401(k) · DOL Form 5500 · 2024

Phx Minerals Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 21
Participants Small participant base: 30th
Percentile by assets National rank: $98,081
Avg per participant Below avg balance/head

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Official DOL plan name: Phx Minerals Inc. 401(k) Plan · Sponsored by Phx Minerals Inc. · Oklahoma · Mining & Oil Extraction

$2M in assets, 21 participants

Phx Minerals Inc.'s Phx Minerals Inc. 401(k) Plan reported $2M in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

#92 in Mining & Oil Extraction (785 peers)

2024 asset change

Phx Minerals Inc. 401(k) Plan grew sharply 23.5% in 2024 ($2M → $2M) for 21 participants.

#92
in Mining & Oil Extraction (785 peers): +23.5%
assets growth YoY

Phx Minerals Inc. 401(k) Plan among the smaller filed plans by assets

Phx Minerals Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,059,700 30th percentile higher than 30% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Phx Minerals Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phx Minerals Inc. 401(k) Plan is a small filing (21 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Phx Minerals Inc. 401(k) Plan reported net income rose from -$222K in the plan year 2023 filing to $391K in the plan year 2024 filing.
Phx Minerals Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Phx Minerals Inc. 401(k) Plan reported participants fell from 22 in the plan year 2023 filing to 21 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 731055775 · Phx Minerals Inc. PY 2024 · 401(k)

Phx Minerals Inc. 401(k) Plan · $2M · 21 · 30th

ASSETS $2M
PCT 21
EIN 30th
RANK 401(k)
PHOTO near H.V. Collins Company Inc. 401(k) Profit Sharing Plan
IND ind #92

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 Mining & Oil Extraction retirement plans → · Plans in Oklahoma →

End-of-year total assets ($M) among Phx Minerals Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Phx Minerals Inc. years around the 2024 move

Latest sponsor-wide plan assets: $2M 8.940505060388805% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	20	$2M
2023	1	22	$2M
2024	1	21	$2M

2024 asset-move particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$391K
Employer EIN	731055775
Plan Effective Date	1984-10-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

Phx Minerals Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants

Quiktrip Corporation Retirement Plan $4.8B · 13,369
The Williams Investment Plus Plan $2.0B · 5,204
Oneok, Inc. 401(k) Plan $1.4B · 4,756
Bok Financial 401(k) Plan $1.2B · 4,907
Devon Energy Corporation Incentive Savings Plan $1.1B · 1,958

Compare Phx Minerals Inc. 401(k) Plan side-by-side with 3 peers →

Phx Minerals Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is H.V. Collins Company Inc. 401(k) Profit Sharing Plan in RI ($2M); by covered participants it is Frontier Community Bank Employees' Retirement Plan in VA (21 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

H.V. Collins Company Inc. 401(k) Profit Sharing Plan (RI) $2M · 12
403(b) Thrift Plan for Employees of Blue Valley Community Action Partnership (NE) $2M · 111
Martin, Chock & Carden Inc. 401(k) Plan (HI) $2M · N/A
Bella Baby Glenview LLC 401(k) (IL) $2M · 39

Similar participant headcount

Nearest other-state filings by covered participants (21 participants); asset peers above are excluded.

Frontier Community Bank Employees' Retirement Plan (VA) 21 · 0 off
Ambassador Construction Co., Inc. Salary Reduction Plan (NY) 21 · 0 off
Dive Xtras, Inc. 401(k) Retirement Savings Plan (WA) 21 · 0 off
Community State Bankshares, Inc. Employee Stock Ownership Plan (CO) 21 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Phx Minerals Inc. 401(k) Plan assets move in 2024? ▼

Phx Minerals Inc. 401(k) Plan grew sharply - up 23.5% during 2024, from $2M to $2M. Reported net income was $391K.

How have Phx Minerals Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Phx Minerals Inc.'s sponsor-wide assets grew 8.9%, from $2M to $2M.

Which 401(k) plans are similar in size to Phx Minerals Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is H.V. Collins Company Inc. 401(k) Profit Sharing Plan in RI ($2M, 12 participants).

Which 401(k) plans cover a similar participant headcount to Phx Minerals Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Frontier Community Bank Employees' Retirement Plan in VA (21 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 731055775.