401(k) · DOL Form 5500 · 2023

Phigenics Management, Inc 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
135
Participants Small participant base
65th
Percentile by assets National rank
$98,157
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Phigenics Management, Inc 401(k) Plan · Sponsored by Phigenics Management, Inc · Illinois · Professional & Technical Services

$13M in assets, 135 participants

Phigenics Management, Inc's Phigenics Management, Inc 401(k) Plan reported $13M in total assets and 135 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #12,980 in Professional & Technical Services (20,321 peers)

Coverage in Illinois

Phigenics Management, Inc 401(k) Plan covers 135 participants in Illinois, about 17% of the average Illinois filer (state average ~779 per filing). Assets: $13M.

#12,980
in Professional & Technical Services (20,321 peers)
+35.3%
assets growth YoY

Phigenics Management, Inc 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Phigenics Management, Inc 401(k) Plan vs every filed plan by assets

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

$13,251,257 Top 35% higher than 65% 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

Phigenics Management, Inc 401(k) 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. Phigenics Management, Inc 401(k) Plan sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phigenics Management, Inc 401(k) Plan reported net income rose from -$665K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Phigenics Management, Inc 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Phigenics Management, Inc 401(k) Plan reported participants rose from 127 in the plan year 2022 filing to 135 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 201971338 · Phigenics Management, Inc PY 2023 · 401(k)

Phigenics Management, Inc 401(k) Plan · $13M · 135 · 65th

  • EBSA $13M
  • EBSA 135
  • EBSA 65th
  • EBSA 401(k)
  • EBSA near Noritz America Retirement Savings Plan
  • EBSA ind #12980

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 Professional & Technical Services retirement plans → · Plans in Illinois →

Phigenics Management, Inc 401(k) Plan in the asset neighbourhood

Phigenics Management, Inc 401(k) PlanPhigenics Management, Inc 40…$13MNoritz America Retirement Savings PlanNoritz America Retirement Sa…$13MAlcom Printing Group, Inc. 401(k) PlanAlcom Printing Group, Inc. 4…$13MCommunity Dental Care 401(k) Retirement PlanCommunity Dental Care 401(k)…$13MDave White Chevrolet Savings and Retirement PlanDave White Chevrolet Savings…$13M
End-of-year total assets ($M) among Phigenics Management, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN201971338
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phigenics Management, Inc)

Sponsor-wide plan assets over time

All Phigenics Management, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$15M 50.24000240170889% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.79M $14.7M ▲ +50.3%
Year Plans Participants Total Assets
2022 1 127 $10M
2023 1 135 $13M
2024 1 146 $15M

Nearby 401(k) Plans in Illinois

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

Phigenics Management, Inc 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Phigenics Management, Inc 401(k) Plan, Total assets ($B): 0.013251257 · Participants: 135Phigenics Management, Inc 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Phigenics Management, Inc 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Phigenics Management, Inc 401(k) Plan side-by-side with 3 peers →

Phigenics Management, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Noritz America Retirement Savings Plan in CA ($13M); by covered participants it is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Phigenics Management, Inc 401(k) Plan assets move in 2023? ▼
Phigenics Management, Inc 401(k) Plan surged - up 35.3% during 2023, from $10M to $13M. Reported net income was $3M.
How have Phigenics Management, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phigenics Management, Inc's sponsor-wide assets grew 50.2%, from $10M to $15M.
Which 401(k) plans are similar in size to Phigenics Management, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Noritz America Retirement Savings Plan in CA ($13M, 134 participants).
Which 401(k) plans cover a similar participant headcount to Phigenics Management, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 participants, N/A 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 201971338.

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.