participants rose from 8 in the plan year 2022 filing to 11 in the plan year 2023 filing.
  • Phoenix Partners, Inc. 401(k) Plan end-of-year assets rose from $880K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Phoenix Partners, Inc. 401(k) Plan reported net income fell from $360K in the plan year 2022 filing to $279K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 301095657 · Phoenix Partners, Inc. PY 2023 · 401(k)

Phoenix Partners, Inc. 401(k) Plan · $1M · 11 · 25th

  • EIN $1M
  • EIN 11
  • EIN 25th
  • EIN 401(k)
  • EIN near Club One Casino, Inc. 401(k) Plan
  • EIN ind #3898

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 Maine →

Phoenix Partners, Inc. 401(k) Plan in the asset neighbourhood

Phoenix Partners, Inc. 401(k) PlanPhoenix Partners, Inc. 401(k…$1MClub One Casino, Inc. 401(k) PlanClub One Casino, Inc. 401(k)…$1MThomson Insurance Agency Retirement PlanThomson Insurance Agency Ret…$1MCollaborative Retirement TrustCollaborative Retirement Tru…$1MGolden Goodrich LLP 401(k) Retirement PlanGolden Goodrich LLP 401(k) R…$1M
End-of-year total assets ($M) among Phoenix Partners, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$880K
Net Assets (End of Year)$1M
Net Income$279K
Employer EIN301095657
Plan Effective Date2018-06-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Phoenix Partners, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$85K 90.39612069112401% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $0.88M $0.08M ▼ -90.9%
Year Plans Participants Total Assets
2022 1 8 $880K
2023 1 11 $1M
2024 1 11 $85K

Nearby 401(k) Plans in Maine

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

Phoenix Partners, Inc. 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Phoenix Partners, Inc. 401(k) Plan, Total assets ($B): 0.001158872 · Participants: 11Phoenix Partners, Inc. 401(k) PlanTd 401(k) Retirement Plan, Total assets ($B): 4.942173822 · Participants: 30094Td 401(k) Retirement PlanUnum Group 401(k) Retirement Plan, Total assets ($B): 2.163858906 · Participants: 9604Unum Group 401(k) Retirement PlanIdexx Retirement and Incentive Savings Plan, Total assets ($B): 1.048053529 · Participants: 6594Idexx Retirement and Incentive Savings PlanHannaford Bros. Co. 401(k) Plan, Total assets ($B): 0.986043827 · Participants: 29370Hannaford Bros. Co. 401(k) PlanL.L. Bean 401(k) Retirement Savings Plan, Total assets ($B): 0.721305706 · Participants: 7173L.L. Bean 401(k) Retirement Savings Plan
Phoenix Partners, Inc. 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants
Compare Phoenix Partners, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Maine, the nearest 401(k) by assets is Club One Casino, Inc. 401(k) Plan in CA ($1M); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Partners, Inc. 401(k) Plan assets move in 2023? ▼
Phoenix Partners, Inc. 401(k) Plan surged - up 31.6% during 2023, from $880K to $1M. Reported net income was $279K.
How have Phoenix Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phoenix Partners, Inc.'s sponsor-wide assets declined 90.4%, from $880K to $85K.
Where does Phoenix Partners, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Phoenix Partners, Inc. 401(k) Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Phoenix Partners, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Club One Casino, Inc. 401(k) Plan in CA ($1M, 183 participants).
Which 401(k) plans cover a similar participant headcount to Phoenix Partners, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is True Colors International, Inc. Retirement Plan in CA (11 participants, $863K 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 301095657.

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.