401(k) · DOL Form 5500 · 2023
Phoenix Holdings Inc 401(k) Plan
Data updated 2026-08-25
- $413K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 16th
- Percentile by assets National rank
- $412,526
- Avg per participant High balance/head
Official DOL plan name: Phoenix Holdings Inc 401(k) Plan · Sponsored by Phoenix Holdings Inc · Indiana · Other Services
$413K in assets, 1 participants
Phoenix Holdings Inc's Phoenix Holdings Inc 401(k) Plan reported $413K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 16th 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.
- #2,790 in Other Services (7,857 peers)
Phoenix Holdings Inc multi-year trail
Phoenix Holdings Inc's plans moved -22.3% in assets from 2022 to 2024; this filing shows Phoenix Holdings Inc 401(k) Plan at $413K / 1 participant.
- #2,790
- in Other Services (7,857 peers)
- +23.0%
- assets growth YoY
Phoenix Holdings Inc 401(k) Plan among the smaller filed plans by assets
Phoenix Holdings Inc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$412,526 16th percentile higher than 16% 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 Holdings Inc 401(k) Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phoenix Holdings Inc 401(k) Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Phoenix Holdings Inc 401(k) Plan reported net income fell from $335K in the plan year 2022 filing to $77K in the plan year 2023 filing.
- Phoenix Holdings Inc 401(k) Plan end-of-year assets rose from $335K in the plan year 2022 filing to $413K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 921316618 · Phoenix Holdings Inc PY 2023 · 401(k)
Phoenix Holdings Inc 401(k) Plan · $413K · 1 · 16th
- IND $413K
- IND 1
- IND 16th
- IND 401(k)
- IND near Trusted Insurance Advisor Services Retirement Plan
- IND ind #2790
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 Other Services retirement plans → · Plans in Indiana →
Phoenix Holdings Inc 401(k) Plan in the asset neighbourhood
Phoenix Holdings Inc multi-year asset trail
Sponsor-wide plan assets over time
All Phoenix Holdings Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $261K 22.316400182459446% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $335K |
| 2023 | 1 | 1 | $413K |
| 2024 | 1 | N/A | $261K |
Phoenix Holdings Inc filing trail (2023)
| Total Assets (Beginning of Year) | $335K |
|---|---|
| Net Assets (End of Year) | $413K |
| Net Income | $77K |
| Employer EIN | 921316618 |
| Plan Effective Date | 2022-12-10 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
Phoenix Holdings Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Trusted Insurance Advisor Services Retirement Plan in IL ($413K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($413K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
- Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
- Armo 401(k) Trust (NJ) 1 · 0 off
- Provencio Enterprises Retirement Plan (TX) 1 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.