401(k) · DOL Form 5500 · 2023
Phoenix Children's Hospital 401(k) Plan
Data updated 2026-08-25
- $574M
- Total assets Above avg plan size
- 6,560
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $87,550
- Avg per participant Below avg balance/head
Official DOL plan name: Phoenix Children's Hospital Section 401(k) Investment Plan · Sponsored by Phoenix Children's Hospital · Arizona · Healthcare & Social Assistance
$574M in assets, 6,560 participants
Phoenix Children's Hospital's Phoenix Children's Hospital Section 401(k) Investment Plan reported $574M in total assets and 6,560 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.
- #17,300 in Healthcare & Social Assistance (17,684 peers)
Coverage in Arizona
Phoenix Children's Hospital Section 401(k) Investment Plan covers 6,560 participants in Arizona, 12x the typical Arizona plan (state average ~564 per filing). Assets: $574M.
- #17,300
- in Healthcare & Social Assistance (17,684 peers)
- +24.5%
- assets growth YoY
- 5.8×
- vs typical plan assets (national mean)
Phoenix Children's Hospital Section 401(k) Investment Plan's outsized position by total assets
Phoenix Children's Hospital Section 401(k) Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$574,330,383 Top 2% higher than 98% 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
Phoenix Children's Hospital Section 401(k) 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. Phoenix Children's Hospital Section 401(k) Investment Plan lands in the large band (6,560 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Phoenix Children's Hospital Section 401(k) Investment Plan reported net income rose from -$67M in the plan year 2022 filing to $113M in the plan year 2023 filing.
- Phoenix Children's Hospital Section 401(k) Investment Plan end-of-year assets rose from $461M in the plan year 2022 filing to $574M in the plan year 2023 filing.
- Phoenix Children's Hospital Section 401(k) Investment Plan reported participants rose from 5,921 in the plan year 2022 filing to 6,560 in the plan year 2023 filing.
DOL schedule card
Filing strip 860422559 · Phoenix Children's Hospital PY 2023 · 401(k)
Phoenix Children's Hospital Section 401(k) Investment Plan · $574M · 6,560 · 98th
- VS-ST $574M
- BOY 6,560
- SCH 98th
- EBSA 401(k)
- PART near C&s and Affiliates 401(k) Savings Plan (a)
- TYPE ind #17300
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 Healthcare & Social Assistance retirement plans → · Plans in Arizona →
Phoenix Children's Hospital Section 401(k) Investment Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $461M |
|---|---|
| Net Assets (End of Year) | $574M |
| Net Income | $113M |
| Employer EIN | 860422559 |
| Plan Effective Date | 1995-09-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Phoenix Children's Hospital)
Sponsor-wide plan assets over time
All Phoenix Children's Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- $691M 49.779046092293896% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,921 | $461M |
| 2023 | 1 | 6,560 | $574M |
| 2024 | 1 | 7,282 | $691M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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 Phoenix Children's Hospital Section 401(k) Investment Plan
Phoenix Children's Hospital Section 401(k) Investment Plan reports $574M in end-of-year assets across 6,560 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $87,550 per participant (63% of the national average assets-per-participant) . Net income for plan year 2023 was $113M.
This plan identity (EIN 860422559, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $461M to $691M (+49.8%) while covered participants moved from 5,921 to 7,282 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,921 | $461M | Open filing |
| 2023 | 6,560 | $574M | This page |
| 2024 · index core | 7,282 | $691M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Phoenix Children's Hospital Section 401(k) Investment Plan (401(k), $691M, 7,282 participants)
Phoenix Children's Hospital Section 401(k) Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is C&s and Affiliates 401(k) Savings Plan (a) in NH ($575M); by covered participants it is Amcor 401(k) Plan in WI (6,560 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($574M here).
- C&s and Affiliates 401(k) Savings Plan (a) (NH) $575M · 12,135
- Asbury Automotive Retirement Savings Plan (GA) $574M · 8,171
- Western Washington U.a. Supplemental Pension Plan (WA) $574M · 2,158
- Endeavor 401(k) Plan (CA) $574M · 5,826
Similar participant headcount
Nearest other-state filings by covered participants (6,560 participants); asset peers above are excluded.
- Amcor 401(k) Plan (WI) 6,560 · 0 off
- Simmons Foods, Inc. 401(k) Retirement and Trust Plan (AR) 6,562 · 2 off
- Aultman 401(k) Plan (OH) 6,558 · 2 off
- Employees Savings and Retirement Plan of Credit Suisse (NY) 6,563 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.