401(k) · DOL Form 5500 · 2023

Phoenix Products, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
59
Participants Small participant base
29th
Percentile by assets National rank
$30,423
Avg per participant Low balance/head
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Official DOL plan name: Phoenix Plant 401(k) Plan · Sponsored by Phoenix Products, LLC · Wisconsin · Manufacturing

$2M in assets, 59 participants

Phoenix Products, LLC's Phoenix Plant 401(k) Plan reported $2M in total assets and 59 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,625 in Manufacturing (18,722 peers)

Phoenix Products, LLC multi-year trail

Phoenix Products, LLC's plans moved +20.9% in assets from 2022 to 2024; this filing shows Phoenix Plant 401(k) Plan at $2M / 59 participants.

#2,625
in Manufacturing (18,722 peers)
+19.2%
assets growth YoY

Phoenix Plant 401(k) Plan among the smaller filed plans by assets

Phoenix Plant 401(k) Plan vs every filed plan by assets

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

$1,794,974 29th percentile higher than 29% 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 Plant 401(k) Plan 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 Plant 401(k) Plan is a small filing (59 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phoenix Plant 401(k) Plan reported net income rose from -$532K in the plan year 2022 filing to $342K in the plan year 2023 filing.
  • Phoenix Plant 401(k) Plan reported participants rose from 46 in the plan year 2022 filing to 59 in the plan year 2023 filing.
  • Phoenix Plant 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 831597865 · Phoenix Products, LLC PY 2023 · 401(k)

Phoenix Plant 401(k) Plan · $2M · 59 · 29th

  • PCT $2M
  • PCT 59
  • PCT 29th
  • PCT 401(k)
  • PCT near A. Terrel Williams, Md 401(k) Profit Sharing Plan
  • PCT ind #2625

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 Wisconsin →

Phoenix Plant 401(k) Plan in the asset neighbourhood

A. Terrel Williams, Md 401(k) Profit Sharing PlanA. Terrel Williams, Md 401(k…$2MPlusone Company 401(k) Plan$2MPhoenix Plant 401(k) Plan$2MTvb Corporation Defined Contribution PlanTvb Corporation Defined Cont…$2MGreen Wealth Management Group 401(k) Profit Sharing Plan & TrustGreen Wealth Management Grou…$2M
End-of-year total assets ($M) among Phoenix Plant 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Phoenix Products, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Phoenix Products, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 20.922682223456825% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.29M $10M ▲ +20.9%
Year Plans Participants Total Assets
2022 2 98 $8M
2023 2 112 $10M
2024 2 98 $10M

Phoenix Products, LLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$342K
Employer EIN831597865
Plan Effective Date2013-03-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Phoenix Plant 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Phoenix Plant 401(k) Plan, Total assets ($B): 0.001794974 · Participants: 59Phoenix Plant 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Phoenix Plant 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Phoenix Plant 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is A. Terrel Williams, Md 401(k) Profit Sharing Plan in MS ($2M); by covered participants it is Pretzels, Inc. 401(k) in IN (59 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (59 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 Plant 401(k) Plan assets move in 2023? ▼
Phoenix Plant 401(k) Plan grew sharply - up 19.2% during 2023, from $2M to $2M. Reported net income was $342K.
How have Phoenix Products, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phoenix Products, LLC's sponsor-wide assets grew 20.9%, from $8M to $10M.
Which 401(k) plans are similar in size to Phoenix Plant 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is A. Terrel Williams, Md 401(k) Profit Sharing Plan in MS ($2M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Phoenix Plant 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pretzels, Inc. 401(k) in IN (59 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 831597865.

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.