401(k) · DOL Form 5500 · 2023

Phoenix Senior Living 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2,945
Participants Above avg headcount
41st
Percentile by assets National rank
$1,442
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Phoenix Senior Living 401(k) Plan · Sponsored by Phoenix Senior Living · Georgia · Healthcare & Social Assistance

$4M in assets, 2,945 participants

Phoenix Senior Living's Phoenix Senior Living 401(k) Plan reported $4M in total assets and 2,945 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,847 in Healthcare & Social Assistance (17,684 peers)

Coverage in Georgia

Phoenix Senior Living 401(k) Plan covers 2,945 participants in Georgia, 2.7x the typical Georgia plan (state average ~1,096 per filing). Assets: $4M.

#7,847
in Healthcare & Social Assistance (17,684 peers)
+44.8%
assets growth YoY

Phoenix Senior Living 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Phoenix Senior Living 401(k) Plan vs every filed plan by assets

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

$4,248,018 41st percentile higher than 41% 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

Phoenix Senior Living 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 Senior Living 401(k) Plan lands in the large band (2,945 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phoenix Senior Living 401(k) Plan reported net income rose from $656K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Phoenix Senior Living 401(k) Plan reported participants rose from 1,716 in the plan year 2022 filing to 2,945 in the plan year 2023 filing.
  • Phoenix Senior Living 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 274328606 · Phoenix Senior Living PY 2023 · 401(k)

Phoenix Senior Living 401(k) Plan · $4M · 2,945 · 41st

  • EBSA $4M
  • PART 2,945
  • TYPE 41st
  • NET 401(k)
  • BOOK near Excel Services 401(k) Plan
  • VS-ST ind #7847

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 Georgia →

Phoenix Senior Living 401(k) Plan in the asset neighbourhood

Phoenix Senior Living 401(k) PlanPhoenix Senior Living 401(k)…$4MExcel Services 401(k) Plan$4MMint Hill Cabinets, Inc. Retirement PlanMint Hill Cabinets, Inc. Ret…$4MThe Cedars of Chapel Hill Club Inc. Employees 401(k) PlanThe Cedars of Chapel Hill Cl…$4MSustainable Forestry Initiative, Inc. 401(k) PlanSustainable Forestry Initiat…$4M
End-of-year total assets ($M) among Phoenix Senior Living 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN274328606
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phoenix Senior Living)

Sponsor-wide plan assets over time

All Phoenix Senior Living plans reported in each filing year

Latest sponsor-wide plan assets
$5M 84.10759104685089% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.93M $5.4M ▲ +84.3%
Year Plans Participants Total Assets
2022 1 1,716 $3M
2023 1 2,945 $4M
2024 1 2,731 $5M

Nearby 401(k) Plans in Georgia

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

Phoenix Senior Living 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Phoenix Senior Living 401(k) Plan, Total assets ($B): 0.004248018 · Participants: 2945Phoenix Senior Living 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Phoenix Senior Living 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Phoenix Senior Living 401(k) Plan side-by-side with 3 peers →

Phoenix Senior Living 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Excel Services 401(k) Plan in KY ($4M); by covered participants it is Covanta Energy Savings Plan in NJ (2,945 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,945 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 Phoenix Senior Living 401(k) Plan assets move in 2023? ▼
Phoenix Senior Living 401(k) Plan surged - up 44.8% during 2023, from $3M to $4M. Reported net income was $1M.
How have Phoenix Senior Living plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phoenix Senior Living's sponsor-wide assets grew 84.1%, from $3M to $5M.
Which 401(k) plans are similar in size to Phoenix Senior Living 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Excel Services 401(k) Plan in KY ($4M, 171 participants).
Which 401(k) plans cover a similar participant headcount to Phoenix Senior Living 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Covanta Energy Savings Plan in NJ (2,945 participants, $872M 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 274328606.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.