401(k) · DOL Form 5500 · 2023

Phoenix Investors a Limited Liability Company 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 210
Participants Below avg headcount: 46th
Percentile by assets National rank: $26,701
Avg per participant Low balance/head

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Official DOL plan name: Phoenix Investors 401(k) Plan · Sponsored by Phoenix Investors a Limited Liability Company · Wisconsin · Real Estate

$6M in assets, 210 participants

Phoenix Investors a Limited Liability Company's Phoenix Investors 401(k) Plan reported $6M in total assets and 210 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

#3,123 in Real Estate (4,727 peers)

Coverage in Wisconsin

Phoenix Investors 401(k) Plan covers 210 participants in Wisconsin, about 37% of the average Wisconsin filer (state average ~563 per filing). Assets: $6M.

#3,123
in Real Estate (4,727 peers): +43.8%
assets growth YoY

Phoenix Investors 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Phoenix Investors 401(k) Plan vs every filed plan by assets

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

$5,607,245 46th percentile higher than 46% 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 Investors 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 Investors 401(k) Plan sits mid-pack in the medium band (210 participants).

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%)

Phoenix Investors 401(k) Plan reported net income rose from $432K in the plan year 2022 filing to $2M in the plan year 2023 filing.
Phoenix Investors 401(k) Plan reported participants rose from 104 in the plan year 2022 filing to 210 in the plan year 2023 filing.
Phoenix Investors 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391785189 · Phoenix Investors a Limited Liability Company PY 2023 · 401(k)

Phoenix Investors 401(k) Plan · $6M · 210 · 46th

PHOTO $6M
PHOTO 210
PHOTO 46th
PHOTO 401(k)
PHOTO near Hci 401(k) Plan
PHOTO ind #3123

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 Real Estate retirement plans → · Plans in Wisconsin →

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

Wisconsin filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$6M
Net Income	$2M
Employer EIN	391785189
Plan Effective Date	2017-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Phoenix Investors a Limited Liability Company)

Latest sponsor-wide plan assets: $7M 89.52230601618291% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	104	$4M
2023	1	210	$6M
2024	1	236	$7M

Nearby 401(k) Plans in Wisconsin

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

Phoenix Investors 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $9.1B · 76,956
Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
Fiserv 401(k) Savings Plan $4.8B · 25,280
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
Rockwell Automation Retirement Savings Plan $3.6B · 8,877

Compare Phoenix Investors 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Hci 401(k) Plan in VA ($6M); by covered participants it is B.E.a.T., LLC 401(k) Plan in TX (210 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Hci 401(k) Plan (VA) $6M · 258
Ehealth Global Technologies, Inc. 401(k) Profit Sharing Plan and Trust (NY) $6M · 299
Lli Holdings, Inc. 401(k) Plan (NY) $6M · 267
403(b) Thrift Plan for Ecker Center for Behavioral Health, Inc. (IL) $6M · 162

Similar participant headcount

Nearest other-state filings by covered participants (210 participants); asset peers above are excluded.

B.E.a.T., LLC 401(k) Plan (TX) 210 · 0 off
Versa Press Inc Employees Retirement Plan and Trust (IL) 210 · 0 off
K S Services, Inc. 401(k) Plan & Trust (MI) 210 · 0 off
Playstudios US, LLC 401(k) Plan (NV) 210 · 0 off

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 Investors 401(k) Plan assets move in 2023? ▼

Phoenix Investors 401(k) Plan surged - up 43.8% during 2023, from $4M to $6M. Reported net income was $2M.

How have Phoenix Investors a Limited Liability Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Phoenix Investors a Limited Liability Company's sponsor-wide assets grew 89.5%, from $4M to $7M.

Which 401(k) plans are similar in size to Phoenix Investors 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Hci 401(k) Plan in VA ($6M, 258 participants).

Which 401(k) plans cover a similar participant headcount to Phoenix Investors 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is B.E.a.T., LLC 401(k) Plan in TX (210 participants, $8M 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 391785189.