401(k) · DOL Form 5500 · 2023

Phoenaissance Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$484K
Total assets Small plan by assets
2
Participants Small participant base
18th
Percentile by assets National rank
$241,776
Avg per participant Above avg balance/head
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Official DOL plan name: Phoenaissance Enterprises, Inc. 401(k) Plan · Sponsored by Phoenaissance Enterprises, Inc. · Texas · Food Services & Accommodation

$484K in assets, 2 participants

Phoenaissance Enterprises, Inc.'s Phoenaissance Enterprises, Inc. 401(k) Plan reported $484K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,774 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Phoenaissance Enterprises, Inc. 401(k) Plan ranks #1,774 of 3,828 2023 filers by assets (4046% of the sector average)-$484K for 2 participants.

#1,774
in Food Services & Accommodation (3,828 peers)
-51.2%
assets change YoY

The plan reported a net loss of $507K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Phoenaissance Enterprises, Inc. 401(k) Plan among the smaller filed plans by assets

Phoenaissance Enterprises, Inc. 401(k) Plan vs every filed plan by assets

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

$483,552 18th percentile higher than 18% 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

Phoenaissance Enterprises, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phoenaissance Enterprises, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phoenaissance Enterprises, Inc. 401(k) Plan reported net income fell from -$221K in the plan year 2022 filing to -$507K in the plan year 2023 filing.
  • Phoenaissance Enterprises, Inc. 401(k) Plan reported participants rose from 1 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • Phoenaissance Enterprises, Inc. 401(k) Plan end-of-year assets fell from $991K in the plan year 2022 filing to $484K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 853891235 · Phoenaissance Enterprises, Inc. PY 2023 · 401(k)

Phoenaissance Enterprises, Inc. 401(k) Plan · $484K · 2 · 18th

  • VS-ST $484K
  • VS-ST 2
  • VS-ST 18th
  • VS-ST 401(k)
  • VS-ST near Crossroads Diversified Services, Inc. 401(k) Plan
  • VS-ST ind #1774

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 Food Services & Accommodation retirement plans → · Plans in Texas →

Phoenaissance Enterprises, Inc. 401(k) Plan in the asset neighbourhood

Phoenaissance Enterprises, Inc. 401(k) PlanPhoenaissance Enterprises, I…$484KCrossroads Diversified Services, Inc. 401(k) PlanCrossroads Diversified Servi…$484K12kings Corporation 401(k) Profit Sharing Plan12kings Corporation 401(k) P…$483KSpecial Forces Consulting Distribution Inc 401(k) PlanSpecial Forces Consulting Di…$484KKost Environmental Services Inc. 401(k) Profit Sharing PlanKost Environmental Services …$483K
End-of-year total assets ($M) among Phoenaissance Enterprises, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$991K
Net Assets (End of Year)$484K
Net Income-$507K
Employer EIN853891235
Plan Effective Date2020-11-12
Filing StatusFILING RECEIVED

Sponsor Plan History (Phoenaissance Enterprises, Inc.)

Sponsor-wide plan assets over time

All Phoenaissance Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18K 98.16619426005782% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $0.99M $0.02M ▼ -98.0%
Year Plans Participants Total Assets
2022 1 1 $991K
2023 1 2 $484K
2024 1 4 $18K

Nearby 401(k) Plans in Texas

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

Phoenaissance Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Phoenaissance Enterprises, Inc. 401(k) Plan, Total assets ($B): 0.000483552 · Participants: 2Phoenaissance Enterprises, Inc. 401(k) PlanAT&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
Phoenaissance Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Phoenaissance Enterprises, Inc. 401(k) Plan side-by-side with 3 peers →

Phoenaissance Enterprises, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Crossroads Diversified Services, Inc. 401(k) Plan in CA ($484K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Phoenaissance Enterprises, Inc. 401(k) Plan assets move in 2023? ▼
Phoenaissance Enterprises, Inc. 401(k) Plan contracted severely - down 51.2% during 2023, from $991K to $484K. Reported net income was -$507K.
How have Phoenaissance Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phoenaissance Enterprises, Inc.'s sponsor-wide assets declined 98.2%, from $991K to $18K.
Where does Phoenaissance Enterprises, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Phoenaissance Enterprises, Inc. 401(k) Plan ranks in the 18th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Phoenaissance Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Crossroads Diversified Services, Inc. 401(k) Plan in CA ($484K, 90 participants).
Which 401(k) plans cover a similar participant headcount to Phoenaissance Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 853891235.

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.