Profit Sharing · DOL Form 5500 · 2024

Phoenix Estate Administration Inc. Profit Sharing Plan

Data updated 2026-08-25

$84K
Total assets Small plan by assets
1
Participants Small participant base
5th
Percentile by assets National rank
$83,793
Avg per participant Below avg balance/head
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Official DOL plan name: Phoenix Estate Administration Inc. Retirement Plan · Sponsored by Phoenix Estate Administration Inc. · South Carolina · Construction

$84K in assets, 1 participants

Phoenix Estate Administration Inc.'s Phoenix Estate Administration Inc. Retirement Plan reported $84K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 5th 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.

  • #427 in Construction (9,039 peers)

Phoenix Estate Administration Inc. multi-year trail

Phoenix Estate Administration Inc.'s plans moved -71.9% in assets from 2023 to 2024; this filing shows Phoenix Estate Administration Inc. Retirement Plan at $84K / 1 participant.

#427
in Construction (9,039 peers)
-71.9%
assets change YoY

The plan reported a net loss of $214K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Phoenix Estate Administration Inc. Retirement Plan among the smaller filed plans by assets

Phoenix Estate Administration Inc. Retirement Plan vs every filed plan by assets

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

$83,793 5th percentile higher than 5% of 123,620 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 2024

Phoenix Estate Administration Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phoenix Estate Administration Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Phoenix Estate Administration Inc. Retirement Plan reported net income fell from $298K in the plan year 2023 filing to -$214K in the plan year 2024 filing.
  • Phoenix Estate Administration Inc. Retirement Plan end-of-year assets fell from $298K in the plan year 2023 filing to $84K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 931397794 · Phoenix Estate Administration Inc. PY 2024 · Profit Sharing

Phoenix Estate Administration Inc. Retirement Plan · $84K · 1 · 5th

  • IND $84K
  • IND 1
  • IND 5th
  • IND Profit Sharing
  • IND near Vm Wealth Planning Solutions, Inc. Retirement Plan
  • IND ind #427

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 Construction retirement plans → · Plans in South Carolina →

Phoenix Estate Administration Inc. Retirement Plan in the asset neighbourhood

Phoenix Estate Administration Inc. Retirement PlanPhoenix Estate Administratio…$84KVm Wealth Planning Solutions, Inc. Retirement PlanVm Wealth Planning Solutions…$84KAsby Ventures, Inc. Profit Sharing PlanAsby Ventures, Inc. Profit S…$84KNancy Higgins, Inc. Profit Sharing PlanNancy Higgins, Inc. Profit S…$84KQuivira Property Services, Inc. Retirement PlanQuivira Property Services, I…$84K
End-of-year total assets ($M) among Phoenix Estate Administration Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Phoenix Estate Administration Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Phoenix Estate Administration Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$84K 71.90784466891735% vs 2023
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M 20232024 $0.3M $0.08M ▼ -73.3%
Year Plans Participants Total Assets
2023 1 1 $298K
2024 1 1 $84K

Phoenix Estate Administration Inc. filing trail (2024)

Total Assets (Beginning of Year)$298K
Net Assets (End of Year)$84K
Net Income-$214K
Employer EIN931397794
Plan Effective Date2023-05-26
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in South Carolina

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

Phoenix Estate Administration Inc. Retirement Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Phoenix Estate Administration Inc. Retirement Plan, Total assets ($B): 0.000083793 · Participants: 1Phoenix Estate Administration Inc. Retirement PlanPrisma Health Retirement Savings Plan, Total assets ($B): 2.165121786 · Participants: 29201Prisma Health Retirement Savings PlanUma Retirement Plan, Total assets ($B): 0.847554937 · Participants: 2827Uma Retirement PlanProfit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart, Total assets ($B): 0.248524918 · Participants: 2275Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & StewartScansource, Inc. 401(k) Plan, Total assets ($B): 0.225415995 · Participants: 1401Scansource, Inc. 401(k) PlanUsc School of Medicine Educational Trust Retirement Plan, Total assets ($B): 0.051579073 · Participants: 191Usc School of Medicine Educational Trust Retirement Plan
Phoenix Estate Administration Inc. Retirement Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants
Compare Phoenix Estate Administration Inc. Retirement Plan side-by-side with 3 peers →

Phoenix Estate Administration Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside South Carolina, the nearest Profit Sharing by assets is Vm Wealth Planning Solutions, Inc. Retirement Plan in CT ($84K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

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 Estate Administration Inc. Retirement Plan assets move in 2024? ▼
Phoenix Estate Administration Inc. Retirement Plan contracted severely - down 71.9% during 2024, from $298K to $84K. Reported net income was -$214K.
How have Phoenix Estate Administration Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Phoenix Estate Administration Inc.'s sponsor-wide assets declined 71.9%, from $298K to $84K.
Where does Phoenix Estate Administration Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Phoenix Estate Administration Inc. Retirement Plan ranks in the 5th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Phoenix Estate Administration Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Vm Wealth Planning Solutions, Inc. Retirement Plan in CT ($84K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Phoenix Estate Administration Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, 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 931397794.

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.