401(k) · DOL Form 5500 · 2023
The University of Phoenix, Inc. 401(k) Plan
Data updated 2026-08-11
- $534M
- Total assets
- 5,853
- Participants
- 98th
- Percentile by assets
- $91,277
- Avg per participant
Official DOL plan name: The University of Phoenix, Inc. Savings and Investment Plan · Sponsored by The University of Phoenix, Inc. · Arizona · Educational Services
$534M in assets, 5,853 participants
The University of Phoenix, Inc.'s The University of Phoenix, Inc. Savings and Investment Plan reported $534M in total assets and 5,853 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 127,072 plans)
- #3,605 in Educational Services (3,735 peers)
Coverage in Arizona
The University of Phoenix, Inc. Savings and Investment Plan covers 5,853 participants in Arizona, 10x the typical Arizona plan (state average ~564 per filing). Assets: $534M.
- $534M
- total plan assets (2023 EOY)
- 5,853
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $91,277
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The University of Phoenix, Inc. Savings and Investment Plan reported net income rose from -$116M in the plan year 2022 filing to $55M in the plan year 2023 filing.
- The University of Phoenix, Inc. Savings and Investment Plan end-of-year assets rose from $480M in the plan year 2022 filing to $534M in the plan year 2023 filing.
- The University of Phoenix, Inc. Savings and Investment Plan reported participants fell from 6,531 in the plan year 2022 filing to 5,853 in the plan year 2023 filing.
Participants vs Arizona filers
In Arizona, the average filing covers about 564 participants across 2,304 plans. The University of Phoenix, Inc. Savings and Investment Plan reports 5,853 participants - 10x that state average ($534M EOY assets).
Arizona filing particulars
| Total Assets (Beginning of Year) | $480M |
|---|---|
| Net Assets (End of Year) | $534M |
| Net Income | $55M |
| Employer EIN | 942473210 |
| Plan Effective Date | 1984-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The University of Phoenix, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,531 | $480M |
| 2023 | 1 | 5,853 | $534M |
| 2024 | 1 | 5,686 | $586M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
The University of Phoenix, Inc. Savings and Investment Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
Scale composition for The University of Phoenix, Inc. Savings and Investment Plan
The University of Phoenix, Inc. Savings and Investment Plan reports $534M in end-of-year assets across 5,853 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $91,277 per participant (66% of the national average assets-per-participant) . Net income for plan year 2023 was $55M.
This plan identity (EIN 942473210, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $480M to $586M (+22.2%) while covered participants moved from 6,531 to 5,686 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,531 | $480M | Open filing |
| 2023 | 5,853 | $534M | This page |
| 2024 · index core | 5,686 | $586M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- The University of Phoenix, Inc. Savings and Investment Plan (401(k), $586M, 5,686 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The University of Phoenix, Inc. Savings and Investment Plan by total assets, not by location.
- Electric Power Research Institute, Inc. 401(k) Plan (CA) $534M · 1,176
- Fortrea 401(k) Plan (NC) $534M · 4,116
- 401(k) Profit Sharing Plan for Employees of Moss Adams LLP & Affiliates (WA) $535M · 3,829
- Gpi Hourly Savings Plan (GA) $535M · 6,117
Frequently Asked Questions
How did The University of Phoenix, Inc. Savings and Investment Plan assets move in 2023? ▼
How have The University of Phoenix, Inc. plan assets changed over time? ▼
Where does The University of Phoenix, Inc. Savings and Investment Plan rank by assets among Form 5500 filers? ▼
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Next read for The University of Phoenix, Inc. Savings …
Filing takeaways
Ways to act on The University of Phoenix, Inc. Savings and Investment Plan's numbers.
- By total assets, The University of Phoenix, Inc. Savings and Investment Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Arizona. Compare plans
- The University of Phoenix, Inc.'s sponsor-wide assets have grown 22.2% since 2022 across 3 plan years on file. More Educational Services plans