401(k) · DOL Form 5500 · 2023
Phoenix Healthcare Management Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 182
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $73,123
- Avg per participant Below avg balance/head
Official DOL plan name: Phoenix Healthcare Management Services, Inc. 401(k) Plan · Sponsored by Phoenix Healthcare Management Services, Inc. · Georgia · Administrative & Support Services
$13M in assets, 182 participants
Phoenix Healthcare Management Services, Inc.'s Phoenix Healthcare Management Services, Inc. 401(k) Plan reported $13M in total assets and 182 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.
- #3,548 in Administrative & Support Services (4,372 peers)
Coverage in Georgia
Phoenix Healthcare Management Services, Inc. 401(k) Plan covers 182 participants in Georgia, about 17% of the average Georgia filer (state average ~1,096 per filing). Assets: $13M.
- #3,548
- in Administrative & Support Services (4,372 peers)
- +12.8%
- assets growth YoY
Phoenix Healthcare Management Services, Inc. 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers
Phoenix Healthcare Management Services, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,308,295 Top 35% higher than 65% 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
Phoenix Healthcare Management Services, 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 Healthcare Management Services, Inc. 401(k) Plan sits mid-pack in the medium band (182 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Phoenix Healthcare Management Services, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Phoenix Healthcare Management Services, Inc. 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Phoenix Healthcare Management Services, Inc. 401(k) Plan reported participants rose from 162 in the plan year 2022 filing to 182 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 582002963 · Phoenix Healthcare Management Services, Inc. PY 2023 · 401(k)
Phoenix Healthcare Management Services, Inc. 401(k) Plan · $13M · 182 · 65th
- 5500 $13M
- 5500 182
- 5500 65th
- 5500 401(k)
- 5500 near Professional Turf Products, LP 401(k) Plan
- 5500 ind #3548
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 Georgia →
Phoenix Healthcare Management Services, Inc. 401(k) Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 582002963 |
| Plan Effective Date | 1993-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Phoenix Healthcare Management Services, Inc.)
Sponsor-wide plan assets over time
All Phoenix Healthcare Management Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 22.96730812514067% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 162 | $12M |
| 2023 | 1 | 182 | $13M |
| 2024 | 1 | 154 | $15M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
- Delta 401(k) Retirement Plan $16.2B · 83,136
- Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
- UPS 401(k) Savings Plan $13.1B · 102,231
- The Home Depot Futurebuilder $12.6B · 413,365
Phoenix Healthcare Management Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Professional Turf Products, LP 401(k) Plan in TX ($13M); by covered participants it is Broadmoor Management Company 401(k) Profit Sharing Plan in NE (182 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Professional Turf Products, LP 401(k) Plan (TX) $13M · 100
- Applied Minds, LLC 401(k) Plan (CA) $13M · 62
- Gilberte Interiors, Inc. Profit Sharing Plan (NH) $13M · 10
- Grayson Mill Energy, LLC Retirement Plan (TX) $13M · 198
Similar participant headcount
Nearest other-state filings by covered participants (182 participants); asset peers above are excluded.
- Broadmoor Management Company 401(k) Profit Sharing Plan (NE) 182 · 0 off
- Mid-States Packaging, Inc 401(k) Plan (MA) 182 · 0 off
- Schoolco Intermediate LLC 401(k) Plan (NY) 182 · 0 off
- Alimed 401(k) Plan (MA) 182 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.