401(k) · DOL Form 5500 · 2023

Phoenix Rehabilitation and Health Services, Inc. 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size: 1,004
Participants Near avg headcount: 82nd
Percentile by assets National rank: $36,979
Avg per participant Low balance/head

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Official DOL plan name: Phoenix Rehabilitation and Health Services, Inc. 401(k) Plan · Sponsored by Phoenix Rehabilitation and Health Services, Inc. · Pennsylvania · Healthcare & Social Assistance

$37M in assets, 1,004 participants

Phoenix Rehabilitation and Health Services, Inc.'s Phoenix Rehabilitation and Health Services, Inc. 401(k) Plan reported $37M in total assets and 1,004 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.

#14,998 in Healthcare & Social Assistance (17,684 peers)

Where Phoenix Rehabilitation and Health Services, Inc. 401(k) Plan sits by assets

Phoenix Rehabilitation and Health Services, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $37M for 1,004 participants (~$36,979/participant), up 31.9% in 2023.

#14,998
in Healthcare & Social Assistance (17,684 peers): +31.9%
assets growth YoY: 0.4×
vs typical plan assets (national mean)

Phoenix Rehabilitation and Health Services, Inc. 401(k) Plan's outsized position by total assets

Phoenix Rehabilitation and Health Services, Inc. 401(k) Plan vs every filed plan by assets

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

$37,126,419 Top 18% higher than 82% 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 Rehabilitation and Health Services, Inc. 401(k) 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 Rehabilitation and Health Services, Inc. 401(k) Plan lands in the large band (1,004 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Phoenix Rehabilitation and Health Services, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $9M in the plan year 2023 filing.
Phoenix Rehabilitation and Health Services, Inc. 401(k) Plan end-of-year assets rose from $28M in the plan year 2022 filing to $37M in the plan year 2023 filing.
Phoenix Rehabilitation and Health Services, Inc. 401(k) Plan reported participants rose from 771 in the plan year 2022 filing to 1,004 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 232918467 · Phoenix Rehabilitation and Health Services, Inc. PY 2023 · 401(k)

Phoenix Rehabilitation and Health Services, Inc. 401(k) Plan · $37M · 1,004 · 82nd

NET $37M
BOOK 1,004
VS-ST 82nd
BOY 401(k)
SCH near Norman Noble, Inc. 401(k) Retirement Savings Plan
EBSA ind #14998

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 Pennsylvania →

End-of-year total assets ($M) among Phoenix Rehabilitation and Health Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$28M
Net Assets (End of Year)	$37M
Net Income	$9M
Employer EIN	232918467
Plan Effective Date	2020-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Phoenix Rehabilitation and Health Services, Inc.)

Latest sponsor-wide plan assets: $46M 63.908015549106736% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	771	$28M
2023	1	1,004	$37M
2024	1	1,089	$46M

Nearby 401(k) Plans in Pennsylvania

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

Phoenix Rehabilitation and Health Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
Cigna 401(k) Plan $13.0B · 66,760
The Vanguard Retirement and Savings Plan $9.8B · 18,200
The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184

Compare Phoenix Rehabilitation and Health Services, Inc. 401(k) Plan side-by-side with 3 peers →

Phoenix Rehabilitation and Health Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Norman Noble, Inc. 401(k) Retirement Savings Plan in OH ($37M); by covered participants it is Heart of America 401(k) Plan in IL (1,004 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Norman Noble, Inc. 401(k) Retirement Savings Plan (OH) $37M · 535
The John Gore Organization, Inc. 401(k) and Profit Sharing Plan (NY) $37M · 293
Dave's Fresh Marketplace Management, Inc. 401(k) Plan (RI) $37M · 1,146
Schimberg Co. Profit Sharing Plan (IA) $37M · 163

Similar participant headcount

Nearest other-state filings by covered participants (1,004 participants); asset peers above are excluded.

Heart of America 401(k) Plan (IL) 1,004 · 0 off
Metropolis Employee Services, LLC 401(k) Plan (TN) 1,004 · 0 off
Cass Information Systems, Inc. 401(k) Plan (MO) 1,004 · 0 off
Delta Pooled Employer Plan (LA) 1,004 · 0 off

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 Rehabilitation and Health Services, Inc. 401(k) Plan assets move in 2023? ▼

Phoenix Rehabilitation and Health Services, Inc. 401(k) Plan surged - up 31.9% during 2023, from $28M to $37M. Reported net income was $9M.

How have Phoenix Rehabilitation and Health Services, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Phoenix Rehabilitation and Health Services, Inc.'s sponsor-wide assets grew 63.9%, from $28M to $46M.

Where does Phoenix Rehabilitation and Health Services, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼

Phoenix Rehabilitation and Health Services, Inc. 401(k) 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 Rehabilitation and Health Services, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Norman Noble, Inc. 401(k) Retirement Savings Plan in OH ($37M, 535 participants).

Which 401(k) plans cover a similar participant headcount to Phoenix Rehabilitation and Health Services, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Heart of America 401(k) Plan in IL (1,004 participants, $16M 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 232918467.