401(k) · DOL Form 5500 · 2023

American Phoenix, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
496
Participants Below avg headcount
51st
Percentile by assets National rank
$14,177
Avg per participant Low balance/head
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Official DOL plan name: American Phoenix, Inc. 401(k) Retirement Plan · Sponsored by American Phoenix, Inc. · Wisconsin · Manufacturing

$7M in assets, 496 participants

American Phoenix, Inc.'s American Phoenix, Inc. 401(k) Retirement Plan reported $7M in total assets and 496 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #6,626 in Manufacturing (18,722 peers)

American Phoenix, Inc. multi-year trail

American Phoenix, Inc.'s plans moved +38.4% in assets from 2022 to 2024; this filing shows American Phoenix, Inc. 401(k) Retirement Plan at $7M / 496 participants.

#6,626
in Manufacturing (18,722 peers)
+27.4%
assets growth YoY

American Phoenix, Inc. 401(k) Retirement Plan's mid-pack asset rank among Manufacturing and all filers

American Phoenix, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$7,031,757 Top 49% higher than 51% 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

American Phoenix, Inc. 401(k) Retirement 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. American Phoenix, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (496 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Phoenix, Inc. 401(k) Retirement Plan reported net income rose from -$64K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • American Phoenix, Inc. 401(k) Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • American Phoenix, Inc. 401(k) Retirement Plan reported participants rose from 403 in the plan year 2022 filing to 496 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391761001 · American Phoenix, Inc. PY 2023 · 401(k)

American Phoenix, Inc. 401(k) Retirement Plan · $7M · 496 · 51st

  • PHOTO $7M
  • PHOTO 496
  • PHOTO 51st
  • PHOTO 401(k)
  • PHOTO near Chemico LLC and Chemico Systems Inc. Profit Sharing Plan and Trust
  • PHOTO ind #6626

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 Wisconsin →

American Phoenix, Inc. 401(k) Retirement Plan in the asset neighbourhood

American Phoenix, Inc. 401(k) Retirement PlanAmerican Phoenix, Inc. 401(k…$7MChemico LLC and Chemico Systems Inc. Profit Sharing Plan and TrustChemico LLC and Chemico Syst…$7MComprehensive Vascular Care PC 401(k) Profit Sharing PlanComprehensive Vascular Care …$7MCortech, LLC 401(k) Plan$7MThe Master 401(k) Plan$7M
End-of-year total assets ($M) among American Phoenix, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

American Phoenix, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All American Phoenix, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 38.441316048172645% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.52M $7.64M ▲ +38.4%
Year Plans Participants Total Assets
2022 1 403 $6M
2023 1 496 $7M
2024 1 394 $8M

American Phoenix, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN391761001
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

American Phoenix, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants American Phoenix, Inc. 401(k) Retirement Plan, Total assets ($B): 0.007031757 · Participants: 496American Phoenix, Inc. 401(k) Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
American Phoenix, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare American Phoenix, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

American Phoenix, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Chemico LLC and Chemico Systems Inc. Profit Sharing Plan and Trust in MI ($7M); by covered participants it is Slakey Brothers, Inc. Profit Sharing 401(k) Plan in CA (496 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (496 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 American Phoenix, Inc. 401(k) Retirement Plan assets move in 2023? ▼
American Phoenix, Inc. 401(k) Retirement Plan grew sharply - up 27.4% during 2023, from $6M to $7M. Reported net income was $2M.
How have American Phoenix, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Phoenix, Inc.'s sponsor-wide assets grew 38.4%, from $6M to $8M.
Which 401(k) plans are similar in size to American Phoenix, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chemico LLC and Chemico Systems Inc. Profit Sharing Plan and Trust in MI ($7M, 233 participants).
Which 401(k) plans cover a similar participant headcount to American Phoenix, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Slakey Brothers, Inc. Profit Sharing 401(k) Plan in CA (496 participants, $41M 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 391761001.

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.