401(k) · DOL Form 5500 · 2024

Phoenix Logistics, LLC 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
618
Participants Below avg headcount
82nd
Percentile by assets National rank
$68,846
Avg per participant Below avg balance/head
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Official DOL plan name: Phoenix Logistics, LLC 401(k) Plan · Sponsored by Phoenix Logistics, LLC · Arizona · Professional & Technical Services

$43M in assets, 618 participants

Phoenix Logistics, LLC's Phoenix Logistics, LLC 401(k) Plan reported $43M in total assets and 618 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,691 in Professional & Technical Services (20,173 peers)

Where Phoenix Logistics, LLC 401(k) Plan sits by assets

Phoenix Logistics, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $43M for 618 participants (~$68,846/participant), up 21.6% in 2024.

#16,691
in Professional & Technical Services (20,173 peers)
+21.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Phoenix Logistics, LLC 401(k) Plan's outsized position by total assets

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

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

$42,546,922 Top 18% higher than 82% 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 Logistics, LLC 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 Logistics, LLC 401(k) Plan sits mid-pack in the medium band (618 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Phoenix Logistics, LLC 401(k) Plan end-of-year assets rose from $35M in the plan year 2023 filing to $43M in the plan year 2024 filing.
  • Phoenix Logistics, LLC 401(k) Plan reported net income fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 860683885 · Phoenix Logistics, LLC PY 2024 · 401(k)

Phoenix Logistics, LLC 401(k) Plan · $43M · 618 · 82nd

  • NET $43M
  • NET 618
  • NET 82nd
  • NET 401(k)
  • NET near Carbon, Inc. 401(k) Plan
  • NET ind #16691

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 Professional & Technical Services retirement plans → · Plans in Arizona →

Phoenix Logistics, LLC 401(k) Plan in the asset neighbourhood

Phoenix Logistics, LLC 401(k) PlanPhoenix Logistics, LLC 401(k…$43MCarbon, Inc. 401(k) Plan$43MCanvas Energy LLC 401(k) Profit Sharing PlanCanvas Energy LLC 401(k) Pro…$43MPremier Dental Products Company Profit Sharing and Retirement Savings PlanPremier Dental Products Comp…$43MCornerstone Medical Group 401(k) Savings PlanCornerstone Medical Group 40…$43M
End-of-year total assets ($M) among Phoenix Logistics, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$43M
Net Income$8M
Employer EIN860683885
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phoenix Logistics, LLC)

Sponsor-wide plan assets over time

All Phoenix Logistics, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$43M 65.3264039655717% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $25.7M $42.6M ▲ +65.3%
Year Plans Participants Total Assets
2022 1 532 $26M
2023 1 615 $35M
2024 1 618 $43M

Nearby 401(k) Plans in Arizona

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

Phoenix Logistics, LLC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Phoenix Logistics, LLC 401(k) Plan, Total assets ($B): 0.042546922 · Participants: 618Phoenix Logistics, LLC 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Phoenix Logistics, LLC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Phoenix Logistics, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Carbon, Inc. 401(k) Plan in CA ($43M); by covered participants it is Fram Group Employee 401(k) Savings Plan in OH (618 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (618 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 Logistics, LLC 401(k) Plan assets move in 2024? ▼
Phoenix Logistics, LLC 401(k) Plan grew sharply - up 21.6% during 2024, from $35M to $43M. Reported net income was $8M.
How have Phoenix Logistics, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phoenix Logistics, LLC's sponsor-wide assets grew 65.3%, from $26M to $43M.
Where does Phoenix Logistics, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Phoenix Logistics, LLC 401(k) Plan ranks in the 82nd 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 Logistics, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carbon, Inc. 401(k) Plan in CA ($43M, 350 participants).
Which 401(k) plans cover a similar participant headcount to Phoenix Logistics, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fram Group Employee 401(k) Savings Plan in OH (618 participants, 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 860683885.

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.