401(k) · DOL Form 5500 · 2023

Phoenix Motor Company 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 206
Participants Below avg headcount: 49th
Percentile by assets National rank: $30,551
Avg per participant Low balance/head

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Official DOL plan name: Phoenix Motor Company 401(k) Plan · Sponsored by Phoenix Motor Company · Arizona · Retail Trade

$6M in assets, 206 participants

Phoenix Motor Company's Phoenix Motor Company 401(k) Plan reported $6M in total assets and 206 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

#4,973 in Retail Trade (8,414 peers)

Coverage in Arizona

Phoenix Motor Company 401(k) Plan covers 206 participants in Arizona, about 37% of the average Arizona filer (state average ~564 per filing). Assets: $6M.

#4,973
in Retail Trade (8,414 peers): +26.5%
assets growth YoY

Phoenix Motor Company 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

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

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

$6,293,536 49th percentile higher than 49% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Phoenix Motor Company 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 Motor Company 401(k) Plan sits mid-pack in the medium band (206 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Phoenix Motor Company 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Phoenix Motor Company 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Phoenix Motor Company 401(k) Plan reported participants rose from 189 in the plan year 2022 filing to 206 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 860044060 · Phoenix Motor Company PY 2023 · 401(k)

Phoenix Motor Company 401(k) Plan · $6M · 206 · 49th

5500 $6M
ASSETS 206
PCT 49th
EIN 401(k)
RANK near Sports Basement Retirement Plan
PHOTO ind #4973

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 Retail Trade retirement plans → · Plans in Arizona →

End-of-year total assets ($M) among Phoenix Motor Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$6M
Net Income	$1M
Employer EIN	860044060
Plan Effective Date	1987-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Phoenix Motor Company)

Latest sponsor-wide plan assets: $8M 52.97358949031129% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	189	$5M
2023	1	206	$6M
2024	1	206	$8M

Nearby 401(k) Plans in Arizona

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

Phoenix Motor Company 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Bechtel Trust & Thrift Plan $5.7B · 7,448
Banner Health Employees 401(k) Plan $4.3B · 52,452
Republic Services, Inc. 401(k) Plan $2.4B · 28,131
Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
Stantec 401(k) Plan $2.0B · 10,719

Compare Phoenix Motor Company 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Sports Basement Retirement Plan in CA ($6M); by covered participants it is Nwsl Retirement Plan in IL (206 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Sports Basement Retirement Plan (CA) $6M · 711
401(k) Profit Sharing Plan of Mccullough and Mccullough, Attorneys at Law (TX) $6M · 8
Auditone LLC 401(k) Plan and Trust (CA) $6M · 52
The 615 Group 401(k) Plan (TN) $6M · 267

Similar participant headcount

Nearest other-state filings by covered participants (206 participants); asset peers above are excluded.

Nwsl Retirement Plan (IL) 206 · 0 off
Nwsl Retirement Plan (IL) 206 · 0 off
Sequoia 401(k) Plan (CA) 206 · 0 off
Equibrand Corporation 401(k) Profit Sharing Plan (TX) 206 · 0 off

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 Motor Company 401(k) Plan assets move in 2023? ▼

Phoenix Motor Company 401(k) Plan grew sharply - up 26.5% during 2023, from $5M to $6M. Reported net income was $1M.

How have Phoenix Motor Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Phoenix Motor Company's sponsor-wide assets grew 53.0%, from $5M to $8M.

Which 401(k) plans are similar in size to Phoenix Motor Company 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Sports Basement Retirement Plan in CA ($6M, 711 participants).

Which 401(k) plans cover a similar participant headcount to Phoenix Motor Company 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Nwsl Retirement Plan in IL (206 participants, $152K 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 860044060.