401(k) · DOL Form 5500 · 2023

R & B Phoenix Corporation 401(k) Plan

Data updated 2026-08-25

$174K
Total assets Small plan by assets
2
Participants Small participant base
10th
Percentile by assets National rank
$87,200
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: R & B Phoenix Corporation 401(k) Profit Sharing Plan · Sponsored by R & B Phoenix Corporation · Texas · Administrative & Support Services

$174K in assets, 2 participants

R & B Phoenix Corporation's R & B Phoenix Corporation 401(k) Profit Sharing Plan reported $174K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 10th 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.

  • #984 in Administrative & Support Services (4,372 peers)

2023 asset change

R & B Phoenix Corporation 401(k) Profit Sharing Plan grew sharply 17.6% in 2023 ($148K → $174K) for 2 participants.

#984
in Administrative & Support Services (4,372 peers)
+17.6%
assets growth YoY

R & B Phoenix Corporation 401(k) Profit Sharing Plan among the smaller filed plans by assets

R & B Phoenix Corporation 401(k) Profit Sharing Plan vs every filed plan by assets

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

$174,399 10th percentile higher than 10% 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

R & B Phoenix Corporation 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. R & B Phoenix Corporation 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • R & B Phoenix Corporation 401(k) Profit Sharing Plan reported net income rose from -$166K in the plan year 2022 filing to $26K in the plan year 2023 filing.
  • R & B Phoenix Corporation 401(k) Profit Sharing Plan end-of-year assets rose from $148K in the plan year 2022 filing to $174K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 870821521 · R & B Phoenix Corporation PY 2023 · 401(k)

R & B Phoenix Corporation 401(k) Profit Sharing Plan · $174K · 2 · 10th

  • PART $174K
  • TYPE 2
  • NET 10th
  • BOOK 401(k)
  • VS-ST near Mark Farbman PA 401(k) and Profit Sharing Plan
  • BOY ind #984

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 Administrative & Support Services retirement plans → · Plans in Texas →

R & B Phoenix Corporation 401(k) Profit Sharing Plan in the asset neighbourhood

R & B Phoenix Corporation 401(k) Profit Sharing PlanR & B Phoenix Corporation 40…$174KMark Farbman PA 401(k) and Profit Sharing PlanMark Farbman PA 401(k) and P…$174KLyn Systems Inc. 401(k) Profit Sharing PlanLyn Systems Inc. 401(k) Prof…$174KAcacia Foot and Ankle Surgeons, PLLC 401(k) PlanAcacia Foot and Ankle Surgeo…$174KTyge Enterprises Retirement PlanTyge Enterprises Retirement …$174K
End-of-year total assets ($M) among R & B Phoenix Corporation 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

R & B Phoenix Corporation years around the 2023 move

Sponsor-wide plan assets over time

All R & B Phoenix Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$146K 1.6268000647214282% vs 2022
2024 filing year
$0.14M$0.15M$0.16M$0.17M$0.18M 202220232024 $0.15M $0.15M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 2 $148K
2023 1 2 $174K
2024 1 2 $146K

2023 asset-move particulars

Total Assets (Beginning of Year)$148K
Net Assets (End of Year)$174K
Net Income$26K
Employer EIN870821521
Plan Effective Date2021-05-25
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

R & B Phoenix Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants R & B Phoenix Corporation 401(k) Profit Sharing Plan, Total assets ($B): 0.000174399 · Participants: 2R & B Phoenix Corporation 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
R & B Phoenix Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants

R & B Phoenix Corporation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Mark Farbman PA 401(k) and Profit Sharing Plan in NC ($174K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 R & B Phoenix Corporation 401(k) Profit Sharing Plan assets move in 2023?
R & B Phoenix Corporation 401(k) Profit Sharing Plan grew sharply - up 17.6% during 2023, from $148K to $174K. Reported net income was $26K.
How have R & B Phoenix Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), R & B Phoenix Corporation's sponsor-wide assets declined 1.6%, from $148K to $146K.
Where does R & B Phoenix Corporation 401(k) Profit Sharing Plan rank by assets among Form 5500 filers?
R & B Phoenix Corporation 401(k) Profit Sharing Plan ranks in the 10th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to R & B Phoenix Corporation 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Mark Farbman PA 401(k) and Profit Sharing Plan in NC ($174K, 7 participants).
Which 401(k) plans cover a similar participant headcount to R & B Phoenix Corporation 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A in assets).