401(k) · DOL Form 5500 · 2023

Rising Phoenix Holdings Corporation 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
743
Participants Near avg headcount
69th
Percentile by assets National rank
$22,577
Avg per participant Low balance/head
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Official DOL plan name: Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan · Sponsored by Rising Phoenix Holdings Corporation · New York · Finance & Insurance

$17M in assets, 743 participants

Rising Phoenix Holdings Corporation's Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan reported $17M in total assets and 743 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.

  • #4,881 in Finance & Insurance (8,869 peers)

Rising Phoenix Holdings Corporation multi-year trail

Rising Phoenix Holdings Corporation's plans moved +26.5% in assets from 2022 to 2023; this filing shows Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan at $17M / 743 participants.

#4,881
in Finance & Insurance (8,869 peers)
+26.5%
assets growth YoY

Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan's outsized position by total assets

Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan vs every filed plan by assets

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

$16,774,844 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

Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan 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. Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan sits mid-pack in the medium band (743 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan reported net income rose from $795K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan end-of-year assets rose from $13M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan reported participants rose from 650 in the plan year 2022 filing to 743 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 742367164 · Rising Phoenix Holdings Corporation PY 2023 · 401(k)

Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan · $17M · 743 · 69th

  • EIN $17M
  • EIN 743
  • EIN 69th
  • EIN 401(k)
  • EIN near Low Income Investment Fund 401(k) Plan
  • EIN ind #4881

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 Finance & Insurance retirement plans → · Plans in New York →

Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan in the asset neighbourhood

Low Income Investment Fund 401(k) PlanLow Income Investment Fund 4…$17MNichols Farms 401(k) Profit Sharing PlanNichols Farms 401(k) Profit …$17MDrax Biomass Inc. 401(k) Plan$17MRising Phoenix Holdings Corporation 401(k) Retirement Savings PlanRising Phoenix Holdings Corp…$17MAllied Universal Cbu 401(k) PlanAllied Universal Cbu 401(k) …$17M
End-of-year total assets ($M) among Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Rising Phoenix Holdings Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Rising Phoenix Holdings Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$17M 26.529629215333255% vs 2022
2023 filing year
$12M$14M$16M$18M 20222023 $13.3M $16.8M ▲ +26.5%
Year Plans Participants Total Assets
2022 1 650 $13M
2023 1 743 $17M

Rising Phoenix Holdings Corporation filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$17M
Net Income$4M
Employer EIN742367164
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan, Total assets ($B): 0.016774844 · Participants: 743Rising Phoenix Holdings Corporation 401(k) Retirement Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan side-by-side with 3 peers →

Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Low Income Investment Fund 401(k) Plan in CA ($17M); by covered participants it is Corsicana Acquisition LLC 401(k) Plan in TX (743 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (743 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 Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan assets move in 2023? ▼
Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan grew sharply - up 26.5% during 2023, from $13M to $17M. Reported net income was $4M.
How have Rising Phoenix Holdings Corporation plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Rising Phoenix Holdings Corporation's sponsor-wide assets grew 26.5%, from $13M to $17M.
Which 401(k) plans are similar in size to Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Low Income Investment Fund 401(k) Plan in CA ($17M, 133 participants).
Which 401(k) plans cover a similar participant headcount to Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Corsicana Acquisition LLC 401(k) Plan in TX (743 participants, $13M 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 742367164.

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.