401(k) · DOL Form 5500 · 2023

Sumco Phoenix Corporation 401(k) Plan

Data updated 2026-08-11

$146M
Total assets: 605
Participants: 93rd
Percentile by assets: $240,702
Avg per participant

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.

93rd percentile by assets (of 127,072 plans)
#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.

$146M
total plan assets (2023 EOY): 605
covered participants: 93rd
percentile by assets (of 127,072 plans): $240,702
avg assets per participant

Where Sumco Phoenix Corporation Savings and Retirement Plan sits 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

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 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 →

State

Arizona

Industry

Manufacturing

Sumco Phoenix Corporation Savings and Retirement Plan vs the 2023 asset distribution

By assets, Sumco Phoenix Corporation Savings and Retirement Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$132M
Net Assets (End of Year)	$146M
Net Income	$13M
Employer EIN	223014284
Plan Effective Date	1998-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Sumco Phoenix Corporation)

Total plan assets by year, all Sumco Phoenix Corporation plans on file

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

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

Compare Sumco Phoenix Corporation Savings and Re… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Sumco Phoenix Corporation Savings and Retirement Plan by total assets, not by location.

Loews Corporation Employees' Savings Plan (NY) $146M · 128
Douglas Dynamics, L.L.C. 401(k) Plan (WI) $146M · 1,849
Permanente Dental Associates 401(k) Retirement Plan (OR) $146M · 164
Rockford Health System Retirement Plan (IL) $145M · 1,458

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).

Next read for Sumco Phoenix Corporation Savings and Re…

Scale reading

Ways to act on Sumco Phoenix Corporation Savings and Retirement Plan's numbers.

By total assets, Sumco Phoenix Corporation Savings and Retirement Plan ranks in the top 10% 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
Sumco Phoenix Corporation's sponsor-wide assets have grown 12.2% since 2022 across 3 plan years on file. More Manufacturing plans

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.