401(k) · DOL Form 5500 · 2024
The University of Phoenix, Inc. 401(k) Plan
Data updated 2026-08-11
- $586M
- Total assets
- 5,686
- Participants
- 97th
- Percentile by assets
- $103,067
- Avg per participant
Official DOL plan name: The University of Phoenix, Inc. Savings and Investment Plan · Sponsored by The University of Phoenix, Inc. · Arizona · Educational Services
$586M in assets, 5,686 participants
The University of Phoenix, Inc.'s The University of Phoenix, Inc. Savings and Investment Plan reported $586M in total assets and 5,686 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 123,622 plans)
- #3,508 in Educational Services (3,638 peers)
Coverage in Arizona
The University of Phoenix, Inc. Savings and Investment Plan covers 5,686 participants in Arizona, 10x the typical Arizona plan (state average ~564 per filing). Assets: $586M.
- $586M
- total plan assets (2024 EOY)
- 5,686
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $103,067
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The University of Phoenix, Inc. Savings and Investment Plan end-of-year assets rose from $534M in the plan year 2023 filing to $586M in the plan year 2024 filing.
- The University of Phoenix, Inc. Savings and Investment Plan reported net income fell from $55M in the plan year 2023 filing to $52M in the plan year 2024 filing.
- The University of Phoenix, Inc. Savings and Investment Plan reported participants fell from 5,853 in the plan year 2023 filing to 5,686 in the plan year 2024 filing.
Participants vs Arizona filers
In Arizona, the average filing covers about 564 participants across 2,304 plans. The University of Phoenix, Inc. Savings and Investment Plan reports 5,686 participants - 10x that state average ($586M EOY assets).
Arizona filing particulars
| Total Assets (Beginning of Year) | $534M |
|---|---|
| Net Assets (End of Year) | $586M |
| Net Income | $52M |
| Employer EIN | 942473210 |
| Plan Effective Date | 1984-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The University of Phoenix, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,531 | $480M |
| 2023 | 1 | 5,853 | $534M |
| 2024 | 1 | 5,686 | $586M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
The University of Phoenix, Inc. Savings and Investment Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
- 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
Scale composition for The University of Phoenix, Inc. Savings and Investment Plan
The University of Phoenix, Inc. Savings and Investment Plan reports $586M in end-of-year assets across 5,686 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $103,067 per participant (75% of the national average assets-per-participant) . Net income for plan year 2024 was $52M.
This plan identity (EIN 942473210, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $480M to $586M (+22.2%) while covered participants moved from 6,531 to 5,686 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,531 | $480M | Open filing |
| 2023 | 5,853 | $534M | Open filing |
| 2024 · index core | 5,686 | $586M | This page |
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The University of Phoenix, Inc. Savings and Investment Plan by total assets, not by location.
- Vitesco Technologies USA, LLC 401(k) Plan (MI) $586M · 2,216
- New Century Energies, Inc. Employees' Savings and Stock Ownership Plan for Bargaining Unit Employees and Former Non-Bargaining Unit Employee (MN) $585M · 1,925
- Energizer 401(k) Plan (MO) $585M · 1,755
- Ceva 401(k) Plan (TX) $585M · 10,028
Frequently Asked Questions
How did The University of Phoenix, Inc. Savings and Investment Plan assets move in 2024? ▼
How have The University of Phoenix, Inc. plan assets changed over time? ▼
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Filing takeaways
Ways to act on The University of Phoenix, Inc. Savings and Investment Plan's numbers.
- By total assets, The University of Phoenix, Inc. Savings and Investment Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Arizona. Compare plans
- The University of Phoenix, Inc.'s sponsor-wide assets have grown 22.2% since 2022 across 3 plan years on file. More Educational Services plans