401(k) · DOL Form 5500 · 2023

The University of Phoenix, Inc. 401(k) Plan

Data updated 2026-08-25

$534M
Total assets Above avg plan size
5,853
Participants Above avg headcount
98th
Percentile by assets National rank
$91,277
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#3,605
in Educational Services (3,735 peers)
+11.4%
assets growth YoY
5.4×
vs typical plan assets (national mean)

The University of Phoenix, Inc. Savings and Investment Plan's outsized position by total assets

The University of Phoenix, Inc. Savings and Investment Plan vs every filed plan by assets

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

$534,247,186 Top 2% higher than 98% 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

The University of Phoenix, Inc. Savings and Investment Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The University of Phoenix, Inc. Savings and Investment Plan lands in the large band (5,853 participants).

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 942473210 · The University of Phoenix, Inc. PY 2023 · 401(k)

The University of Phoenix, Inc. Savings and Investment Plan · $534M · 5,853 · 98th

  • SCH $534M
  • EBSA 5,853
  • PART 98th
  • TYPE 401(k)
  • NET near Electric Power Research Institute, Inc. 401(k) Plan
  • BOOK ind #3605

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 Educational Services retirement plans → · Plans in Arizona →

The University of Phoenix, Inc. Savings and Investment Plan in the asset neighbourhood

Gpi Hourly Savings Plan$535M401(k) Profit Sharing Plan for Employees of Moss Adams LLP & Affiliates401(k) Profit Sharing Plan f…$535MFortrea 401(k) Plan$534MElectric Power Research Institute, Inc. 401(k) PlanElectric Power Research Inst…$534MThe University of Phoenix, Inc. Savings and Investment PlanThe University of Phoenix, I…$534M
End-of-year total assets ($M) among The University of Phoenix, Inc. Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$480M
Net Assets (End of Year)$534M
Net Income$55M
Employer EIN942473210
Plan Effective Date1984-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The University of Phoenix, Inc.)

Sponsor-wide plan assets over time

All The University of Phoenix, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$586M 22.19621956802289% vs 2022
2024 filing year
$450M$500M$550M$600M 202220232024 $480M $586M ▲ +22.2%
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 Scatter plot of 6 data points. 0200004000060000 0246 Total assets ($B) Participants The University of Phoenix, Inc. Savings and Investment Plan, Total assets ($B): 0.534247186 · Participants: 5853The University of Phoenix, Inc. Savings and Investment PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
The University of Phoenix, Inc. Savings and Investment Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare The University of Phoenix, Inc. Savings and Investment Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Electric Power Research Institute, Inc. 401(k) Plan in CA ($534M); by covered participants it is Borgwarner Inc. Retirement Savings Plan in MI (5,855 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($534M here).

Similar participant headcount

Nearest other-state filings by covered participants (5,853 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 The University of Phoenix, Inc. Savings and Investment Plan assets move in 2023? ▼
The University of Phoenix, Inc. Savings and Investment Plan grew at a solid clip - up 11.4% during 2023, from $480M to $534M. Reported net income was $55M.
How have The University of Phoenix, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The University of Phoenix, Inc.'s sponsor-wide assets grew 22.2%, from $480M to $586M.
Where does The University of Phoenix, Inc. Savings and Investment Plan rank by assets among Form 5500 filers? ▼
The University of Phoenix, Inc. Savings and Investment Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to The University of Phoenix, Inc. Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Electric Power Research Institute, Inc. 401(k) Plan in CA ($534M, 1,176 participants).
Which 401(k) plans cover a similar participant headcount to The University of Phoenix, Inc. Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Borgwarner Inc. Retirement Savings Plan in MI (5,855 participants, $1.7B 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 942473210.

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.