Profit Sharing · DOL Form 5500 · 2023

The Phoenix Center, Inc. Profit Sharing Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
166
Participants Small participant base
68th
Percentile by assets National rank
$95,133
Avg per participant Below avg balance/head
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Official DOL plan name: Phoenix Center Employee Retirement Plan · Sponsored by The Phoenix Center, Inc. · New Jersey · Educational Services

$16M in assets, 166 participants

The Phoenix Center, Inc.'s Phoenix Center Employee Retirement Plan reported $16M in total assets and 166 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #1,891 in Educational Services (3,735 peers)

Coverage in New Jersey

Phoenix Center Employee Retirement Plan covers 166 participants in New Jersey, about 20% of the average New Jersey filer (state average ~844 per filing). Assets: $16M.

#1,891
in Educational Services (3,735 peers)
+6.6%
assets growth YoY

Phoenix Center Employee Retirement Plan's outsized position by total assets

Phoenix Center Employee Retirement Plan vs every filed plan by assets

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

$15,792,105 Top 32% higher than 68% 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 Center Employee Retirement 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 Center Employee Retirement Plan sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phoenix Center Employee Retirement Plan reported net income fell from $1M in the plan year 2022 filing to $984K in the plan year 2023 filing.
  • Phoenix Center Employee Retirement Plan end-of-year assets rose from $15M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Phoenix Center Employee Retirement Plan reported participants fell from 170 in the plan year 2022 filing to 166 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 223114959 · The Phoenix Center, Inc. PY 2023 · Profit Sharing

Phoenix Center Employee Retirement Plan · $16M · 166 · 68th

  • ASSETS $16M
  • PCT 166
  • EIN 68th
  • RANK Profit Sharing
  • PHOTO near American Insurance & Investment Corporation Profit Sharing Plan
  • IND ind #1891

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 Educational Services retirement plans → · Plans in New Jersey →

Phoenix Center Employee Retirement Plan in the asset neighbourhood

International Property Services Corp. Profit Sharing PlanInternational Property Servi…$16MSiu Pharmacies, Inc. Profit Sharing Plan and TrustSiu Pharmacies, Inc. Profit …$16MPhoenix Center Employee Retirement PlanPhoenix Center Employee Reti…$16MAmerican Insurance & Investment Corporation Profit Sharing PlanAmerican Insurance & Investm…$16MBella International Employee Retirement PlanBella International Employee…$16M
End-of-year total assets ($M) among Phoenix Center Employee Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$984K
Employer EIN223114959
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Phoenix Center, Inc.)

Sponsor-wide plan assets over time

All The Phoenix Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 16.27086167642729% vs 2022
2024 filing year
$14M$15M$16M$17M$18M 202220232024 $14.8M $17.2M ▲ +16.3%
Year Plans Participants Total Assets
2022 1 170 $15M
2023 1 166 $16M
2024 1 140 $17M

Nearby Profit Sharing Plans in New Jersey

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Phoenix Center Employee Retirement Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Phoenix Center Employee Retirement Plan, Total assets ($B): 0.015792105 · Participants: 166Phoenix Center Employee Retirement PlanErnst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.4875433 · Participants: 1843Ernst & Young Partnership Retirement (Hr-10) PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.438796802 · Participants: 10336Operating Engineers Local 825 Profit Sharing FundHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.401252704 · Participants: 8602Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.637415895 · Participants: 2283IBEW Local Union No 102 Surety PlanKpmg Partner Retirement Savings Plan, Total assets ($B): 0.529416194 · Participants: 1895Kpmg Partner Retirement Savings Plan
Phoenix Center Employee Retirement Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare Phoenix Center Employee Retirement Plan side-by-side with 3 peers →

Phoenix Center Employee Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is American Insurance & Investment Corporation Profit Sharing Plan in UT ($16M); by covered participants it is National Parks Conservation Association 401a Staff Retirement Plan in DC (166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Center Employee Retirement Plan assets move in 2023? ▼
Phoenix Center Employee Retirement Plan grew at a solid clip - up 6.6% during 2023, from $15M to $16M. Reported net income was $984K.
How have The Phoenix Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Phoenix Center, Inc.'s sponsor-wide assets grew 16.3%, from $15M to $17M.
Which Profit Sharing plans are similar in size to Phoenix Center Employee Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is American Insurance & Investment Corporation Profit Sharing Plan in UT ($16M, 32 participants).
Which Profit Sharing plans cover a similar participant headcount to Phoenix Center Employee Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is National Parks Conservation Association 401a Staff Retirement Plan in DC (166 participants, $20M 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 223114959.

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.