401(k) · DOL Form 5500 · 2024
Phoenix Taco LLC 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 730
- Participants Near avg headcount
- 38th
- Percentile by assets National rank
- $5,580
- Avg per participant Low balance/head
Official DOL plan name: Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Phoenix Taco LLC · North Carolina · Food Services & Accommodation
$4M in assets, 730 participants
Phoenix Taco LLC's Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust reported $4M in total assets and 730 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.
- #2,701 in Food Services & Accommodation (3,672 peers)
Food Services & Accommodation sector rank
Within Food Services & Accommodation, Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust ranks #2,701 of 3,672 2024 filers by assets (480% of the sector average)-$4M for 730 participants.
- #2,701
- in Food Services & Accommodation (3,672 peers)
- +73.0%
- assets growth YoY
Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Food Services & Accommodation and all filers
Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,073,138 38th percentile higher than 38% 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 Taco LLC 401(k) Profit Sharing Plan and Trust 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 Taco LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (730 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust reported participants rose from 416 in the plan year 2023 filing to 730 in the plan year 2024 filing.
- Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 562108172 · Phoenix Taco LLC PY 2024 · 401(k)
Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust · $4M · 730 · 38th
- PART $4M
- TYPE 730
- NET 38th
- BOOK 401(k)
- VS-ST near Cruise Yacht Opco 401(k) Plan
- BOY ind #2701
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 Food Services & Accommodation retirement plans → · Plans in North Carolina →
Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Food Services & Accommodation filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $679K |
| Employer EIN | 562108172 |
| Plan Effective Date | 2016-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Phoenix Taco LLC)
Sponsor-wide plan assets over time
All Phoenix Taco LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 141.4325182520475% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 311 | $2M |
| 2023 | 1 | 416 | $2M |
| 2024 | 1 | 730 | $4M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Phoenix Taco LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Cruise Yacht Opco 401(k) Plan in FL ($4M); by covered participants it is Natural History Museum Foundation Retirement Plan in CA (730 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (730 participants); asset peers above are excluded.
- Natural History Museum Foundation Retirement Plan (CA) 730 · 0 off
- Alyeska Pipeline Service Company Savings and Investment Plan for Operating Company Employees (AK) 730 · 0 off
- Andrew & Williamson Sales Company, Inc. Retirement Savings Plan (CA) 730 · 0 off
- Integrity Express 401(k) Profit Sharing Plan (OH) 730 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.