401(k) · DOL Form 5500 · 2023

Phoenix Management Solutions, Ll 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
185
Participants Below avg headcount
55th
Percentile by assets National rank
$45,166
Avg per participant Low balance/head
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Official DOL plan name: Phoenix Management Solutions, LLC 401(k) Profit Sharing Plan & T · Sponsored by Phoenix Management Solutions, Ll · Texas · Transportation & Warehousing

$8M in assets, 185 participants

Phoenix Management Solutions, Ll's Phoenix Management Solutions, LLC 401(k) Profit Sharing Plan & T reported $8M in total assets and 185 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #1,862 in Transportation & Warehousing (3,362 peers)

Coverage in Texas

Phoenix Management Solutions, LLC 401(k) Profit Sharing Plan & T covers 185 participants in Texas, about 27% of the average Texas filer (state average ~688 per filing). Assets: $8M.

#1,862
in Transportation & Warehousing (3,362 peers)
-3.6%
assets change YoY

The plan reported a net loss of $311K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Phoenix Management Solutions, LLC 401(k) Profit Sharing Plan & T's mid-pack asset rank among Transportation & Warehousing and all filers

Phoenix Management Solutions, LLC 401(k) Profit Sharing Plan & T vs every filed plan by assets

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

$8,355,671 Top 45% higher than 55% 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 Management Solutions, LLC 401(k) Profit Sharing Plan & T 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. Phoenix Management Solutions, LLC 401(k) Profit Sharing Plan & T sits mid-pack in the medium band (185 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phoenix Management Solutions, LLC 401(k) Profit Sharing Plan & T reported net income rose from -$2M in the plan year 2022 filing to -$311K in the plan year 2023 filing.
  • Phoenix Management Solutions, LLC 401(k) Profit Sharing Plan & T reported participants rose from 115 in the plan year 2022 filing to 185 in the plan year 2023 filing.
  • Phoenix Management Solutions, LLC 401(k) Profit Sharing Plan & T end-of-year assets fell from $9M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 844250550 · Phoenix Management Solutions, Ll PY 2023 · 401(k)

Phoenix Management Solutions, LLC 401(k) Profit Sharing Plan & T · $8M · 185 · 55th

  • EBSA $8M
  • EBSA 185
  • EBSA 55th
  • EBSA 401(k)
  • EBSA near Custom Decorators, Inc. 401(k) Plan
  • EBSA ind #1862

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 Texas →

Phoenix Management Solutions, LLC 401(k) Profit Sharing Plan & T in the asset neighbourhood

Phoenix Management Solutions, LLC 401(k) Profit Sharing Plan & TPhoenix Management Solutions…$8MCustom Decorators, Inc. 401(k) PlanCustom Decorators, Inc. 401(…$8MHealth Connect America Retirement Savings PlanHealth Connect America Retir…$8MChemistry Communications, Inc. 401(k) Profit Sharing PlanChemistry Communications, In…$8MPeach State Roofing, Inc. 401(k) and Profit Sharing PlanPeach State Roofing, Inc. 40…$8M
End-of-year total assets ($M) among Phoenix Management Solutions, LLC 401(k) Profit Sharing Plan & T and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$311K
Employer EIN844250550
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phoenix Management Solutions, Ll)

Sponsor-wide plan assets over time

All Phoenix Management Solutions, Ll plans reported in each filing year

Latest sponsor-wide plan assets
$13M 45.013696281425844% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.67M $12.6M ▲ +45.0%
Year Plans Participants Total Assets
2022 1 115 $9M
2023 1 185 $8M
2024 1 192 $13M

Nearby 401(k) Plans in Texas

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

Phoenix Management Solutions, LLC 401(k) Profit Sharing Plan & T vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Phoenix Management Solutions, LLC 401(k) Profit Sharing Plan & T, Total assets ($B): 0.008355671 · Participants: 185Phoenix Management Solutions, LLC 401(k) Profit Sharing Plan & TAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Phoenix Management Solutions, LLC 401(k) Profit Sharing Plan & T vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Phoenix Management Solutions, LLC 401(k) Profit Sharing Plan & T side-by-side with 3 peers →

Phoenix Management Solutions, LLC 401(k) Profit Sharing Plan & T's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Custom Decorators, Inc. 401(k) Plan in OR ($8M); by covered participants it is Screen-It Graphics of Lawrence 401(k) Profit Sharing Plan and T in KS (185 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (185 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 Management Solutions, LLC 401(k) Profit Sharing Plan & T assets move in 2023? ▼
Phoenix Management Solutions, LLC 401(k) Profit Sharing Plan & T edged down modestly - down 3.6% during 2023, from $9M to $8M. Reported net income was -$311K.
How have Phoenix Management Solutions, Ll plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phoenix Management Solutions, Ll's sponsor-wide assets grew 45.0%, from $9M to $13M.
Which 401(k) plans are similar in size to Phoenix Management Solutions, LLC 401(k) Profit Sharing Plan & T? ▼
Among 401(k) plans in other states, the closest by assets is Custom Decorators, Inc. 401(k) Plan in OR ($8M, 145 participants).
Which 401(k) plans cover a similar participant headcount to Phoenix Management Solutions, LLC 401(k) Profit Sharing Plan & T? ▼
Among 401(k) plans in other states, the closest by covered participants is Screen-It Graphics of Lawrence 401(k) Profit Sharing Plan and T in KS (185 participants, $6M 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 844250550.

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.