401(k) · DOL Form 5500 · 2023

Phoenix Art Museum 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
145
Participants Small participant base
37th
Percentile by assets National rank
$22,286
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Phoenix Art Museum 401(k) Plan · Sponsored by Phoenix Art Museum · Arizona · Arts, Entertainment & Recreation

$3M in assets, 145 participants

Phoenix Art Museum's Phoenix Art Museum 401(k) Plan reported $3M in total assets and 145 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #1,751 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in Arizona

Phoenix Art Museum 401(k) Plan covers 145 participants in Arizona, about 26% of the average Arizona filer (state average ~564 per filing). Assets: $3M.

#1,751
in Arts, Entertainment & Recreation (2,945 peers)
+22.9%
assets growth YoY

Phoenix Art Museum 401(k) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Phoenix Art Museum 401(k) Plan vs every filed plan by assets

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

$3,231,533 37th percentile higher than 37% 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 Art Museum 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. Phoenix Art Museum 401(k) Plan sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phoenix Art Museum 401(k) Plan reported participants rose from 103 in the plan year 2022 filing to 145 in the plan year 2023 filing.
  • Phoenix Art Museum 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Phoenix Art Museum 401(k) Plan reported net income rose from $563K in the plan year 2022 filing to $601K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 860072608 · Phoenix Art Museum PY 2023 · 401(k)

Phoenix Art Museum 401(k) Plan · $3M · 145 · 37th

  • NET $3M
  • BOOK 145
  • VS-ST 37th
  • BOY 401(k)
  • SCH near Fabcon, LLC 401(k) Plan
  • EBSA ind #1751

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 Arts, Entertainment & Recreation retirement plans → · Plans in Arizona →

Phoenix Art Museum 401(k) Plan in the asset neighbourhood

Phoenix Art Museum 401(k) PlanPhoenix Art Museum 401(k) Pl…$3MFabcon, LLC 401(k) Plan$3MDudleys' Excavating Incorporated 401(k) Profit Sharing PlanDudleys' Excavating Incorpor…$3MAdvent Home Medical 401(k) Profit Sharing Plan & TrustAdvent Home Medical 401(k) P…$3MPremier Roofing Company 401(k) PlanPremier Roofing Company 401(…$3M
End-of-year total assets ($M) among Phoenix Art Museum 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$601K
Employer EIN860072608
Plan Effective Date2013-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phoenix Art Museum)

Sponsor-wide plan assets over time

All Phoenix Art Museum plans reported in each filing year

Latest sponsor-wide plan assets
$4M 48.59058443187711% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.63M $3.91M ▲ +48.7%
Year Plans Participants Total Assets
2022 1 103 $3M
2023 1 145 $3M
2024 1 159 $4M

Nearby 401(k) Plans in Arizona

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

Phoenix Art Museum 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Phoenix Art Museum 401(k) Plan, Total assets ($B): 0.003231533 · Participants: 145Phoenix Art Museum 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Phoenix Art Museum 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Phoenix Art Museum 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Fabcon, LLC 401(k) Plan in CA ($3M); by covered participants it is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Art Museum 401(k) Plan assets move in 2023? ▼
Phoenix Art Museum 401(k) Plan grew sharply - up 22.9% during 2023, from $3M to $3M. Reported net income was $601K.
How have Phoenix Art Museum plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phoenix Art Museum's sponsor-wide assets grew 48.6%, from $3M to $4M.
Which 401(k) plans are similar in size to Phoenix Art Museum 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fabcon, LLC 401(k) Plan in CA ($3M, 113 participants).
Which 401(k) plans cover a similar participant headcount to Phoenix Art Museum 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 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 860072608.

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.