401(k) · DOL Form 5500 · 2023

Phoenix Services LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 247
Participants Below avg headcount: 42nd
Percentile by assets National rank: $18,426
Avg per participant Low balance/head

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Official DOL plan name: Phoenix Services LLC 401(k) Plan · Sponsored by Phoenix Services LLC · Texas · Mining & Oil Extraction

$5M in assets, 247 participants

Phoenix Services LLC's Phoenix Services LLC 401(k) Plan reported $5M in total assets and 247 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

#174 in Mining & Oil Extraction (811 peers)

Coverage in Texas

Phoenix Services LLC 401(k) Plan covers 247 participants in Texas, about 36% of the average Texas filer (state average ~688 per filing). Assets: $5M.

#174
in Mining & Oil Extraction (811 peers): +39.8%
assets growth YoY

Phoenix Services LLC 401(k) Plan's mid-pack asset rank among Mining & Oil Extraction and all filers

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

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

$4,551,223 42nd percentile higher than 42% 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 Services LLC 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 Services LLC 401(k) Plan sits mid-pack in the medium band (247 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 Services LLC 401(k) Plan reported net income rose from -$102K in the plan year 2022 filing to $1M in the plan year 2023 filing.
Phoenix Services LLC 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Phoenix Services LLC 401(k) Plan reported participants rose from 188 in the plan year 2022 filing to 247 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 455483929 · Phoenix Services LLC PY 2023 · 401(k)

Phoenix Services LLC 401(k) Plan · $5M · 247 · 42nd

ASSETS $5M
PCT 247
EIN 42nd
RANK 401(k)
PHOTO near Pediatric Associates of New Bedford, Inc. 401(k) Plan
IND ind #174

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 Mining & Oil Extraction retirement plans → · Plans in Texas →

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

Texas filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$5M
Net Income	$1M
Employer EIN	455483929
Plan Effective Date	2018-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Phoenix Services LLC)

Latest sponsor-wide plan assets: $6M 71.16922203433155% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	188	$3M
2023	1	247	$5M
2024	1	217	$6M

Nearby 401(k) Plans in Texas

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

Phoenix Services LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Phoenix Services LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Pediatric Associates of New Bedford, Inc. 401(k) Plan in MA ($5M); by covered participants it is Associated Home Care, LLC 401(k) Plan in MA (247 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Pediatric Associates of New Bedford, Inc. 401(k) Plan (MA) $5M · 26
Grand Fitness Mgmt, LLC 401(k) Plan (NJ) $5M · 241
Quadro Partners 401(k) Plan (NY) $5M · 104
R&b Grinding LLC 401(k) Plan (WI) $5M · 83

Similar participant headcount

Nearest other-state filings by covered participants (247 participants); asset peers above are excluded.

Associated Home Care, LLC 401(k) Plan (MA) 247 · 0 off
Interface Engineering Inc. Retirement Plan (OR) 247 · 0 off
Citizens Community Federal 401(k) Profit Sharing Plan (WI) 247 · 0 off
P1 Group Profit Sharing Plan (KS) 247 · 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 Services LLC 401(k) Plan assets move in 2023? ▼

Phoenix Services LLC 401(k) Plan surged - up 39.8% during 2023, from $3M to $5M. Reported net income was $1M.

How have Phoenix Services LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Phoenix Services LLC's sponsor-wide assets grew 71.2%, from $3M to $6M.

Which 401(k) plans are similar in size to Phoenix Services LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Pediatric Associates of New Bedford, Inc. 401(k) Plan in MA ($5M, 26 participants).

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

Among 401(k) plans in other states, the closest by covered participants is Associated Home Care, LLC 401(k) Plan in MA (247 participants, N/A 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 455483929.