401(k) · DOL Form 5500 · 2024
Phoenix Coal Holdings, LLC 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 964
- Participants Near avg headcount
- 59th
- Percentile by assets National rank
- $12,228
- Avg per participant Low balance/head
Official DOL plan name: The Potter Companies Retirement Savings Plan · Sponsored by Phoenix Coal Holdings, LLC · Kentucky · Mining & Oil Extraction
$12M in assets, 964 participants
Phoenix Coal Holdings, LLC's The Potter Companies Retirement Savings Plan reported $12M in total assets and 964 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.
- #311 in Mining & Oil Extraction (785 peers)
Mining & Oil Extraction sector rank
Within Mining & Oil Extraction, The Potter Companies Retirement Savings Plan ranks #311 of 785 2024 filers by assets (1043% of the sector average)-$12M for 964 participants.
- #311
- in Mining & Oil Extraction (785 peers)
- +36.8%
- assets growth YoY
The Potter Companies Retirement Savings Plan's mid-pack asset rank among Mining & Oil Extraction and all filers
The Potter Companies Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,787,949 Top 41% higher than 59% 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
The Potter Companies Retirement Savings 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. The Potter Companies Retirement Savings Plan sits mid-pack in the medium band (964 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Potter Companies Retirement Savings Plan reported participants fell from 2,200 in the plan year 2023 filing to 964 in the plan year 2024 filing.
- The Potter Companies Retirement Savings Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- The Potter Companies Retirement Savings Plan end-of-year assets rose from $9M in the plan year 2023 filing to $12M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 832375765 · Phoenix Coal Holdings, LLC PY 2024 · 401(k)
The Potter Companies Retirement Savings Plan · $12M · 964 · 59th
- IND $12M
- IND 964
- IND 59th
- IND 401(k)
- IND near The Club at Admiral's Cove 401(k) Plan
- IND ind #311
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 Mining & Oil Extraction retirement plans → · Plans in Kentucky →
The Potter Companies Retirement Savings Plan in the asset neighbourhood
Mining & Oil Extraction filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $3M |
| Employer EIN | 832375765 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Phoenix Coal Holdings, LLC)
Sponsor-wide plan assets over time
All Phoenix Coal Holdings, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 83.41923691479045% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,002 | $6M |
| 2023 | 1 | 2,200 | $9M |
| 2024 | 1 | 964 | $12M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
- Humana Retirement Savings Plan $7.7B · 45,706
- UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
- Scionhealth 401(k) Plan $1.3B · 23,753
- Lexmark Savings Plan $1.2B · 1,919
The Potter Companies Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is The Club at Admiral's Cove 401(k) Plan in FL ($12M); by covered participants it is US Eye 40(K) Retirement Savings Plan in FL (964 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (964 participants); asset peers above are excluded.
- US Eye 40(K) Retirement Savings Plan (FL) 964 · 0 off
- Fullbeauty Brands, Inc. Savings and Retirement Plan (IN) 964 · 0 off
- Thompson Machinery Commerce Corporation 401(k) Plan (TN) 964 · 0 off
- U.S. Physical Therapy, Inc. 401(k) Gold Plan (TX) 964 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.