401(k) · DOL Form 5500 · 2023

Pheonix Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$148K
Total assets Small plan by assets: N/A
Participants Small participant base: 9th
Percentile by assets National rank

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Official DOL plan name: Pheonix Enterprises, Inc. 401(k) Plan · Sponsored by Pheonix Enterprises, Inc. · Florida · Administrative & Support Services

$148K in assets, N/A participants

Pheonix Enterprises, Inc.'s Pheonix Enterprises, Inc. 401(k) Plan reported $148K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 9th 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.

#890 in Administrative & Support Services (4,372 peers)

Pheonix Enterprises, Inc. multi-year trail

Pheonix Enterprises, Inc.'s plans moved -13.1% in assets from 2022 to 2023; this filing shows Pheonix Enterprises, Inc. 401(k) Plan at $148K / N/A participants.

#890
in Administrative & Support Services (4,372 peers): -13.1%
assets change YoY

The plan reported a net loss of $22K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pheonix Enterprises, Inc. 401(k) Plan among the smaller filed plans by assets

Pheonix Enterprises, Inc. 401(k) Plan vs every filed plan by assets

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

$147,684 9th percentile higher than 9% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

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%)

Pheonix Enterprises, Inc. 401(k) Plan reported net income fell from $170K in the plan year 2022 filing to -$22K in the plan year 2023 filing.
Pheonix Enterprises, Inc. 401(k) Plan end-of-year assets fell from $170K in the plan year 2022 filing to $148K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 882493785 · Pheonix Enterprises, Inc. PY 2023 · 401(k)

Pheonix Enterprises, Inc. 401(k) Plan · $148K · N/A · 9th

EIN $148K
RANK N/A
PHOTO 9th
IND 401(k)
EOY near Wojie Agency Retirement Plan
5500 ind #890

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 Administrative & Support Services retirement plans → · Plans in Florida →

End-of-year total assets ($M) among Pheonix Enterprises, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pheonix Enterprises, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $148K 13.065181688142738% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$170K
2023	1	N/A	$148K

Pheonix Enterprises, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$170K
Net Assets (End of Year)	$148K
Net Income	-$22K
Employer EIN	882493785
Plan Effective Date	2022-05-11
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Florida

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

Pheonix Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

L3harris Retirement Savings Plan $15.4B · 40,665
Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
Adp Totalsource Retirement Savings Plan $8.0B · 308,867
Trinet 401(k) Plan $7.0B · 157,945
Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674

Compare Pheonix Enterprises, Inc. 401(k) Plan side-by-side with 3 peers →

Pheonix Enterprises, Inc. 401(k) Plan's closest out-of-state 401(k) peers by assets

Outside Florida, the nearest 401(k) by end-of-year assets is Wojie Agency Retirement Plan in NJ at $148K (this filing: $148K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($148K here).

Wojie Agency Retirement Plan (NJ) $148K · 1
Karma Rising, Inc. 401(k) Profit Sharing Plan (IL) $148K · 7
Pub in a Tub Retirement Plan (CO) $148K · 2
Appexx Enterprises Retirement Plan (OH) $148K · N/A

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 Pheonix Enterprises, Inc. 401(k) Plan assets move in 2023? ▼

Pheonix Enterprises, Inc. 401(k) Plan pulled back noticeably - down 13.1% during 2023, from $170K to $148K. Reported net income was -$22K.

How have Pheonix Enterprises, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Pheonix Enterprises, Inc.'s sponsor-wide assets declined 13.1%, from $170K to $148K.

Where does Pheonix Enterprises, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼

Pheonix Enterprises, Inc. 401(k) Plan ranks in the 9th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Pheonix Enterprises, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Wojie Agency Retirement Plan in NJ ($148K, 1 participant).

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 882493785.