401(k) · DOL Form 5500 · 2023

Phoenix Global 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets: 1,105
Participants Near avg headcount: 65th
Percentile by assets National rank: $12,050
Avg per participant Low balance/head

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Official DOL plan name: Phoenix Services LLC 401(k) Plan · Sponsored by Phoenix Global · Pennsylvania · Manufacturing

$13M in assets, 1,105 participants

Phoenix Global's Phoenix Services LLC 401(k) Plan reported $13M in total assets and 1,105 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

#9,830 in Manufacturing (18,722 peers)

2023 asset change

Phoenix Services LLC 401(k) Plan pulled back noticeably 11.7% in 2023 ($15M → $13M) for 1,105 participants.

#9,830
in Manufacturing (18,722 peers): -11.7%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$13,315,448 Top 35% higher than 65% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Phoenix Services LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phoenix Services LLC 401(k) Plan lands in the large band (1,105 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Plan-year Form 5500 strip

Filing strip 931907691 · Phoenix Global PY 2023 · 401(k)

Phoenix Services LLC 401(k) Plan · $13M · 1,105 · 65th

ASSETS $13M
PCT 1,105
EIN 65th
RANK 401(k)
PHOTO near Century Bank and Trust Employees Stock Ownership Plan and Trust
IND ind #9830

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 Pennsylvania →

End-of-year total assets ($M) among Phoenix Services LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Phoenix Global years around the 2023 move

Latest sponsor-wide plan assets: $14M 6.339869300679932% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	1,105	$13M
2024	1	404	$14M

2023 asset-move particulars

Total Assets (Beginning of Year)	$15M
Net Assets (End of Year)	$13M
Net Income	-$2M
Employer EIN	931907691
Plan Effective Date	2007-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Phoenix Services LLC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
Cigna 401(k) Plan $13.0B · 66,760
The Vanguard Retirement and Savings Plan $9.8B · 18,200
The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184

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

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

Outside Pennsylvania, the nearest 401(k) by assets is Century Bank and Trust Employees Stock Ownership Plan and Trust in MI ($13M); by covered participants it is Affinity Gaming Retirement Savings Plan in NV (1,105 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Century Bank and Trust Employees Stock Ownership Plan and Trust (MI) $13M · 91
Ceramicorp, Inc. Employee Savings Plan (OH) $13M · 190
66degrees, LLC 401(k) Plan (IL) $13M · 179
Wheaton Dumont Co Op Elevator 401(k) Plan (MN) $13M · 106

Similar participant headcount

Nearest other-state filings by covered participants (1,105 participants); asset peers above are excluded.

Affinity Gaming Retirement Savings Plan (NV) 1,105 · 0 off
Hall's Retirement Plan (KS) 1,105 · 0 off
Nobu 401(k) Retirement Plan (NY) 1,105 · 0 off
Golden Bear Physical Therapy Sports Injury Center, Inc. 401(k) Plan (CA) 1,105 · 0 off

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 Services LLC 401(k) Plan assets move in 2023? ▼

Phoenix Services LLC 401(k) Plan pulled back noticeably - down 11.7% during 2023, from $15M to $13M. Reported net income was -$2M.

How have Phoenix Global plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Phoenix Global's sponsor-wide assets grew 6.3%, from $13M to $14M.

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

Among 401(k) plans in other states, the closest by assets is Century Bank and Trust Employees Stock Ownership Plan and Trust in MI ($13M, 91 participants).

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

Among 401(k) plans in other states, the closest by covered participants is Affinity Gaming Retirement Savings Plan in NV (1,105 participants, $35M 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 931907691.