401(k) · DOL Form 5500 · 2024

Phoenix Products, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 53
Participants Small participant base: 51st
Percentile by assets National rank: $153,921
Avg per participant Above avg balance/head

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Official DOL plan name: Phoenix Office 401(k) Plan · Sponsored by Phoenix Products, LLC · Wisconsin · Manufacturing

$8M in assets, 53 participants

Phoenix Products, LLC's Phoenix Office 401(k) Plan reported $8M in total assets and 53 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

#6,403 in Manufacturing (17,777 peers)

Phoenix Products, LLC multi-year trail

Phoenix Products, LLC's plans moved +20.9% in assets from 2022 to 2024; this filing shows Phoenix Office 401(k) Plan at $8M / 53 participants.

#6,403
in Manufacturing (17,777 peers): +0.4%
assets growth YoY

Phoenix Office 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

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

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

$8,157,792 Top 49% higher than 51% 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

Phoenix Office 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. Phoenix Office 401(k) Plan is a small filing (53 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%)

Phoenix Office 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $31K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 831597865 · Phoenix Products, LLC PY 2024 · 401(k)

Phoenix Office 401(k) Plan · $8M · 53 · 51st

NET $8M
NET 53
NET 51st
NET 401(k)
NET near Montana Contractors Assoc, Inc. 401(k) Retirement Plan & Trust
NET ind #6403

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 Manufacturing retirement plans → · Plans in Wisconsin →

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

Phoenix Products, LLC multi-year asset trail

Latest sponsor-wide plan assets: $10M 20.922682223456825% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	98	$8M
2023	2	112	$10M
2024	2	98	$10M

Phoenix Products, LLC filing trail (2024)

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$8M
Net Income	$31K
Employer EIN	831597865
Plan Effective Date	1986-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Phoenix Office 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $10.5B · 80,015
Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
Fiserv 401(k) Savings Plan $5.1B · 26,372
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
Rockwell Automation Retirement Savings Plan $3.8B · 9,217

Compare Phoenix Office 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Montana Contractors Assoc, Inc. 401(k) Retirement Plan & Trust in MT ($8M); by covered participants it is Belmont Day School, Corp 401(k) Plan in VA (53 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Montana Contractors Assoc, Inc. 401(k) Retirement Plan & Trust (MT) $8M · 270
Wilson Audio Specialties, Inc. 401(k) & Profit Sharing Plan (UT) $8M · 50
Rdi Marketing Services, Inc. Profit Sharing 401(k) Plan (OH) $8M · 1,304
Mid Maine Generator Employee Stock Ownership 401(k) Plan (ME) $8M · 24

Similar participant headcount

Nearest other-state filings by covered participants (53 participants); asset peers above are excluded.

Belmont Day School, Corp 401(k) Plan (VA) 53 · 0 off
Michigan City Paper Box Company Profit Sharing & Savings Plan (IN) 53 · 0 off
Arkansas Industrial Machinery, Inc. Plan and Trust (AR) 53 · 0 off
F & F Distributors, Inc. 401(k) Savings Plan (CT) 53 · 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 Phoenix Office 401(k) Plan assets move in 2024? ▼

Phoenix Office 401(k) Plan held essentially flat - up 0.4% during 2024, from $8M to $8M. Reported net income was $31K.

How have Phoenix Products, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Phoenix Products, LLC's sponsor-wide assets grew 20.9%, from $8M to $10M.

Which 401(k) plans are similar in size to Phoenix Office 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Montana Contractors Assoc, Inc. 401(k) Retirement Plan & Trust in MT ($8M, 270 participants).

Which 401(k) plans cover a similar participant headcount to Phoenix Office 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Belmont Day School, Corp 401(k) Plan in VA (53 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 831597865.