401(k) · DOL Form 5500 · 2023

Phoenix Air Group, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
320
Participants Below avg headcount
75th
Percentile by assets National rank
$72,761
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Phoenix Air Group, Inc. 401(k) Plan · Sponsored by Phoenix Air Group, Inc. · Georgia · Transportation & Warehousing

$23M in assets, 320 participants

Phoenix Air Group, Inc.'s Phoenix Air Group, Inc. 401(k) Plan reported $23M in total assets and 320 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #2,502 in Transportation & Warehousing (3,362 peers)

Coverage in Georgia

Phoenix Air Group, Inc. 401(k) Plan covers 320 participants in Georgia, about 29% of the average Georgia filer (state average ~1,096 per filing). Assets: $23M.

#2,502
in Transportation & Warehousing (3,362 peers)
+17.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Phoenix Air Group, Inc. 401(k) Plan's outsized position by total assets

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

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

$23,283,576 Top 25% higher than 75% 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 Air Group, Inc. 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 Air Group, Inc. 401(k) Plan sits mid-pack in the medium band (320 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phoenix Air Group, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Phoenix Air Group, Inc. 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 581653300 · Phoenix Air Group, Inc. PY 2023 · 401(k)

Phoenix Air Group, Inc. 401(k) Plan · $23M · 320 · 75th

  • PHOTO $23M
  • IND 320
  • EOY 75th
  • 5500 401(k)
  • ASSETS near Aer Lingus 401(k) Plan
  • PCT ind #2502

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 Transportation & Warehousing retirement plans → · Plans in Georgia →

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

Phoenix Air Group, Inc. 401(k) PlanPhoenix Air Group, Inc. 401(…$23MAer Lingus 401(k) Plan$23MSan Luis Ambulance Service, Inc. 401(k) Profit Sharing PlanSan Luis Ambulance Service, …$23MDowntown Music LLC 401(k) Profit Sharing Plan and TrustDowntown Music LLC 401(k) Pr…$23MHeritage Operations Group, LLC Retirement Savings PlanHeritage Operations Group, L…$23M
End-of-year total assets ($M) among Phoenix Air Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN581653300
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phoenix Air Group, Inc.)

Sponsor-wide plan assets over time

All Phoenix Air Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 36.08327841465105% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.8M $26.9M ▲ +36.1%
Year Plans Participants Total Assets
2022 1 318 $20M
2023 1 320 $23M
2024 1 308 $27M

Nearby 401(k) Plans in Georgia

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

Phoenix Air Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Phoenix Air Group, Inc. 401(k) Plan, Total assets ($B): 0.023283576 · Participants: 320Phoenix Air Group, Inc. 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Phoenix Air Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Phoenix Air Group, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest 401(k) by assets is Aer Lingus 401(k) Plan in NY ($23M); by covered participants it is Loudpack Retirement Savings Plan 401(k) Plan & Trust in CA (320 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (320 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 Air Group, Inc. 401(k) Plan assets move in 2023? ▼
Phoenix Air Group, Inc. 401(k) Plan grew sharply - up 17.9% during 2023, from $20M to $23M. Reported net income was $4M.
How have Phoenix Air Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phoenix Air Group, Inc.'s sponsor-wide assets grew 36.1%, from $20M to $27M.
Where does Phoenix Air Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Phoenix Air Group, Inc. 401(k) Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Phoenix Air Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aer Lingus 401(k) Plan in NY ($23M, 82 participants).
Which 401(k) plans cover a similar participant headcount to Phoenix Air Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Loudpack Retirement Savings Plan 401(k) Plan & Trust in CA (320 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 581653300.

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.