401(k) · DOL Form 5500 · 2024

The Phoenix Forge Group, LLC 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
323
Participants Below avg headcount
83rd
Percentile by assets National rank
$138,645
Avg per participant Near avg balance/head
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Official DOL plan name: The Phoenix Forge Group 401(k) Savings Plan · Sponsored by The Phoenix Forge Group, LLC · Pennsylvania · Manufacturing

$45M in assets, 323 participants

The Phoenix Forge Group, LLC's The Phoenix Forge Group 401(k) Savings Plan reported $45M in total assets and 323 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #13,472 in Manufacturing (17,777 peers)

Coverage in Pennsylvania

The Phoenix Forge Group 401(k) Savings Plan covers 323 participants in Pennsylvania, about 39% of the average Pennsylvania filer (state average ~822 per filing). Assets: $45M.

#13,472
in Manufacturing (17,777 peers)
+19.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Phoenix Forge Group 401(k) Savings Plan's outsized position by total assets

The Phoenix Forge Group 401(k) Savings Plan vs every filed plan by assets

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

$44,782,269 Top 17% higher than 83% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

The Phoenix Forge Group 401(k) 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 Phoenix Forge Group 401(k) Savings Plan sits mid-pack in the medium band (323 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Phoenix Forge Group 401(k) Savings Plan end-of-year assets rose from $38M in the plan year 2023 filing to $45M in the plan year 2024 filing.
  • The Phoenix Forge Group 401(k) Savings Plan reported net income rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 232932241 · The Phoenix Forge Group, LLC PY 2024 · 401(k)

The Phoenix Forge Group 401(k) Savings Plan · $45M · 323 · 83rd

  • BOY $45M
  • SCH 323
  • EBSA 83rd
  • PART 401(k)
  • TYPE near Safe-Guard Products International, LLC 401(k) Plan
  • NET ind #13472

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 →

The Phoenix Forge Group 401(k) Savings Plan in the asset neighbourhood

Safe-Guard Products International, LLC 401(k) PlanSafe-Guard Products Internat…$45MThe Imperial Capital, LLC 401(k) PlanThe Imperial Capital, LLC 40…$45MPresidio Components, Inc. 401(k) Profit Sharing PlanPresidio Components, Inc. 40…$45MThe Phoenix Forge Group 401(k) Savings PlanThe Phoenix Forge Group 401(…$45MChartway Federal Credit Union 401(k) Retirement Savings PlanChartway Federal Credit Unio…$45M
End-of-year total assets ($M) among The Phoenix Forge Group 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$45M
Net Income$7M
Employer EIN232932241
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Phoenix Forge Group, LLC)

Sponsor-wide plan assets over time

All The Phoenix Forge Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$45M 46.763685503651686% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $30.5M $44.8M ▲ +46.8%
Year Plans Participants Total Assets
2022 1 284 $31M
2023 1 324 $38M
2024 1 323 $45M

Nearby 401(k) Plans in Pennsylvania

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

The Phoenix Forge Group 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants The Phoenix Forge Group 401(k) Savings Plan, Total assets ($B): 0.044782269 · Participants: 323The Phoenix Forge Group 401(k) Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
The Phoenix Forge Group 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare The Phoenix Forge Group 401(k) Savings Plan side-by-side with 3 peers →

The Phoenix Forge Group 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Safe-Guard Products International, LLC 401(k) Plan in GA ($45M); by covered participants it is Branded Entertainment Network 401(k) Savings Plan in CA (323 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (323 participants); asset peers above are excluded.

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 The Phoenix Forge Group 401(k) Savings Plan assets move in 2024? ▼
The Phoenix Forge Group 401(k) Savings Plan grew sharply - up 19.4% during 2024, from $38M to $45M. Reported net income was $7M.
How have The Phoenix Forge Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Phoenix Forge Group, LLC's sponsor-wide assets grew 46.8%, from $31M to $45M.
Where does The Phoenix Forge Group 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
The Phoenix Forge Group 401(k) Savings Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Phoenix Forge Group 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Safe-Guard Products International, LLC 401(k) Plan in GA ($45M, 738 participants).
Which 401(k) plans cover a similar participant headcount to The Phoenix Forge Group 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Branded Entertainment Network 401(k) Savings Plan in CA (323 participants, $48M 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 232932241.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.