401(k) · DOL Form 5500 · 2024

Phoenix Retail, LLC 401(k) Plan

Data updated 2026-08-11

$141M
Total assets
3,975
Participants
93rd
Percentile by assets
$35,484
Avg per participant
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Official DOL plan name: Phoenix Savings & Retirement Plan · Sponsored by Phoenix Retail, LLC · Ohio · Retail Trade

$141M in assets, 3,975 participants

Phoenix Retail, LLC's Phoenix Savings & Retirement Plan reported $141M in total assets and 3,975 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.

  • 93rd percentile by assets (of 123,622 plans)
  • #7,708 in Retail Trade (8,048 peers)

Coverage in Ohio

Phoenix Savings & Retirement Plan covers 3,975 participants in Ohio, 5.2x the typical Ohio plan (state average ~765 per filing). Assets: $141M.

$141M
total plan assets (2024 EOY)
3,975
covered participants
93rd
percentile by assets (of 123,622 plans)
$35,484
avg assets per participant

Where Phoenix Savings & Retirement Plan sits by total assets

Phoenix Savings & Retirement Plan vs every filed plan by assets

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

$141,049,215 Top 7% higher than 93% of 123,620 filed plans

This plan $0 $2,010,000,000 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

State
Ohio
Industry
Retail Trade

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Phoenix Savings & Retirement Plan reports 3,975 participants - 5.2x that state average ($141M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)$138M
Net Assets (End of Year)$141M
Net Income$3M
Employer EIN993094458
Plan Effective Date2007-07-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Phoenix Savings & Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Phoenix Savings & Re…, Total assets ($B): 0.141049215 · Participants: 3975Phoenix Savings & Re…GE Aerospace Retirem…, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirem…The Kroger Co. 401(k…, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k…The Progressive 401(…, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(…The Sherwin-Williams…, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams…Parker Retirement Sa…, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Sa…
Phoenix Savings & Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Phoenix Savings & Retirement Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Phoenix Savings & Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Phoenix Savings & Retirement Plan assets move in 2024? ▼
Phoenix Savings & Retirement Plan edged up modestly - up 2.2% during 2024, from $138M to $141M. Reported net income was $3M.
Where does Phoenix Savings & Retirement Plan rank by assets among Form 5500 filers? ▼
Phoenix Savings & Retirement Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Phoenix Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Inteva Products, LLC Salaried Employees' Savings and Retirement Plan in MI ($141M, 986 participants).

Next read for Phoenix Savings & Retirement Plan

Filing takeaways

Ways to act on Phoenix Savings & Retirement Plan's numbers.

  • By total assets, Phoenix Savings & Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans

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 993094458.

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.