401(k) · DOL Form 5500 · 2023

Phoenix Contact Development and Manufacturing, Inc. 401(k) Plan

Data updated 2026-08-25

$144M
Total assets Near avg plan size
951
Participants Near avg headcount
93rd
Percentile by assets National rank
$151,094
Avg per participant Above avg balance/head
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Official DOL plan name: Phoenix Contact Employee Investment Plan · Sponsored by Phoenix Contact Development and Manufacturing, Inc. · Pennsylvania · Wholesale Trade

$144M in assets, 951 participants

Phoenix Contact Development and Manufacturing, Inc.'s Phoenix Contact Employee Investment Plan reported $144M in total assets and 951 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #5,971 in Wholesale Trade (6,309 peers)

Where Phoenix Contact Employee Investment Plan sits by assets

Phoenix Contact Employee Investment Plan sits in the top 10% of all filed plans by assets, $144M for 951 participants (~$151,094/participant), up 19.7% in 2023.

#5,971
in Wholesale Trade (6,309 peers)
+19.7%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Phoenix Contact Employee Investment Plan's outsized position by total assets

Phoenix Contact Employee Investment Plan vs every filed plan by assets

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

$143,690,238 Top 7% higher than 93% 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 Contact Employee Investment 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 Contact Employee Investment Plan sits mid-pack in the medium band (951 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phoenix Contact Employee Investment Plan reported net income rose from -$19M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Phoenix Contact Employee Investment Plan end-of-year assets rose from $120M in the plan year 2022 filing to $144M in the plan year 2023 filing.
  • Phoenix Contact Employee Investment Plan reported participants rose from 840 in the plan year 2022 filing to 951 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 752979405 · Phoenix Contact Development and Manufacturing, Inc. PY 2023 · 401(k)

Phoenix Contact Employee Investment Plan · $144M · 951 · 93rd

  • ASSETS $144M
  • PCT 951
  • EIN 93rd
  • RANK 401(k)
  • PHOTO near Martin's Point 401(k) Plan
  • IND ind #5971

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 Wholesale Trade retirement plans → · Plans in Pennsylvania →

Phoenix Contact Employee Investment Plan in the asset neighbourhood

Major League Soccer 401(k) PlanMajor League Soccer 401(k) P…$144MBancplus Corporation Employee Stock Ownership Plan W/401(k) ProvisionsBancplus Corporation Employe…$144MWhitman, Requardt & Associates, LLP 401(k) PlanWhitman, Requardt & Associat…$144MPhoenix Contact Employee Investment PlanPhoenix Contact Employee Inv…$144MMartin's Point 401(k) Plan$144M
End-of-year total assets ($M) among Phoenix Contact Employee Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$120M
Net Assets (End of Year)$144M
Net Income$24M
Employer EIN752979405
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phoenix Contact Development and Manufacturing, Inc.)

Sponsor-wide plan assets over time

All Phoenix Contact Development and Manufacturing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$169M 40.78347482486785% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $120M $169M ▲ +40.8%
Year Plans Participants Total Assets
2022 1 840 $120M
2023 1 951 $144M
2024 1 1,106 $169M

Nearby 401(k) Plans in Pennsylvania

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

Phoenix Contact Employee Investment Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Phoenix Contact Employee Investment Plan, Total assets ($B): 0.143690238 · Participants: 951Phoenix Contact Employee Investment 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 Contact Employee Investment Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Phoenix Contact Employee Investment Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Martin's Point 401(k) Plan in ME ($144M); by covered participants it is Front Burner Employee 401(k) Plan in TX (951 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($144M here).

Similar participant headcount

Nearest other-state filings by covered participants (951 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 Contact Employee Investment Plan assets move in 2023? ▼
Phoenix Contact Employee Investment Plan grew sharply - up 19.7% during 2023, from $120M to $144M. Reported net income was $24M.
How have Phoenix Contact Development and Manufacturing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phoenix Contact Development and Manufacturing, Inc.'s sponsor-wide assets grew 40.8%, from $120M to $169M.
Where does Phoenix Contact Employee Investment Plan rank by assets among Form 5500 filers? ▼
Phoenix Contact Employee Investment Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Phoenix Contact Employee Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Martin's Point 401(k) Plan in ME ($144M, 1,023 participants).
Which 401(k) plans cover a similar participant headcount to Phoenix Contact Employee Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Front Burner Employee 401(k) Plan in TX (951 participants, $768K 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 752979405.

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.