401(k) · DOL Form 5500 · 2023

Phoenix Taco LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
416
Participants Below avg headcount
32nd
Percentile by assets National rank
$5,661
Avg per participant Low balance/head
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Official DOL plan name: Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Phoenix Taco LLC · North Carolina · Food Services & Accommodation

$2M in assets, 416 participants

Phoenix Taco LLC's Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust reported $2M in total assets and 416 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #2,626 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust ranks #2,626 of 3,828 2023 filers by assets (831% of the sector average)-$2M for 416 participants.

#2,626
in Food Services & Accommodation (3,828 peers)
+39.6%
assets growth YoY

Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$2,354,815 32nd percentile higher than 32% 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

Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust 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 Taco LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (416 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust reported participants rose from 311 in the plan year 2022 filing to 416 in the plan year 2023 filing.
  • Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust reported net income fell from $819K in the plan year 2022 filing to $670K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 562108172 · Phoenix Taco LLC PY 2023 · 401(k)

Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust · $2M · 416 · 32nd

  • TYPE $2M
  • TYPE 416
  • TYPE 32nd
  • TYPE 401(k)
  • TYPE near St. Matthew's House, Inc. 401(k) Profit Sharing Plan and Trust
  • TYPE ind #2626

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 Food Services & Accommodation retirement plans → · Plans in North Carolina →

Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Fleetwood Metal Industries Corporation Retirement Savings PlanFleetwood Metal Industries C…$2MEmpire Candle 401(k) Plan$2MParamo Management & Consulting 401(k)Paramo Management & Consulti…$2MPhoenix Taco LLC 401(k) Profit Sharing Plan and TrustPhoenix Taco LLC 401(k) Prof…$2MSt. Matthew's House, Inc. 401(k) Profit Sharing Plan and TrustSt. Matthew's House, Inc. 40…$2M
End-of-year total assets ($M) among Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$670K
Employer EIN562108172
Plan Effective Date2016-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phoenix Taco LLC)

Sponsor-wide plan assets over time

All Phoenix Taco LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 141.4325182520475% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $1.69M $4.07M ▲ +140.8%
Year Plans Participants Total Assets
2022 1 311 $2M
2023 1 416 $2M
2024 1 730 $4M

Nearby 401(k) Plans in North Carolina

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

Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.002354815 · Participants: 416Phoenix Taco LLC 401(k) Profit Sharing Plan and TrustThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is St. Matthew's House, Inc. 401(k) Profit Sharing Plan and Trust in FL ($2M); by covered participants it is Utah Del Inc 401(k) Profit Sharing Plan & Trust in UT (416 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (416 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 Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust surged - up 39.6% during 2023, from $2M to $2M. Reported net income was $670K.
How have Phoenix Taco LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phoenix Taco LLC's sponsor-wide assets grew 141.4%, from $2M to $4M.
Which 401(k) plans are similar in size to Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is St. Matthew's House, Inc. 401(k) Profit Sharing Plan and Trust in FL ($2M, 287 participants).
Which 401(k) plans cover a similar participant headcount to Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Utah Del Inc 401(k) Profit Sharing Plan & Trust in UT (416 participants, $2M 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 562108172.

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.