401(k) · DOL Form 5500 · 2024

Phoenix Air Group, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
308
Participants Below avg headcount
76th
Percentile by assets National rank
$87,243
Avg per participant Below avg balance/head
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Official DOL plan name: Phoenix Air Group, Inc. 401(k) Plan · Sponsored by Phoenix Air Group, Inc. · Georgia · Transportation & Warehousing

$27M in assets, 308 participants

Phoenix Air Group, Inc.'s Phoenix Air Group, Inc. 401(k) Plan reported $27M in total assets and 308 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #2,477 in Transportation & Warehousing (3,299 peers)

Coverage in Georgia

Phoenix Air Group, Inc. 401(k) Plan covers 308 participants in Georgia, about 28% of the average Georgia filer (state average ~1,096 per filing). Assets: $27M.

#2,477
in Transportation & Warehousing (3,299 peers)
+15.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Phoenix Air Group, Inc. 401(k) Plan's outsized position by total assets

Phoenix Air Group, Inc. 401(k) Plan vs every filed plan by assets

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

$26,870,815 Top 24% higher than 76% 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 Air Group, Inc. 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 Air Group, Inc. 401(k) Plan sits mid-pack in the medium band (308 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Phoenix Air Group, Inc. 401(k) Plan end-of-year assets rose from $23M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Phoenix Air Group, Inc. 401(k) Plan reported participants fell from 320 in the plan year 2023 filing to 308 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 581653300 · Phoenix Air Group, Inc. PY 2024 · 401(k)

Phoenix Air Group, Inc. 401(k) Plan · $27M · 308 · 76th

  • 5500 $27M
  • 5500 308
  • 5500 76th
  • 5500 401(k)
  • 5500 near Connolly Gallagher LLP 401(k) Profit Sharing Plan
  • 5500 ind #2477

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 Transportation & Warehousing retirement plans → · Plans in Georgia →

Phoenix Air Group, Inc. 401(k) Plan in the asset neighbourhood

Phoenix Air Group, Inc. 401(k) PlanPhoenix Air Group, Inc. 401(…$27MConnolly Gallagher LLP 401(k) Profit Sharing PlanConnolly Gallagher LLP 401(k…$27MPentastar Aviation, LLC 401(k) Savings PlanPentastar Aviation, LLC 401(…$27MRetool 401(k) Plan$27MBrethren Mutual Insurance Company 401(k) Retirement PlanBrethren Mutual Insurance Co…$27M
End-of-year total assets ($M) among Phoenix Air Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$27M
Net Income$4M
Employer EIN581653300
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phoenix Air Group, Inc.)

Sponsor-wide plan assets over time

All Phoenix Air Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 36.08327841465105% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.8M $26.9M ▲ +36.1%
Year Plans Participants Total Assets
2022 1 318 $20M
2023 1 320 $23M
2024 1 308 $27M

Nearby 401(k) Plans in Georgia

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

Phoenix Air Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Phoenix Air Group, Inc. 401(k) Plan, Total assets ($B): 0.026870815 · Participants: 308Phoenix Air Group, Inc. 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Phoenix Air Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Phoenix Air Group, Inc. 401(k) Plan side-by-side with 3 peers →

Phoenix Air Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Connolly Gallagher LLP 401(k) Profit Sharing Plan in DE ($27M); by covered participants it is Uphealth, Inc. 401(k) Plan in FL (308 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (308 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 Air Group, Inc. 401(k) Plan assets move in 2024? ▼
Phoenix Air Group, Inc. 401(k) Plan grew sharply - up 15.4% during 2024, from $23M to $27M. Reported net income was $4M.
How have Phoenix Air Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phoenix Air Group, Inc.'s sponsor-wide assets grew 36.1%, from $20M to $27M.
Where does Phoenix Air Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Phoenix Air Group, Inc. 401(k) Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Phoenix Air Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Connolly Gallagher LLP 401(k) Profit Sharing Plan in DE ($27M, 43 participants).
Which 401(k) plans cover a similar participant headcount to Phoenix Air Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Uphealth, Inc. 401(k) Plan in FL (308 participants, $7M 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 581653300.

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.