401(k) · DOL Form 5500 · 2024

Phoenix Contact Development and Manufacturing, Inc. 401(k) Plan

Data updated 2026-08-25

$169M
Total assets Near avg plan size
1,106
Participants Near avg headcount
94th
Percentile by assets National rank
$152,800
Avg per participant Above avg balance/head
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Official DOL plan name: Phoenix Contact Employee Investment Plan · Sponsored by Phoenix Contact Development and Manufacturing, Inc. · Pennsylvania · Wholesale Trade

$169M in assets, 1,106 participants

Phoenix Contact Development and Manufacturing, Inc.'s Phoenix Contact Employee Investment Plan reported $169M in total assets and 1,106 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #5,773 in Wholesale Trade (6,080 peers)

Where Phoenix Contact Employee Investment Plan sits by assets

Phoenix Contact Employee Investment Plan sits in the top 10% of all filed plans by assets, $169M for 1,106 participants (~$152,800/participant), up 17.6% in 2024.

#5,773
in Wholesale Trade (6,080 peers)
+17.6%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Phoenix Contact Employee Investment Plan's outsized position by total assets

Phoenix Contact Employee Investment Plan vs every filed plan by assets

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

$168,996,379 Top 6% higher than 94% 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 Contact Employee Investment Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phoenix Contact Employee Investment Plan lands in the large band (1,106 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Phoenix Contact Employee Investment Plan end-of-year assets rose from $144M in the plan year 2023 filing to $169M in the plan year 2024 filing.
  • Phoenix Contact Employee Investment Plan reported participants rose from 951 in the plan year 2023 filing to 1,106 in the plan year 2024 filing.
  • Phoenix Contact Employee Investment Plan reported net income rose from $24M in the plan year 2023 filing to $25M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 752979405 · Phoenix Contact Development and Manufacturing, Inc. PY 2024 · 401(k)

Phoenix Contact Employee Investment Plan · $169M · 1,106 · 94th

  • EIN $169M
  • RANK 1,106
  • PHOTO 94th
  • IND 401(k)
  • EOY near Keyence Corporation of America Savings Plan
  • 5500 ind #5773

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 Wholesale Trade retirement plans → · Plans in Pennsylvania →

Phoenix Contact Employee Investment Plan in the asset neighbourhood

Gp Retirement Savings Plan$169MCbc Companies, Inc. Profit Sharing and Savings PlanCbc Companies, Inc. Profit S…$169MPhoenix Contact Employee Investment PlanPhoenix Contact Employee Inv…$169MKeyence Corporation of America Savings PlanKeyence Corporation of Ameri…$169MLandstar System, Inc. 401(k) Savings PlanLandstar System, Inc. 401(k)…$169M
End-of-year total assets ($M) among Phoenix Contact Employee Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$144M
Net Assets (End of Year)$169M
Net Income$25M
Employer EIN752979405
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phoenix Contact Development and Manufacturing, Inc.)

Sponsor-wide plan assets over time

All Phoenix Contact Development and Manufacturing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$169M 40.78347482486785% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $120M $169M ▲ +40.8%
Year Plans Participants Total Assets
2022 1 840 $120M
2023 1 951 $144M
2024 1 1,106 $169M

Nearby 401(k) Plans in Pennsylvania

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

Phoenix Contact Employee Investment Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Phoenix Contact Employee Investment Plan, Total assets ($B): 0.168996379 · Participants: 1106Phoenix Contact Employee Investment PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Phoenix Contact Employee Investment Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Phoenix Contact Employee Investment Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Keyence Corporation of America Savings Plan in IL ($169M); by covered participants it is Heritage Distribution Holdings 401(k) Plan in GA (1,106 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($169M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,106 participants); 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 Contact Employee Investment Plan assets move in 2024? ▼
Phoenix Contact Employee Investment Plan grew sharply - up 17.6% during 2024, from $144M to $169M. Reported net income was $25M.
How have Phoenix Contact Development and Manufacturing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phoenix Contact Development and Manufacturing, Inc.'s sponsor-wide assets grew 40.8%, from $120M to $169M.
Where does Phoenix Contact Employee Investment Plan rank by assets among Form 5500 filers? ▼
Phoenix Contact Employee Investment Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Phoenix Contact Employee Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Keyence Corporation of America Savings Plan in IL ($169M, 1,632 participants).
Which 401(k) plans cover a similar participant headcount to Phoenix Contact Employee Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Heritage Distribution Holdings 401(k) Plan in GA (1,106 participants, $89M 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 752979405.

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.