401(k) · DOL Form 5500 · 2024
Aquaphoenix Scientific, LLC 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 258
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $87,536
- Avg per participant Below avg balance/head
Official DOL plan name: Aquaphoenix Scientific 401(k) Plan · Sponsored by Aquaphoenix Scientific, LLC · Pennsylvania · Manufacturing
$23M in assets, 258 participants
Aquaphoenix Scientific, LLC's Aquaphoenix Scientific 401(k) Plan reported $23M in total assets and 258 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #11,132 in Manufacturing (17,777 peers)
Coverage in Pennsylvania
Aquaphoenix Scientific 401(k) Plan covers 258 participants in Pennsylvania, about 31% of the average Pennsylvania filer (state average ~822 per filing). Assets: $23M.
- #11,132
- in Manufacturing (17,777 peers)
- +76.1%
- assets growth YoY
Aquaphoenix Scientific 401(k) Plan's outsized position by total assets
Aquaphoenix Scientific 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,584,342 Top 27% higher than 73% 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
Aquaphoenix Scientific 401(k) 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. Aquaphoenix Scientific 401(k) Plan sits mid-pack in the medium band (258 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Aquaphoenix Scientific 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- Aquaphoenix Scientific 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Aquaphoenix Scientific 401(k) Plan reported participants rose from 203 in the plan year 2023 filing to 258 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 233058449 · Aquaphoenix Scientific, LLC PY 2024 · 401(k)
Aquaphoenix Scientific 401(k) Plan · $23M · 258 · 73rd
- SCH $23M
- EBSA 258
- PART 73rd
- TYPE 401(k)
- NET near Akwesasne Mohawk Casino 401(k) Plan
- BOOK ind #11132
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 Pennsylvania →
Aquaphoenix Scientific 401(k) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $1M |
| Employer EIN | 233058449 |
| Plan Effective Date | 2007-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aquaphoenix Scientific, LLC)
Sponsor-wide plan assets over time
All Aquaphoenix Scientific, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 114.85222473902566% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 200 | $11M |
| 2023 | 1 | 203 | $13M |
| 2024 | 1 | 258 | $23M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Aquaphoenix Scientific 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Akwesasne Mohawk Casino 401(k) Plan in NY ($23M); by covered participants it is Momomilk, LLC 401(k) Profit Sharing Plan in NY (258 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
Similar participant headcount
Nearest other-state filings by covered participants (258 participants); asset peers above are excluded.
- Momomilk, LLC 401(k) Profit Sharing Plan (NY) 258 · 0 off
- Clow Valve Company Hourly 401(k) Retirement Plan (AL) 258 · 0 off
- St. Petersburg Pediatrics 401(k) Plan (FL) 258 · 0 off
- R.S.M. Electron Power, Inc 401(k) Plan (NY) 258 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.