401(k) · DOL Form 5500 · 2023
Dayton-Phoenix Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 125
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $129,632
- Avg per participant Near avg balance/head
Official DOL plan name: Dayton-Phoenix Group, Inc. Hourly Employees 401(k) Retirement Plan and Trust · Sponsored by Dayton-Phoenix Group, Inc. · Ohio · Transportation & Warehousing
$16M in assets, 125 participants
Dayton-Phoenix Group, Inc.'s Dayton-Phoenix Group, Inc. Hourly Employees 401(k) Retirement Plan and Trust reported $16M in total assets and 125 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- #2,305 in Transportation & Warehousing (3,362 peers)
Coverage in Ohio
Dayton-Phoenix Group, Inc. Hourly Employees 401(k) Retirement Plan and Trust covers 125 participants in Ohio, about 16% of the average Ohio filer (state average ~765 per filing). Assets: $16M.
- #2,305
- in Transportation & Warehousing (3,362 peers)
- +19.3%
- assets growth YoY
Dayton-Phoenix Group, Inc. Hourly Employees 401(k) Retirement Plan and Trust's outsized position by total assets
Dayton-Phoenix Group, Inc. Hourly Employees 401(k) Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,203,947 Top 31% higher than 69% 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
Dayton-Phoenix Group, Inc. Hourly Employees 401(k) Retirement Plan and Trust 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. Dayton-Phoenix Group, Inc. Hourly Employees 401(k) Retirement Plan and Trust sits mid-pack in the medium band (125 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Dayton-Phoenix Group, Inc. Hourly Employees 401(k) Retirement Plan and Trust reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Dayton-Phoenix Group, Inc. Hourly Employees 401(k) Retirement Plan and Trust end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Dayton-Phoenix Group, Inc. Hourly Employees 401(k) Retirement Plan and Trust reported participants fell from 137 in the plan year 2022 filing to 125 in the plan year 2023 filing.
DOL schedule card
Filing strip 311356760 · Dayton-Phoenix Group, Inc. PY 2023 · 401(k)
Dayton-Phoenix Group, Inc. Hourly Employees 401(k) Retirement Plan and Trust · $16M · 125 · 69th
- PHOTO $16M
- PHOTO 125
- PHOTO 69th
- PHOTO 401(k)
- PHOTO near Carlthorp School 401(k) Plan
- PHOTO ind #2305
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 Transportation & Warehousing retirement plans → · Plans in Ohio →
Dayton-Phoenix Group, Inc. Hourly Employees 401(k) Retirement Plan and Trust in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $3M |
| Employer EIN | 311356760 |
| Plan Effective Date | 1993-01-04 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dayton-Phoenix Group, Inc.)
Sponsor-wide plan assets over time
All Dayton-Phoenix Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $57M 24.23469007782088% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 321 | $46M |
| 2023 | 2 | 314 | $54M |
| 2024 | 2 | 316 | $57M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Dayton-Phoenix Group, Inc. Hourly Employees 401(k) Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Carlthorp School 401(k) Plan in CA ($16M); by covered participants it is R. C. Construction Co., Inc. 401(k) Salary Savings Plan in MS (125 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Carlthorp School 401(k) Plan (CA) $16M · 72
- Astra Space Inc. 401(k) P/S Plan (CA) $16M · 359
- Warrenton Oil Company, Inc. 401(k) Profit Sharing Plan (MO) $16M · 524
- Gravity Global, LLC 401(k) Plan (TX) $16M · 155
Similar participant headcount
Nearest other-state filings by covered participants (125 participants); asset peers above are excluded.
- R. C. Construction Co., Inc. 401(k) Salary Savings Plan (MS) 125 · 0 off
- The Dotson Company, Inc. 401(k) Retirement Plan (MN) 125 · 0 off
- The Contractors Retirement Plan (MD) 125 · 0 off
- Cwie Holding Company, Inc. 401(k) Plan (AZ) 125 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.