401(k) · DOL Form 5500 · 2024
Phoenix Financial Services, LLC 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 257
- Participants Below avg headcount
- 64th
- Percentile by assets National rank
- $58,453
- Avg per participant Low balance/head
Official DOL plan name: Phoenix Financial Services, LLC Group Retirement Plan · Sponsored by Phoenix Financial Services, LLC · South Carolina · Professional & Technical Services
$15M in assets, 257 participants
Phoenix Financial Services, LLC's Phoenix Financial Services, LLC Group Retirement Plan reported $15M in total assets and 257 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.
- #12,831 in Professional & Technical Services (20,173 peers)
Phoenix Financial Services, LLC multi-year trail
Phoenix Financial Services, LLC's plans moved +24.5% in assets from 2022 to 2024; this filing shows Phoenix Financial Services, LLC Group Retirement Plan at $15M / 257 participants.
- #12,831
- in Professional & Technical Services (20,173 peers)
- +3.3%
- assets growth YoY
Phoenix Financial Services, LLC Group Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers
Phoenix Financial Services, LLC Group Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,022,299 Top 36% higher than 64% 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
Phoenix Financial Services, LLC Group Retirement 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 Financial Services, LLC Group Retirement Plan sits mid-pack in the medium band (257 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Phoenix Financial Services, LLC Group Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $481K in the plan year 2024 filing.
- Phoenix Financial Services, LLC Group Retirement Plan reported participants rose from 247 in the plan year 2023 filing to 257 in the plan year 2024 filing.
- Phoenix Financial Services, LLC Group Retirement Plan end-of-year assets rose from $15M in the plan year 2023 filing to $15M in the plan year 2024 filing.
DOL schedule card
Filing strip 300651611 · Phoenix Financial Services, LLC PY 2024 · 401(k)
Phoenix Financial Services, LLC Group Retirement Plan · $15M · 257 · 64th
- ASSETS $15M
- PCT 257
- EIN 64th
- RANK 401(k)
- PHOTO near Aks Industries 401(k) Retirement Plan & Trust
- IND ind #12831
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 South Carolina →
Phoenix Financial Services, LLC Group Retirement Plan in the asset neighbourhood
Phoenix Financial Services, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Phoenix Financial Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 24.470967488552% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 232 | $12M |
| 2023 | 1 | 247 | $15M |
| 2024 | 1 | 257 | $15M |
Phoenix Financial Services, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $481K |
| Employer EIN | 300651611 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $4.5B · 15,095
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.8B · 9,296
- Sonoco Retirement & Savings Plan $1.7B · 11,813
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.5B · 11,878
- The Milliken Retirement Plan $1.4B · 5,733
Phoenix Financial Services, LLC Group Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Aks Industries 401(k) Retirement Plan & Trust in WA ($15M); by covered participants it is Tonoga, Inc. Profit Sharing/401(k) Plan in NY (257 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Aks Industries 401(k) Retirement Plan & Trust (WA) $15M · 318
- Pierce Companies 401(k) Plan (MT) $15M · 150
- Arona Corporation 401(k) Plan (IA) $15M · 493
- Xpert Design & Construction Ll 401(k) Profit Sharing Plan and T (KY) $15M · 193
Similar participant headcount
Nearest other-state filings by covered participants (257 participants); asset peers above are excluded.
- Tonoga, Inc. Profit Sharing/401(k) Plan (NY) 257 · 0 off
- Oak Ridge 401(k) Plan (IN) 257 · 0 off
- Wave Life Sciences USA, Inc. 401(k) Plan (MA) 257 · 0 off
- Good Samaritan Hospital Association 401(k) Plan (ND) 257 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.