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
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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

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

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.

See the national 2022→2023 release diff →

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

Dayton-Phoenix Group, Inc. Hourly Employees 401(k) Retirement Plan and TrustDayton-Phoenix Group, Inc. H…$16MCarlthorp School 401(k) Plan$16MAstra Space Inc. 401(k) P/S PlanAstra Space Inc. 401(k) P/S …$16MWarrenton Oil Company, Inc. 401(k) Profit Sharing PlanWarrenton Oil Company, Inc. …$16MGravity Global, LLC 401(k) PlanGravity Global, LLC 401(k) P…$16M
End-of-year total assets ($M) among Dayton-Phoenix Group, Inc. Hourly Employees 401(k) Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN311356760
Plan Effective Date1993-01-04
Filing StatusFILING 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
$45M$50M$55M$60M 202220232024 $46.2M $57.4M ▲ +24.2%
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.

Dayton-Phoenix Group, Inc. Hourly Employees 401(k) Retirement Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Dayton-Phoenix Group, Inc. Hourly Employees 401(k) Retirement Plan and Trust, Total assets ($B): 0.016203947 · Participants: 125Dayton-Phoenix Group, Inc. Hourly Employees 401(k) Retirement Plan and TrustGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Dayton-Phoenix Group, Inc. Hourly Employees 401(k) Retirement Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants

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).

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Dayton-Phoenix Group, Inc. Hourly Employees 401(k) Retirement Plan and Trust assets move in 2023?
Dayton-Phoenix Group, Inc. Hourly Employees 401(k) Retirement Plan and Trust grew sharply - up 19.3% during 2023, from $14M to $16M. Reported net income was $3M.
How have Dayton-Phoenix Group, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Dayton-Phoenix Group, Inc.'s sponsor-wide assets grew 24.2%, from $46M to $57M.
Which 401(k) plans are similar in size to Dayton-Phoenix Group, Inc. Hourly Employees 401(k) Retirement Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Carlthorp School 401(k) Plan in CA ($16M, 72 participants).
Which 401(k) plans cover a similar participant headcount to Dayton-Phoenix Group, Inc. Hourly Employees 401(k) Retirement Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is R. C. Construction Co., Inc. 401(k) Salary Savings Plan in MS (125 participants, N/A in assets).