401(k) · DOL Form 5500 · 2023

Phononic, Inc 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets: 166
Participants Small participant base: 57th
Percentile by assets National rank: $56,747
Avg per participant Low balance/head

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Official DOL plan name: Phononic Inc · Sponsored by Phononic, Inc · North Carolina · Manufacturing

$9M in assets, 166 participants

Phononic, Inc's Phononic Inc reported $9M in total assets and 166 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

#8,080 in Manufacturing (18,722 peers)

Coverage in North Carolina

Phononic Inc covers 166 participants in North Carolina, about 20% of the average North Carolina filer (state average ~819 per filing). Assets: $9M.

#8,080
in Manufacturing (18,722 peers): +33.1%
assets growth YoY

Phononic Inc's mid-pack asset rank among Manufacturing and all filers

Phononic Inc vs every filed plan by assets

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

$9,420,065 Top 43% higher than 57% 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

Phononic Inc 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. Phononic Inc sits mid-pack in the medium band (166 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%)

Phononic Inc reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Phononic Inc end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
Phononic Inc reported participants fell from 202 in the plan year 2022 filing to 166 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 263664373 · Phononic, Inc PY 2023 · 401(k)

Phononic Inc · $9M · 166 · 57th

VS-ST $9M
BOY 166
SCH 57th
EBSA 401(k)
PART near Wellbiz Brands, Inc. 401(k) Plan
TYPE ind #8080

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 North Carolina →

End-of-year total assets ($M) among Phononic Inc and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$9M
Net Income	$2M
Employer EIN	263664373
Plan Effective Date	2011-05-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Phononic, Inc)

Latest sponsor-wide plan assets: $10M 46.72313265740473% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	202	$7M
2023	1	166	$9M
2024	1	126	$10M

Nearby 401(k) Plans in North Carolina

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

Phononic Inc vs. nearby 401(k) plans in North Carolina, assets vs. participants

The Bank of America 401(k) Plan $54.8B · 173,899
Honeywell 401(k) Plan $15.4B · 40,004
Duke Energy Retirement Savings Plan $10.4B · 28,121
Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174

Compare Phononic Inc side-by-side with 3 peers →

Phononic Inc's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Wellbiz Brands, Inc. 401(k) Plan in CO ($9M); by covered participants it is California Retina Associates 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Wellbiz Brands, Inc. 401(k) Plan (CO) $9M · 137
Motivational Systems, Inc. 401(k) Retirement Plan (CA) $9M · 110
United Alloy, Inc. 401(k) Employee Savings Plan (WI) $9M · 400
Cogito Corporation, Inc. 401(k) Retirement Plan (MA) $9M · 124

Similar participant headcount

Nearest other-state filings by covered participants (166 participants); asset peers above are excluded.

California Retina Associates 401(k) Plan (CA) 166 · 0 off
Lightways Hospice and Serious Illness Care 401(k) Plan (IL) 166 · 0 off
Air Conditioning Innovative Solutions 401(k) Plan (TX) 166 · 0 off
The Amadas Group, Inc. Savings Plan (VA) 166 · 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 Phononic Inc assets move in 2023? ▼

Phononic Inc surged - up 33.1% during 2023, from $7M to $9M. Reported net income was $2M.

How have Phononic, Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Phononic, Inc's sponsor-wide assets grew 46.7%, from $7M to $10M.

Which 401(k) plans are similar in size to Phononic Inc? ▼

Among 401(k) plans in other states, the closest by assets is Wellbiz Brands, Inc. 401(k) Plan in CO ($9M, 137 participants).

Which 401(k) plans cover a similar participant headcount to Phononic Inc? ▼

Among 401(k) plans in other states, the closest by covered participants is California Retina Associates 401(k) Plan in CA (166 participants, $362K 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 263664373.