401(k) · DOL Form 5500 · 2024
Phoenix Senior Living 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 2,731
- Participants Above avg headcount
- 43rd
- Percentile by assets National rank
- $1,978
- Avg per participant Low balance/head
Official DOL plan name: Phoenix Senior Living 401(k) Plan · Sponsored by Phoenix Senior Living · Georgia · Healthcare & Social Assistance
$5M in assets, 2,731 participants
Phoenix Senior Living's Phoenix Senior Living 401(k) Plan reported $5M in total assets and 2,731 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.
- #7,899 in Healthcare & Social Assistance (16,916 peers)
Coverage in Georgia
Phoenix Senior Living 401(k) Plan covers 2,731 participants in Georgia, 2.5x the typical Georgia plan (state average ~1,096 per filing). Assets: $5M.
- #7,899
- in Healthcare & Social Assistance (16,916 peers)
- +27.1%
- assets growth YoY
Phoenix Senior Living 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Phoenix Senior Living 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,401,030 43rd percentile higher than 43% 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 Senior Living 401(k) 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. Phoenix Senior Living 401(k) Plan lands in the large band (2,731 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Phoenix Senior Living 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Phoenix Senior Living 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Phoenix Senior Living 401(k) Plan reported participants fell from 2,945 in the plan year 2023 filing to 2,731 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 274328606 · Phoenix Senior Living PY 2024 · 401(k)
Phoenix Senior Living 401(k) Plan · $5M · 2,731 · 43rd
- 5500 $5M
- ASSETS 2,731
- PCT 43rd
- EIN 401(k)
- RANK near Applewood Controls, Inc. 401(k) Profit Sharing Plan
- PHOTO ind #7899
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 Healthcare & Social Assistance retirement plans → · Plans in Georgia →
Phoenix Senior Living 401(k) Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $1M |
| Employer EIN | 274328606 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Phoenix Senior Living)
Sponsor-wide plan assets over time
All Phoenix Senior Living plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 84.10759104685089% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,716 | $3M |
| 2023 | 1 | 2,945 | $4M |
| 2024 | 1 | 2,731 | $5M |
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
Phoenix Senior Living 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Applewood Controls, Inc. 401(k) Profit Sharing Plan in MA ($5M); by covered participants it is Medix Staffing Solutions, Inc. 401(k) Plan in IL (2,731 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,731 participants); asset peers above are excluded.
- Medix Staffing Solutions, Inc. 401(k) Plan (IL) 2,731 · 0 off
- Rarebreed Veterinary Partners 401(k) Plan (ME) 2,731 · 0 off
- Hawaiian Electric Industries Retirement Savings Plan (HI) 2,732 · 1 off
- Connection Employee 401(k) and Profit Sharing Plan (NH) 2,733 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.