401(k) · DOL Form 5500 · 2024
The University of Phoenix, Inc. 401(k) Plan
Data updated 2026-08-25
- $586M
- Total assets Above avg plan size
- 5,686
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $103,067
- Avg per participant Below avg balance/head
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.
- #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.
- #3,508
- in Educational Services (3,638 peers)
- +9.7%
- assets growth YoY
- 5.9×
- vs typical plan assets (national mean)
The University of Phoenix, Inc. Savings and Investment Plan's outsized position by total assets
The University of Phoenix, Inc. Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$586,037,109 Top 3% higher than 97% 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
The University of Phoenix, Inc. Savings and Investment Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The University of Phoenix, Inc. Savings and Investment Plan lands in the large band (5,686 participants).
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.
EBSA filing schedule strip
Filing strip 942473210 · The University of Phoenix, Inc. PY 2024 · 401(k)
The University of Phoenix, Inc. Savings and Investment Plan · $586M · 5,686 · 97th
- EOY $586M
- EOY 5,686
- EOY 97th
- EOY 401(k)
- EOY near Vitesco Technologies USA, LLC 401(k) Plan
- EOY ind #3508
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 Educational Services retirement plans → · Plans in Arizona →
The University of Phoenix, Inc. Savings and Investment Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All The University of Phoenix, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $586M 22.19621956802289% vs 2022
- 2024 filing year
| 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.
- 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 |
The University of Phoenix, Inc. Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Vitesco Technologies USA, LLC 401(k) Plan in MI ($586M); by covered participants it is Owens & Minor 401(k) Savings and Retirement Plan in VA (5,686 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($586M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (5,686 participants); asset peers above are excluded.
- Owens & Minor 401(k) Savings and Retirement Plan (VA) 5,686 · 0 off
- Gobrands, Inc. 401(k) Profit Sharing Plan (PA) 5,685 · 1 off
- Xpo Logistics Retirement Savings Plan (OR) 5,689 · 3 off
- Dungarvin 401(k) Retirement Plan (MN) 5,692 · 6 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.