401(k) · DOL Form 5500 · 2024

Phoenix Management, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets: 474
Participants Below avg headcount: 64th
Percentile by assets National rank: $31,079
Avg per participant Low balance/head

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Official DOL plan name: Phoenix 401(k) Plan · Sponsored by Phoenix Management, Inc. · Texas · Other Services

$15M in assets, 474 participants

Phoenix Management, Inc.'s Phoenix 401(k) Plan reported $15M in total assets and 474 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

#6,165 in Other Services (7,719 peers)

Phoenix Management, Inc. multi-year trail

Phoenix Management, Inc.'s plans moved +24.1% in assets from 2022 to 2024; this filing shows Phoenix 401(k) Plan at $15M / 474 participants.

#6,165
in Other Services (7,719 peers): +4.7%
assets growth YoY

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

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

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

$14,731,306 Top 36% higher than 64% 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 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phoenix 401(k) Plan sits mid-pack in the medium band (474 participants).

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 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $659K in the plan year 2024 filing.
Phoenix 401(k) Plan reported participants rose from 451 in the plan year 2023 filing to 474 in the plan year 2024 filing.
Phoenix 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 742641906 · Phoenix Management, Inc. PY 2024 · 401(k)

Phoenix 401(k) Plan · $15M · 474 · 64th

EOY $15M
5500 474
ASSETS 64th
PCT 401(k)
EIN near Sportsfield Specialties, Inc. Profit Sharing and 401(k) Plan
RANK ind #6165

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 Other Services retirement plans → · Plans in Texas →

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

Phoenix Management, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $15M 24.07893247335361% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	461	$12M
2023	1	451	$14M
2024	1	474	$15M

Phoenix Management, Inc. filing trail (2024)

Total Assets (Beginning of Year)	$14M
Net Assets (End of Year)	$15M
Net Income	$659K
Employer EIN	742641906
Plan Effective Date	2003-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

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

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

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

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

Outside Texas, the nearest 401(k) by assets is Sportsfield Specialties, Inc. Profit Sharing and 401(k) Plan in NY ($15M); by covered participants it is Restaurants of America Retirement Plan in CO (474 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Sportsfield Specialties, Inc. Profit Sharing and 401(k) Plan (NY) $15M · 213
Smith Duggan Cornell & Gollub LLP 401(k) Profit Sharing Plan (MA) $15M · 34
Jewish Family & Children's Service Retirement Plan (AZ) $15M · 469
Recharge Inc. 401(k) Plan (CA) $15M · 289

Similar participant headcount

Nearest other-state filings by covered participants (474 participants); asset peers above are excluded.

Restaurants of America Retirement Plan (CO) 474 · 0 off
Woods Supermarket, Inc. 401(k) Profit Sharing Plan (MO) 474 · 0 off
Cummings Properties, LLC 401(k) Plan (MA) 474 · 0 off
Webcor Builders 401(k) Profit Sharing Plan (CA) 474 · 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 401(k) Plan assets move in 2024? ▼

Phoenix 401(k) Plan edged up modestly - up 4.7% during 2024, from $14M to $15M. Reported net income was $659K.

How have Phoenix Management, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Phoenix Management, Inc.'s sponsor-wide assets grew 24.1%, from $12M to $15M.

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

Among 401(k) plans in other states, the closest by assets is Sportsfield Specialties, Inc. Profit Sharing and 401(k) Plan in NY ($15M, 213 participants).

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

Among 401(k) plans in other states, the closest by covered participants is Restaurants of America Retirement Plan in CO (474 participants, $3M 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 742641906.