401(k) · DOL Form 5500 · 2023
Phoenix Technology Services USA Inc. 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 473
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $46,717
- Avg per participant Low balance/head
Official DOL plan name: Phoenix Technology Services 401(k) Plan · Sponsored by Phoenix Technology Services USA Inc. · Texas · Mining & Oil Extraction
$22M in assets, 473 participants
Phoenix Technology Services USA Inc.'s Phoenix Technology Services 401(k) Plan reported $22M in total assets and 473 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #463 in Mining & Oil Extraction (811 peers)
Phoenix Technology Services USA Inc. multi-year trail
Phoenix Technology Services USA Inc.'s plans moved +36.9% in assets from 2023 to 2024; this filing shows Phoenix Technology Services 401(k) Plan at $22M / 473 participants.
- #463
- in Mining & Oil Extraction (811 peers)
- $7M
- reported net income
Phoenix Technology Services 401(k) Plan's outsized position by total assets
Phoenix Technology Services 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$22,097,065 Top 26% higher than 74% 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 Technology Services 401(k) 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 Technology Services 401(k) Plan sits mid-pack in the medium band (473 participants).
Published 5500 schedule card
Filing strip 760606716 · Phoenix Technology Services USA Inc. PY 2023 · 401(k)
Phoenix Technology Services 401(k) Plan · $22M · 473 · 74th
- VS-ST $22M
- VS-ST 473
- VS-ST 74th
- VS-ST 401(k)
- VS-ST near Lasalle Bristol, LP 401(k) Plan
- VS-ST ind #463
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 Mining & Oil Extraction retirement plans → · Plans in Texas →
Phoenix Technology Services 401(k) Plan in the asset neighbourhood
Phoenix Technology Services USA Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Phoenix Technology Services USA Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 36.900814655702014% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 473 | $22M |
| 2024 | 1 | 501 | $30M |
Phoenix Technology Services USA Inc. filing trail (2023)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $7M |
| Employer EIN | 760606716 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Phoenix Technology Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Lasalle Bristol, LP 401(k) Plan in IN ($22M); by covered participants it is Life Extension Foundation Buyers Club Inc. 401(k) in FL (473 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Lasalle Bristol, LP 401(k) Plan (IN) $22M · 393
- Lb&b Associates Inc. Retirement Plan (MD) $22M · 329
- Revere Plastics Systems, LLC 401(k) Plan (OH) $22M · 524
- Navvis & Company 401(k) Plan (MO) $22M · 266
Similar participant headcount
Nearest other-state filings by covered participants (473 participants); asset peers above are excluded.
- Life Extension Foundation Buyers Club Inc. 401(k) (FL) 473 · 0 off
- Sunflower Electric Power Corporation 401(k) Plan (KS) 473 · 0 off
- Solari, Inc. 401(k) Plan (AZ) 473 · 0 off
- Ameritas Agent 401(k) Retirement Plan (NE) 473 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.