401(k) · DOL Form 5500 · 2023

Sumco Phoenix Corporation 401(k) Plan

Data updated 2026-08-25

$146M
Total assets Near avg plan size
605
Participants Below avg headcount
93rd
Percentile by assets National rank
$240,702
Avg per participant Above avg balance/head
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Official DOL plan name: Sumco Phoenix Corporation Savings and Retirement Plan · Sponsored by Sumco Phoenix Corporation · Arizona · Manufacturing

$146M in assets, 605 participants

Sumco Phoenix Corporation's Sumco Phoenix Corporation Savings and Retirement Plan reported $146M in total assets and 605 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #16,833 in Manufacturing (18,722 peers)

Where Sumco Phoenix Corporation Savings and Retirement Plan sits by assets

Sumco Phoenix Corporation Savings and Retirement Plan sits in the top 10% of all filed plans by assets, $146M for 605 participants (~$240,702/participant), up 10.0% in 2023.

#16,833
in Manufacturing (18,722 peers)
+10.0%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Sumco Phoenix Corporation Savings and Retirement Plan's outsized position by total assets

Sumco Phoenix Corporation Savings and Retirement Plan vs every filed plan by assets

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

$145,624,757 Top 7% higher than 93% 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

Sumco Phoenix Corporation Savings and 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. Sumco Phoenix Corporation Savings and Retirement Plan sits mid-pack in the medium band (605 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sumco Phoenix Corporation Savings and Retirement Plan reported net income rose from -$23M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Sumco Phoenix Corporation Savings and Retirement Plan end-of-year assets rose from $132M in the plan year 2022 filing to $146M in the plan year 2023 filing.
  • Sumco Phoenix Corporation Savings and Retirement Plan reported participants fell from 633 in the plan year 2022 filing to 605 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 223014284 · Sumco Phoenix Corporation PY 2023 · 401(k)

Sumco Phoenix Corporation Savings and Retirement Plan · $146M · 605 · 93rd

  • PART $146M
  • PART 605
  • PART 93rd
  • PART 401(k)
  • PART near Loews Corporation Employees' Savings Plan
  • PART ind #16833

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 Arizona →

Sumco Phoenix Corporation Savings and Retirement Plan in the asset neighbourhood

Permanente Dental Associates 401(k) Retirement PlanPermanente Dental Associates…$146MDouglas Dynamics, L.L.C. 401(k) PlanDouglas Dynamics, L.L.C. 401…$146MSumco Phoenix Corporation Savings and Retirement PlanSumco Phoenix Corporation Sa…$146MLoews Corporation Employees' Savings PlanLoews Corporation Employees'…$146MRockford Health System Retirement PlanRockford Health System Retir…$145M
End-of-year total assets ($M) among Sumco Phoenix Corporation Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$132M
Net Assets (End of Year)$146M
Net Income$13M
Employer EIN223014284
Plan Effective Date1998-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sumco Phoenix Corporation)

Sponsor-wide plan assets over time

All Sumco Phoenix Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$149M 12.15378417641325% vs 2022
2024 filing year
$130M$135M$140M$145M$150M$155M 202220232024 $132M $149M ▲ +12.2%
Year Plans Participants Total Assets
2022 1 633 $132M
2023 1 605 $146M
2024 1 575 $149M

Nearby 401(k) Plans in Arizona

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

Sumco Phoenix Corporation Savings and Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Sumco Phoenix Corporation Savings and Retirement Plan, Total assets ($B): 0.145624757 · Participants: 605Sumco Phoenix Corporation Savings and Retirement 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
Sumco Phoenix Corporation Savings and Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Sumco Phoenix Corporation Savings and Retirement Plan side-by-side with 3 peers →

Sumco Phoenix Corporation Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Loews Corporation Employees' Savings Plan in NY ($146M); by covered participants it is Pathways, Incorporated Employees' Retirement Plan in NY (605 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($146M here).

Similar participant headcount

Nearest other-state filings by covered participants (605 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 Sumco Phoenix Corporation Savings and Retirement Plan assets move in 2023? ▼
Sumco Phoenix Corporation Savings and Retirement Plan grew at a solid clip - up 10.0% during 2023, from $132M to $146M. Reported net income was $13M.
How have Sumco Phoenix Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sumco Phoenix Corporation's sponsor-wide assets grew 12.2%, from $132M to $149M.
Where does Sumco Phoenix Corporation Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Sumco Phoenix Corporation Savings and Retirement Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Sumco Phoenix Corporation Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Loews Corporation Employees' Savings Plan in NY ($146M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Sumco Phoenix Corporation Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pathways, Incorporated Employees' Retirement Plan in NY (605 participants, $17M 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 223014284.

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.