401(k) · DOL Form 5500 · 2023

Phi Group, Inc. 401(k) Plan

Data updated 2026-08-25

$396M
Total assets Above avg plan size
1,986
Participants Near avg headcount
97th
Percentile by assets National rank
$199,482
Avg per participant Above avg balance/head
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Official DOL plan name: Phi Group, Inc. 401(k) Retirement Plan · Sponsored by Phi Group, Inc. · Louisiana · Transportation & Warehousing

$396M in assets, 1,986 participants

Phi Group, Inc.'s Phi Group, Inc. 401(k) Retirement Plan reported $396M in total assets and 1,986 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #3,217 in Transportation & Warehousing (3,362 peers)

Coverage in Louisiana

Phi Group, Inc. 401(k) Retirement Plan covers 1,986 participants in Louisiana, 4.0x the typical Louisiana plan (state average ~495 per filing). Assets: $396M.

#3,217
in Transportation & Warehousing (3,362 peers)
+10.9%
assets growth YoY
4.0×
vs typical plan assets (national mean)

Phi Group, Inc. 401(k) Retirement Plan's outsized position by total assets

Phi Group, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$396,170,723 Top 3% higher than 97% 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

Phi Group, Inc. 401(k) Retirement 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. Phi Group, Inc. 401(k) Retirement Plan lands in the large band (1,986 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phi Group, Inc. 401(k) Retirement Plan reported net income rose from -$95M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Phi Group, Inc. 401(k) Retirement Plan end-of-year assets rose from $357M in the plan year 2022 filing to $396M in the plan year 2023 filing.
  • Phi Group, Inc. 401(k) Retirement Plan reported participants rose from 1,940 in the plan year 2022 filing to 1,986 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 842513763 · Phi Group, Inc. PY 2023 · 401(k)

Phi Group, Inc. 401(k) Retirement Plan · $396M · 1,986 · 97th

  • EOY $396M
  • EOY 1,986
  • EOY 97th
  • EOY 401(k)
  • EOY near Wells Enterprises, Inc. 401(k) Plan
  • EOY ind #3217

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 Louisiana →

Phi Group, Inc. 401(k) Retirement Plan in the asset neighbourhood

Electric Reliability Council of Texas 401(k) Savings PlanElectric Reliability Council…$396MWells Enterprises, Inc. 401(k) PlanWells Enterprises, Inc. 401(…$396MPhi Group, Inc. 401(k) Retirement PlanPhi Group, Inc. 401(k) Retir…$396MShands Jacksonville Retirement PlanShands Jacksonville Retireme…$396MLoeb & Loeb LLP Profit Sharing and 401(k) PlanLoeb & Loeb LLP Profit Shari…$396M
End-of-year total assets ($M) among Phi Group, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Louisiana filing particulars

Total Assets (Beginning of Year)$357M
Net Assets (End of Year)$396M
Net Income$39M
Employer EIN842513763
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phi Group, Inc.)

Sponsor-wide plan assets over time

All Phi Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$427M 19.489099602648345% vs 2022
2024 filing year
$350M$400M$450M 202220232024 $357M $427M ▲ +19.5%
Year Plans Participants Total Assets
2022 1 1,940 $357M
2023 1 1,986 $396M
2024 1 2,106 $427M

Nearby 401(k) Plans in Louisiana

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

Phi Group, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 02468 Total assets ($B) Participants Phi Group, Inc. 401(k) Retirement Plan, Total assets ($B): 0.396170723 · Participants: 1986Phi Group, Inc. 401(k) Retirement PlanLumen 401(k) Savings Plan, Total assets ($B): 7.140330247 · Participants: 24522Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.827701341 · Participants: 10136Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.304723514 · Participants: 31221Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.866658906 · Participants: 12934Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.849210896 · Participants: 20100Amedisys Holding, LLC 401(k) Plan
Phi Group, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Phi Group, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Phi Group, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Wells Enterprises, Inc. 401(k) Plan in IA ($396M); by covered participants it is Osl Retail Services 401(k) Plan in MI (1,986 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($396M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,986 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 Phi Group, Inc. 401(k) Retirement Plan assets move in 2023? ▼
Phi Group, Inc. 401(k) Retirement Plan grew at a solid clip - up 10.9% during 2023, from $357M to $396M. Reported net income was $39M.
How have Phi Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phi Group, Inc.'s sponsor-wide assets grew 19.5%, from $357M to $427M.
Where does Phi Group, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Phi Group, Inc. 401(k) Retirement Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Phi Group, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wells Enterprises, Inc. 401(k) Plan in IA ($396M, 3,998 participants).
Which 401(k) plans cover a similar participant headcount to Phi Group, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Osl Retail Services 401(k) Plan in MI (1,986 participants, $827K 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 842513763.

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.