401(k) · DOL Form 5500 · 2023

Suns Legacy Partners 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
390
Participants Below avg headcount
82nd
Percentile by assets National rank
$96,116
Avg per participant Below avg balance/head
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Official DOL plan name: Phoenix Suns 401(k) Salary Savings Plan · Sponsored by Suns Legacy Partners · Arizona · Arts, Entertainment & Recreation

$37M in assets, 390 participants

Suns Legacy Partners's Phoenix Suns 401(k) Salary Savings Plan reported $37M in total assets and 390 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,634 in Arts, Entertainment & Recreation (2,945 peers)

Where Phoenix Suns 401(k) Salary Savings Plan sits by assets

Phoenix Suns 401(k) Salary Savings Plan sits in the top quartile of all filed plans by assets, $37M for 390 participants (~$96,116/participant), up 27.5% in 2023.

#2,634
in Arts, Entertainment & Recreation (2,945 peers)
+27.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Phoenix Suns 401(k) Salary Savings Plan's outsized position by total assets

Phoenix Suns 401(k) Salary Savings Plan vs every filed plan by assets

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

$37,485,413 Top 18% higher than 82% 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 Suns 401(k) Salary Savings 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. Phoenix Suns 401(k) Salary Savings Plan sits mid-pack in the medium band (390 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phoenix Suns 401(k) Salary Savings Plan reported net income rose from -$7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Phoenix Suns 401(k) Salary Savings Plan reported participants rose from 302 in the plan year 2022 filing to 390 in the plan year 2023 filing.
  • Phoenix Suns 401(k) Salary Savings Plan end-of-year assets rose from $29M in the plan year 2022 filing to $37M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 201257286 · Suns Legacy Partners PY 2023 · 401(k)

Phoenix Suns 401(k) Salary Savings Plan · $37M · 390 · 82nd

  • PCT $37M
  • EIN 390
  • RANK 82nd
  • PHOTO 401(k)
  • IND near Vericel Corporation 401(k) Plan
  • EOY ind #2634

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 Arts, Entertainment & Recreation retirement plans → · Plans in Arizona →

Phoenix Suns 401(k) Salary Savings Plan in the asset neighbourhood

Golden Touch Imports, Inc. Profit Sharing PlanGolden Touch Imports, Inc. P…$37MPhoenix Suns 401(k) Salary Savings PlanPhoenix Suns 401(k) Salary S…$37MVericel Corporation 401(k) PlanVericel Corporation 401(k) P…$37MWesterra Credit Union Capital Accumulation PlanWesterra Credit Union Capita…$37MAmerican Business Bank 401(k) PlanAmerican Business Bank 401(k…$37M
End-of-year total assets ($M) among Phoenix Suns 401(k) Salary Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$37M
Net Income$8M
Employer EIN201257286
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Suns Legacy Partners)

Sponsor-wide plan assets over time

All Suns Legacy Partners plans reported in each filing year

Latest sponsor-wide plan assets
$42M 42.31178180717091% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.4M $41.8M ▲ +42.3%
Year Plans Participants Total Assets
2022 1 302 $29M
2023 1 390 $37M
2024 1 444 $42M

Nearby 401(k) Plans in Arizona

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

Phoenix Suns 401(k) Salary Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Phoenix Suns 401(k) Salary Savings Plan, Total assets ($B): 0.037485413 · Participants: 390Phoenix Suns 401(k) Salary Savings 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
Phoenix Suns 401(k) Salary Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Phoenix Suns 401(k) Salary Savings Plan side-by-side with 3 peers →

Phoenix Suns 401(k) Salary Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Vericel Corporation 401(k) Plan in MI ($37M); by covered participants it is R & D Circuits 401(k) Plan in NJ (390 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($37M here).

Similar participant headcount

Nearest other-state filings by covered participants (390 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 Suns 401(k) Salary Savings Plan assets move in 2023? ▼
Phoenix Suns 401(k) Salary Savings Plan grew sharply - up 27.5% during 2023, from $29M to $37M. Reported net income was $8M.
How have Suns Legacy Partners plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Suns Legacy Partners's sponsor-wide assets grew 42.3%, from $29M to $42M.
Where does Phoenix Suns 401(k) Salary Savings Plan rank by assets among Form 5500 filers? ▼
Phoenix Suns 401(k) Salary Savings Plan ranks in the 82nd 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 Suns 401(k) Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vericel Corporation 401(k) Plan in MI ($37M, 303 participants).
Which 401(k) plans cover a similar participant headcount to Phoenix Suns 401(k) Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is R & D Circuits 401(k) Plan in NJ (390 participants, N/A 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 201257286.

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.