401(k) · DOL Form 5500 · 2023

Phoenix Technologies, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
47
Participants Small participant base
77th
Percentile by assets National rank
$550,420
Avg per participant High balance/head
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Official DOL plan name: Phoenix Employees Retirement Trust · Sponsored by Phoenix Technologies, Inc. · California · Professional & Technical Services

$26M in assets, 47 participants

Phoenix Technologies, Inc.'s Phoenix Employees Retirement Trust reported $26M in total assets and 47 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #15,716 in Professional & Technical Services (20,321 peers)

Where Phoenix Employees Retirement Trust sits by assets

Phoenix Employees Retirement Trust sits in the top quartile of all filed plans by assets, $26M for 47 participants (~$550,420/participant), up 12.7% in 2023.

#15,716
in Professional & Technical Services (20,321 peers)
+12.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Phoenix Employees Retirement Trust's outsized position by total assets

Phoenix Employees Retirement Trust vs every filed plan by assets

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

$25,869,748 Top 23% higher than 77% 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 Employees Retirement Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phoenix Employees Retirement Trust is a small filing (47 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phoenix Employees Retirement Trust reported net income rose from -$9M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Phoenix Employees Retirement Trust end-of-year assets rose from $23M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Phoenix Employees Retirement Trust reported participants rose from 44 in the plan year 2022 filing to 47 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 854052519 · Phoenix Technologies, Inc. PY 2023 · 401(k)

Phoenix Employees Retirement Trust · $26M · 47 · 77th

  • TYPE $26M
  • NET 47
  • BOOK 77th
  • VS-ST 401(k)
  • BOY near Turenne & Associates, LLC and Affiliates 401(k) Plan
  • SCH ind #15716

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 Professional & Technical Services retirement plans → · Plans in California →

Phoenix Employees Retirement Trust in the asset neighbourhood

Phh 401(k) Plan$26MPhoenix Employees Retirement TrustPhoenix Employees Retirement…$26MTurenne & Associates, LLC and Affiliates 401(k) PlanTurenne & Associates, LLC an…$26MI3 Group, Inc. 401(k) Plan and TrustI3 Group, Inc. 401(k) Plan a…$26MAlpine Lumber Company 401(k) PlanAlpine Lumber Company 401(k)…$26M
End-of-year total assets ($M) among Phoenix Employees Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$3M
Employer EIN854052519
Plan Effective Date1983-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phoenix Technologies, Inc.)

Sponsor-wide plan assets over time

All Phoenix Technologies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 32.51255012821044% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23M $30.4M ▲ +32.5%
Year Plans Participants Total Assets
2022 1 44 $23M
2023 1 47 $26M
2024 1 71 $30M

Nearby 401(k) Plans in California

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

Phoenix Employees Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Phoenix Employees Retirement Trust, Total assets ($B): 0.025869748 · Participants: 47Phoenix Employees Retirement TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Phoenix Employees Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Phoenix Employees Retirement Trust side-by-side with 3 peers →

Phoenix Employees Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Turenne & Associates, LLC and Affiliates 401(k) Plan in AL ($26M); by covered participants it is Divcon Ems 401(k) Profit Sharing Plan in TX (47 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (47 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 Employees Retirement Trust assets move in 2023? ▼
Phoenix Employees Retirement Trust grew at a solid clip - up 12.7% during 2023, from $23M to $26M. Reported net income was $3M.
How have Phoenix Technologies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phoenix Technologies, Inc.'s sponsor-wide assets grew 32.5%, from $23M to $30M.
Where does Phoenix Employees Retirement Trust rank by assets among Form 5500 filers? ▼
Phoenix Employees Retirement Trust ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Phoenix Employees Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Turenne & Associates, LLC and Affiliates 401(k) Plan in AL ($26M, 671 participants).
Which 401(k) plans cover a similar participant headcount to Phoenix Employees Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Divcon Ems 401(k) Profit Sharing Plan in TX (47 participants, $1M 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 854052519.

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.