401(k) · DOL Form 5500 · 2024

Phoenix Investors a Limited Liability Company 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 236
Participants Below avg headcount: 49th
Percentile by assets National rank: $31,305
Avg per participant Low balance/head

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Official DOL plan name: Phoenix Investors 401(k) Plan · Sponsored by Phoenix Investors a Limited Liability Company · Wisconsin · Real Estate

$7M in assets, 236 participants

Phoenix Investors a Limited Liability Company's Phoenix Investors 401(k) Plan reported $7M in total assets and 236 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

#3,154 in Real Estate (4,605 peers)

Coverage in Wisconsin

Phoenix Investors 401(k) Plan covers 236 participants in Wisconsin, about 42% of the average Wisconsin filer (state average ~563 per filing). Assets: $7M.

#3,154
in Real Estate (4,605 peers): +31.8%
assets growth YoY

Phoenix Investors 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Phoenix Investors 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,387,932 49th percentile higher than 49% 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 Investors 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. Phoenix Investors 401(k) Plan sits mid-pack in the medium band (236 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Phoenix Investors 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Phoenix Investors 401(k) Plan reported participants rose from 210 in the plan year 2023 filing to 236 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 391785189 · Phoenix Investors a Limited Liability Company PY 2024 · 401(k)

Phoenix Investors 401(k) Plan · $7M · 236 · 49th

PCT $7M
EIN 236
RANK 49th
PHOTO 401(k)
IND near Carter Funds LLC 401(k) Plan
EOY ind #3154

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 Real Estate retirement plans → · Plans in Wisconsin →

End-of-year total assets ($M) among Phoenix Investors 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$7M
Net Income	$2M
Employer EIN	391785189
Plan Effective Date	2017-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Phoenix Investors a Limited Liability Company)

Latest sponsor-wide plan assets: $7M 89.52230601618291% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	104	$4M
2023	1	210	$6M
2024	1	236	$7M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Phoenix Investors 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $10.5B · 80,015
Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
Fiserv 401(k) Savings Plan $5.1B · 26,372
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
Rockwell Automation Retirement Savings Plan $3.8B · 9,217

Compare Phoenix Investors 401(k) Plan side-by-side with 3 peers →

Phoenix Investors 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Carter Funds LLC 401(k) Plan in FL ($7M); by covered participants it is J.B. Sullivan, Inc. Retirement Plan in IL (236 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Carter Funds LLC 401(k) Plan (FL) $7M · 218
Pieper O'brien Herr Architects Ltd. Tax Deferred 401(k) Savings Plan (GA) $7M · 45
Swiftly 401(k) Plan. (CA) $7M · 64
Eastern Highway Specialists, Inc. 401(k) Profit Sharing Plan (DE) $7M · 53

Similar participant headcount

Nearest other-state filings by covered participants (236 participants); asset peers above are excluded.

J.B. Sullivan, Inc. Retirement Plan (IL) 236 · 0 off
1888 Mills 401(k) Plan (GA) 236 · 0 off
Institutional Casework, Inc. 401(k) Plan (TN) 236 · 0 off
Common Living, Inc. 401(k) Plan (NY) 236 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Phoenix Investors 401(k) Plan assets move in 2024? ▼

Phoenix Investors 401(k) Plan surged - up 31.8% during 2024, from $6M to $7M. Reported net income was $2M.

How have Phoenix Investors a Limited Liability Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Phoenix Investors a Limited Liability Company's sponsor-wide assets grew 89.5%, from $4M to $7M.

Which 401(k) plans are similar in size to Phoenix Investors 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Carter Funds LLC 401(k) Plan in FL ($7M, 218 participants).

Which 401(k) plans cover a similar participant headcount to Phoenix Investors 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is J.B. Sullivan, Inc. Retirement Plan in IL (236 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391785189.