401(k) · DOL Form 5500 · 2024
Sumco Phoenix Corporation 401(k) Plan
Data updated 2026-08-25
- $149M
- Total assets Near avg plan size
- 575
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $258,310
- Avg per participant Above avg balance/head
Official DOL plan name: Sumco Phoenix Corporation Savings and Retirement Plan · Sponsored by Sumco Phoenix Corporation · Arizona · Manufacturing
$149M in assets, 575 participants
Sumco Phoenix Corporation's Sumco Phoenix Corporation Savings and Retirement Plan reported $149M in total assets and 575 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #15,870 in Manufacturing (17,777 peers)
Where Sumco Phoenix Corporation Savings and Retirement Plan sits by assets
Sumco Phoenix Corporation Savings and Retirement Plan sits in the top 10% of all filed plans by assets, $149M for 575 participants (~$258,310/participant), up 2.0% in 2024.
- #15,870
- in Manufacturing (17,777 peers)
- +2.0%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Sumco Phoenix Corporation Savings and Retirement Plan's outsized position by total assets
Sumco Phoenix Corporation Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$148,528,418 Top 7% higher than 93% 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
Sumco Phoenix Corporation Savings and Retirement 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. Sumco Phoenix Corporation Savings and Retirement Plan sits mid-pack in the medium band (575 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sumco Phoenix Corporation Savings and Retirement Plan reported net income fell from $13M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Sumco Phoenix Corporation Savings and Retirement Plan reported participants fell from 605 in the plan year 2023 filing to 575 in the plan year 2024 filing.
- Sumco Phoenix Corporation Savings and Retirement Plan end-of-year assets rose from $146M in the plan year 2023 filing to $149M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 223014284 · Sumco Phoenix Corporation PY 2024 · 401(k)
Sumco Phoenix Corporation Savings and Retirement Plan · $149M · 575 · 93rd
- EOY $149M
- 5500 575
- ASSETS 93rd
- PCT 401(k)
- EIN near Meso Scale Diagnostics 401(k) Plan
- RANK ind #15870
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 Arizona →
Sumco Phoenix Corporation Savings and Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $146M |
|---|---|
| Net Assets (End of Year) | $149M |
| Net Income | $3M |
| Employer EIN | 223014284 |
| Plan Effective Date | 1998-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sumco Phoenix Corporation)
Sponsor-wide plan assets over time
All Sumco Phoenix Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $149M 12.15378417641325% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 633 | $132M |
| 2023 | 1 | 605 | $146M |
| 2024 | 1 | 575 | $149M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Sumco Phoenix Corporation Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Meso Scale Diagnostics 401(k) Plan in MD ($148M); by covered participants it is Rotary International 401(k) Plan in IL (575 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($149M here).
- Meso Scale Diagnostics 401(k) Plan (MD) $148M · 940
- Edw. C. Levy Co. Capital Accumulation Plan (MI) $149M · 1,334
- New American Funding, LLC 401(k) Plan (CA) $148M · 3,738
- Primed Management Consulting Services, Inc. 401(k) Plan (CA) $149M · 672
Similar participant headcount
Nearest other-state filings by covered participants (575 participants); asset peers above are excluded.
- Rotary International 401(k) Plan (IL) 575 · 0 off
- Psemi Corporation 401(k) Plan (CA) 575 · 0 off
- C & S Companies 401(k) Plan (NY) 575 · 0 off
- Exer Holding Company LLC 401(k) & Profit Sharing Plan (CA) 575 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.