401(k) · DOL Form 5500 · 2023

Aquaphoenix Scientific, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
203
Participants Below avg headcount
64th
Percentile by assets National rank
$63,188
Avg per participant Low balance/head
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Official DOL plan name: Aquaphoenix Scientific 401(k) Plan · Sponsored by Aquaphoenix Scientific, LLC · Pennsylvania · Manufacturing

$13M in assets, 203 participants

Aquaphoenix Scientific, LLC's Aquaphoenix Scientific 401(k) Plan reported $13M in total assets and 203 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #9,645 in Manufacturing (18,722 peers)

Coverage in Pennsylvania

Aquaphoenix Scientific 401(k) Plan covers 203 participants in Pennsylvania, about 25% of the average Pennsylvania filer (state average ~822 per filing). Assets: $13M.

#9,645
in Manufacturing (18,722 peers)
+22.0%
assets growth YoY

Aquaphoenix Scientific 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Aquaphoenix Scientific 401(k) Plan vs every filed plan by assets

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

$12,827,164 Top 36% higher than 64% 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

Aquaphoenix Scientific 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. Aquaphoenix Scientific 401(k) Plan sits mid-pack in the medium band (203 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aquaphoenix Scientific 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Aquaphoenix Scientific 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Aquaphoenix Scientific 401(k) Plan reported participants rose from 200 in the plan year 2022 filing to 203 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 233058449 · Aquaphoenix Scientific, LLC PY 2023 · 401(k)

Aquaphoenix Scientific 401(k) Plan · $13M · 203 · 64th

  • RANK $13M
  • RANK 203
  • RANK 64th
  • RANK 401(k)
  • RANK near Search Retirement Plan
  • RANK ind #9645

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 →

Aquaphoenix Scientific 401(k) Plan in the asset neighbourhood

Aquaphoenix Scientific 401(k) PlanAquaphoenix Scientific 401(k…$13MSearch Retirement Plan$13MFitzmark, LLC 401(k) Plan$13MAviva Metals, Inc. Retirement Plan and TrustAviva Metals, Inc. Retiremen…$13MCapital City Fruit Employer Profit Sharing PlanCapital City Fruit Employer …$13M
End-of-year total assets ($M) among Aquaphoenix Scientific 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN233058449
Plan Effective Date2007-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aquaphoenix Scientific, LLC)

Sponsor-wide plan assets over time

All Aquaphoenix Scientific, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$23M 114.85222473902566% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $10.5M $22.6M ▲ +114.8%
Year Plans Participants Total Assets
2022 1 200 $11M
2023 1 203 $13M
2024 1 258 $23M

Nearby 401(k) Plans in Pennsylvania

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

Aquaphoenix Scientific 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Aquaphoenix Scientific 401(k) Plan, Total assets ($B): 0.012827164 · Participants: 203Aquaphoenix Scientific 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
Aquaphoenix Scientific 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Aquaphoenix Scientific 401(k) Plan side-by-side with 3 peers →

Aquaphoenix Scientific 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Search Retirement Plan in IL ($13M); by covered participants it is Permian Ford-Lincoln-Mercury, Inc. 401(k) Profit Sharing Plan in NM (203 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (203 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 Aquaphoenix Scientific 401(k) Plan assets move in 2023? ▼
Aquaphoenix Scientific 401(k) Plan grew sharply - up 22.0% during 2023, from $11M to $13M. Reported net income was $2M.
How have Aquaphoenix Scientific, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aquaphoenix Scientific, LLC's sponsor-wide assets grew 114.9%, from $11M to $23M.
Which 401(k) plans are similar in size to Aquaphoenix Scientific 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Search Retirement Plan in IL ($13M, 221 participants).
Which 401(k) plans cover a similar participant headcount to Aquaphoenix Scientific 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Permian Ford-Lincoln-Mercury, Inc. 401(k) Profit Sharing Plan in NM (203 participants, $7M 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 233058449.

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.