401(k) · DOL Form 5500 · 2024

Phoenix Healthcare Management Services, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
154
Participants Small participant base
64th
Percentile by assets National rank
$94,227
Avg per participant Below avg balance/head
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Official DOL plan name: Phoenix Healthcare Management Services, Inc. 401(k) Plan · Sponsored by Phoenix Healthcare Management Services, Inc. · Georgia · Administrative & Support Services

$15M in assets, 154 participants

Phoenix Healthcare Management Services, Inc.'s Phoenix Healthcare Management Services, Inc. 401(k) Plan reported $15M in total assets and 154 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #3,509 in Administrative & Support Services (4,368 peers)

Coverage in Georgia

Phoenix Healthcare Management Services, Inc. 401(k) Plan covers 154 participants in Georgia, about 14% of the average Georgia filer (state average ~1,096 per filing). Assets: $15M.

#3,509
in Administrative & Support Services (4,368 peers)
+9.0%
assets growth YoY

Phoenix Healthcare Management Services, Inc. 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers

Phoenix Healthcare Management Services, Inc. 401(k) Plan vs every filed plan by assets

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

$14,510,890 Top 36% higher than 64% 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 Healthcare Management Services, 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 Healthcare Management Services, Inc. 401(k) Plan sits mid-pack in the medium band (154 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Phoenix Healthcare Management Services, Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Phoenix Healthcare Management Services, Inc. 401(k) Plan reported participants fell from 182 in the plan year 2023 filing to 154 in the plan year 2024 filing.
  • Phoenix Healthcare Management Services, Inc. 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 582002963 · Phoenix Healthcare Management Services, Inc. PY 2024 · 401(k)

Phoenix Healthcare Management Services, Inc. 401(k) Plan · $15M · 154 · 64th

  • TYPE $15M
  • NET 154
  • BOOK 64th
  • VS-ST 401(k)
  • BOY near Lillis O'malley Olson Manning Pose Templeman LLP 401(k) Plan
  • SCH ind #3509

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 Administrative & Support Services retirement plans → · Plans in Georgia →

Phoenix Healthcare Management Services, Inc. 401(k) Plan in the asset neighbourhood

Phoenix Healthcare Management Services, Inc. 401(k) PlanPhoenix Healthcare Managemen…$15MLillis O'malley Olson Manning Pose Templeman LLP 401(k) PlanLillis O'malley Olson Mannin…$15MMorguard Management Company Inc. 401(k) PlanMorguard Management Company …$15MEnergy Engineering Associates, Inc 401(k) Profit Sharing PlanEnergy Engineering Associate…$15MSolid Business Solutions 401(k) PlanSolid Business Solutions 401…$15M
End-of-year total assets ($M) among Phoenix Healthcare Management Services, 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)$13M
Net Assets (End of Year)$15M
Net Income$1M
Employer EIN582002963
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phoenix Healthcare Management Services, Inc.)

Sponsor-wide plan assets over time

All Phoenix Healthcare Management Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 22.96730812514067% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $11.8M $14.5M ▲ +23.0%
Year Plans Participants Total Assets
2022 1 162 $12M
2023 1 182 $13M
2024 1 154 $15M

Nearby 401(k) Plans in Georgia

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

Phoenix Healthcare Management Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Phoenix Healthcare Management Services, Inc. 401(k) Plan, Total assets ($B): 0.01451089 · Participants: 154Phoenix Healthcare Management Services, 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 Healthcare Management Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Phoenix Healthcare Management Services, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest 401(k) by assets is Lillis O'malley Olson Manning Pose Templeman LLP 401(k) Plan in IA ($15M); by covered participants it is 401(k) Savings Plan for Peter Marino Architect, PLLC in NY (154 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (154 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 Healthcare Management Services, Inc. 401(k) Plan assets move in 2024? ▼
Phoenix Healthcare Management Services, Inc. 401(k) Plan grew at a solid clip - up 9.0% during 2024, from $13M to $15M. Reported net income was $1M.
How have Phoenix Healthcare Management Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phoenix Healthcare Management Services, Inc.'s sponsor-wide assets grew 23.0%, from $12M to $15M.
Which 401(k) plans are similar in size to Phoenix Healthcare Management Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lillis O'malley Olson Manning Pose Templeman LLP 401(k) Plan in IA ($15M, 11 participants).
Which 401(k) plans cover a similar participant headcount to Phoenix Healthcare Management Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 401(k) Savings Plan for Peter Marino Architect, PLLC in NY (154 participants, $36M 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 582002963.

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.