401(k) · DOL Form 5500 · 2023

Phaxis, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
277
Participants Below avg headcount
54th
Percentile by assets National rank
$29,226
Avg per participant Low balance/head
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Official DOL plan name: Phaxis 401(k) Plan · Sponsored by Phaxis, LLC · New York · Administrative & Support Services

$8M in assets, 277 participants

Phaxis, LLC's Phaxis 401(k) Plan reported $8M in total assets and 277 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #3,234 in Administrative & Support Services (4,372 peers)

Coverage in New York

Phaxis 401(k) Plan covers 277 participants in New York, about 35% of the average New York filer (state average ~798 per filing). Assets: $8M.

#3,234
in Administrative & Support Services (4,372 peers)
+12.6%
assets growth YoY

Phaxis 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers

Phaxis 401(k) Plan vs every filed plan by assets

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

$8,095,737 Top 46% higher than 54% 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

Phaxis 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. Phaxis 401(k) Plan sits mid-pack in the medium band (277 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phaxis 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Phaxis 401(k) Plan reported participants rose from 243 in the plan year 2022 filing to 277 in the plan year 2023 filing.
  • Phaxis 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 880608565 · Phaxis, LLC PY 2023 · 401(k)

Phaxis 401(k) Plan · $8M · 277 · 54th

  • SCH $8M
  • EBSA 277
  • PART 54th
  • TYPE 401(k)
  • NET near Kobelco Stewart Bolling, Inc. Savings Plan
  • BOOK ind #3234

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 Administrative & Support Services retirement plans → · Plans in New York →

Phaxis 401(k) Plan in the asset neighbourhood

Phaxis 401(k) Plan$8MKobelco Stewart Bolling, Inc. Savings PlanKobelco Stewart Bolling, Inc…$8MG.J. Verti-Line Pumps, Inc. 401(k) Profit Sharing PlanG.J. Verti-Line Pumps, Inc. …$8MTulsa Medical Laboratory, LLC Profit Sharing PlanTulsa Medical Laboratory, LL…$8MBlakeman Transportation 401(k) Profit Sharing PlanBlakeman Transportation 401(…$8M
End-of-year total assets ($M) among Phaxis 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN880608565
Plan Effective Date1996-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phaxis, LLC)

Sponsor-wide plan assets over time

All Phaxis, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 32.75147254311951% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $7.19M $9.55M ▲ +32.8%
Year Plans Participants Total Assets
2022 1 243 $7M
2023 1 277 $8M
2024 1 478 $10M

Nearby 401(k) Plans in New York

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

Phaxis 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Phaxis 401(k) Plan, Total assets ($B): 0.008095737 · Participants: 277Phaxis 401(k) 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
Phaxis 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Phaxis 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Kobelco Stewart Bolling, Inc. Savings Plan in OH ($8M); by covered participants it is Onin Group 401(k) Plan in AL (277 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (277 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 Phaxis 401(k) Plan assets move in 2023? ▼
Phaxis 401(k) Plan grew at a solid clip - up 12.6% during 2023, from $7M to $8M. Reported net income was $1M.
How have Phaxis, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phaxis, LLC's sponsor-wide assets grew 32.8%, from $7M to $10M.
Which 401(k) plans are similar in size to Phaxis 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kobelco Stewart Bolling, Inc. Savings Plan in OH ($8M, 87 participants).
Which 401(k) plans cover a similar participant headcount to Phaxis 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Onin Group 401(k) Plan in AL (277 participants, $3M 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 880608565.

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.