401(k) · DOL Form 5500 · 2022

Phoenix Management and Consulting of Florida, Inc. 401(k) Plan

Data updated 2026-08-25

$19K
Total assets Small plan by assets
101
Participants Small participant base
2nd
Percentile by assets National rank
$184
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Phoenix Management 401(k) Plan · Sponsored by Phoenix Management and Consulting of Florida, Inc. · Florida · Real Estate

$19K in assets, 101 participants

Phoenix Management and Consulting of Florida, Inc.'s Phoenix Management 401(k) Plan reported $19K in total assets and 101 participants in its 2022 DOL Form 5500 filing, ranking in the 2nd 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.

  • #110 in Real Estate (5,057 peers)

Coverage in Florida

Phoenix Management 401(k) Plan covers 101 participants in Florida, about 16% of the average Florida filer (state average ~628 per filing). Assets: $19K.

#110
in Real Estate (5,057 peers)
$13K
reported net income

Phoenix Management 401(k) Plan among the smaller filed plans by assets

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

End-of-year total assets · plan year 2022 · DOL Form 5500

$18,557 2nd percentile higher than 2% of 139,123 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 2022

Phoenix Management 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phoenix Management 401(k) Plan sits mid-pack in the medium band (101 participants).

Published 5500 schedule card

Filing strip 650949149 · Phoenix Management and Consulting of Florida, Inc. PY 2022 · 401(k)

Phoenix Management 401(k) Plan · $19K · 101 · 2nd

  • BOOK $19K
  • VS-ST 101
  • BOY 2nd
  • SCH 401(k)
  • EBSA near Aak Enterprise of 415 Mill Rd Ny, Inc. 401(k) Plan
  • PART ind #110

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 Real Estate retirement plans → · Plans in Florida →

Phoenix Management 401(k) Plan in the asset neighbourhood

Phoenix Management 401(k) PlanPhoenix Management 401(k) Pl…$19KAak Enterprise of 415 Mill Rd Ny, Inc. 401(k) PlanAak Enterprise of 415 Mill R…$19KMighty Herd, Inc. 401(k) Profit Sharing PlanMighty Herd, Inc. 401(k) Pro…$19KNot Easily Broken, Inc. 401(k) Profit Sharing PlanNot Easily Broken, Inc. 401(…$19KJ.S. Gathers, Inc. 401(k) Profit Sharing PlanJ.S. Gathers, Inc. 401(k) Pr…$19K
End-of-year total assets ($M) among Phoenix Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$13K
Net Income$13K
Employer EIN650949149
Plan Effective Date2022-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Phoenix Management 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Phoenix Management 401(k) Plan, Total assets ($B): 0.000018557 · Participants: 101Phoenix Management 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Phoenix Management 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Phoenix Management 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Aak Enterprise of 415 Mill Rd Ny, Inc. 401(k) Plan in NJ ($19K); by covered participants it is General Service Bureau and Early Out Services Employees Savings Plan in NE (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Where does Phoenix Management 401(k) Plan rank by assets among Form 5500 filers? ▼
Phoenix Management 401(k) Plan ranks in the 2nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Phoenix Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aak Enterprise of 415 Mill Rd Ny, Inc. 401(k) Plan in NJ ($19K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Phoenix Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is General Service Bureau and Early Out Services Employees Savings Plan in NE (101 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 650949149.

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.