401(k) · DOL Form 5500 · 2024
Phx Holdings LLC 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 301
- Participants Below avg headcount
- 57th
- Percentile by assets National rank
- $35,967
- Avg per participant Low balance/head
Official DOL plan name: Phx Holdings Retirement Plan · Sponsored by Phx Holdings LLC · Georgia · Manufacturing
$11M in assets, 301 participants
Phx Holdings LLC's Phx Holdings Retirement Plan reported $11M in total assets and 301 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.
- #7,771 in Manufacturing (17,777 peers)
Coverage in Georgia
Phx Holdings Retirement Plan covers 301 participants in Georgia, about 27% of the average Georgia filer (state average ~1,096 per filing). Assets: $11M.
- #7,771
- in Manufacturing (17,777 peers)
- +19.1%
- assets growth YoY
Phx Holdings Retirement Plan's mid-pack asset rank among Manufacturing and all filers
Phx Holdings Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,826,139 Top 43% higher than 57% 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
Phx Holdings 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. Phx Holdings Retirement Plan sits mid-pack in the medium band (301 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Phx Holdings Retirement Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Phx Holdings Retirement Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Phx Holdings Retirement Plan reported participants fell from 345 in the plan year 2023 filing to 301 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 832712734 · Phx Holdings LLC PY 2024 · 401(k)
Phx Holdings Retirement Plan · $11M · 301 · 57th
- PART $11M
- PART 301
- PART 57th
- PART 401(k)
- PART near Bend Surgery Center, LLC Profit Sharing Plan
- PART ind #7771
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 Manufacturing retirement plans → · Plans in Georgia →
Phx Holdings Retirement Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 832712734 |
| Plan Effective Date | 2008-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Phx Holdings LLC)
Sponsor-wide plan assets over time
All Phx Holdings LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 36.553758365008584% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 269 | $8M |
| 2023 | 2 | 560 | $14M |
| 2024 | 1 | 301 | $11M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
- Delta 401(k) Retirement Plan $19.0B · 89,836
- Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
- UPS 401(k) Savings Plan $14.2B · 95,250
- The Home Depot Futurebuilder $14.1B · 398,464
Phx Holdings Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Bend Surgery Center, LLC Profit Sharing Plan in OR ($11M); by covered participants it is Table Talk Pies, Inc. Retirement Savings Plan in MA (301 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Bend Surgery Center, LLC Profit Sharing Plan (OR) $11M · 145
- J. Lee Milligan, Inc. 401(k) Plan (TX) $11M · 331
- York Space Systems 401(k) Plan (CO) $11M · 195
- Pal-Tech, Inc. 401(k) Retirement Plan (VA) $11M · 34
Similar participant headcount
Nearest other-state filings by covered participants (301 participants); asset peers above are excluded.
- Table Talk Pies, Inc. Retirement Savings Plan (MA) 301 · 0 off
- Twin Management, LLC Employees Savings Trust (KY) 301 · 0 off
- Suominen 401(k) Plan (CT) 301 · 0 off
- Celero Commerce 401(k) Plan (TN) 301 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.