401(k) · DOL Form 5500 · 2023

Phoenix Packaging, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
24
Participants Small participant base
26th
Percentile by assets National rank
$52,743
Avg per participant Low balance/head
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Official DOL plan name: Phoenix Packaging, Inc. 401(k) Plan · Sponsored by Phoenix Packaging, Inc. · Pennsylvania · Manufacturing

$1M in assets, 24 participants

Phoenix Packaging, Inc.'s Phoenix Packaging, Inc. 401(k) Plan reported $1M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #2,161 in Manufacturing (18,722 peers)

2023 asset change

Phoenix Packaging, Inc. 401(k) Plan pulled back noticeably 14.3% in 2023 ($1M → $1M) for 24 participants.

#2,161
in Manufacturing (18,722 peers)
-14.3%
assets change YoY

The plan reported a net loss of $211K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$1,265,841 26th percentile higher than 26% 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 Packaging, 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 Packaging, Inc. 401(k) Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phoenix Packaging, Inc. 401(k) Plan reported net income rose from -$789K in the plan year 2022 filing to -$211K in the plan year 2023 filing.
  • Phoenix Packaging, Inc. 401(k) Plan reported participants fell from 53 in the plan year 2022 filing to 24 in the plan year 2023 filing.
  • Phoenix Packaging, Inc. 401(k) Plan end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 232288168 · Phoenix Packaging, Inc. PY 2023 · 401(k)

Phoenix Packaging, Inc. 401(k) Plan · $1M · 24 · 26th

  • EOY $1M
  • 5500 24
  • ASSETS 26th
  • PCT 401(k)
  • EIN near Solon Ventures Inc. 401(k) Plan
  • RANK ind #2161

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 Manufacturing retirement plans → · Plans in Pennsylvania →

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

Phoenix Packaging, Inc. 401(k) PlanPhoenix Packaging, Inc. 401(…$1MSolon Ventures Inc. 401(k) PlanSolon Ventures Inc. 401(k) P…$1MDesignworks Creative 401(k) PlanDesignworks Creative 401(k) …$1MCold Locker Storage LLC 401(k) Profit Sharing Plan & TrustCold Locker Storage LLC 401(…$1MRaw Restoration Services Inc. 401(k) PlanRaw Restoration Services Inc…$1M
End-of-year total assets ($M) among Phoenix Packaging, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Phoenix Packaging, Inc. years around the 2023 move

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$1M 1.5308733920108328% vs 2022
2024 filing year
$1.2M$1.3M$1.4M$1.5M$1.6M 202220232024 $1.48M $1.45M ▼ -2.0%
Year Plans Participants Total Assets
2022 1 53 $1M
2023 1 24 $1M
2024 1 23 $1M

2023 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$211K
Employer EIN232288168
Plan Effective Date2000-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Phoenix Packaging, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Phoenix Packaging, Inc. 401(k) Plan, Total assets ($B): 0.001265841 · Participants: 24Phoenix Packaging, Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Phoenix Packaging, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Phoenix Packaging, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Solon Ventures Inc. 401(k) Plan in AZ ($1M); by covered participants it is National Institute for Trial Advocacy 401(k) Plan in CO (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Packaging, Inc. 401(k) Plan assets move in 2023? ▼
Phoenix Packaging, Inc. 401(k) Plan pulled back noticeably - down 14.3% during 2023, from $1M to $1M. Reported net income was -$211K.
How have Phoenix Packaging, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phoenix Packaging, Inc.'s sponsor-wide assets declined 1.5%, from $1M to $1M.
Which 401(k) plans are similar in size to Phoenix Packaging, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Solon Ventures Inc. 401(k) Plan in AZ ($1M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Phoenix Packaging, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is National Institute for Trial Advocacy 401(k) Plan in CO (24 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 232288168.

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.