401(k) · DOL Form 5500 · 2024

Phoenix Business Investments, LLC 401(k) Plan

Data updated 2026-08-25

$248K
Total assets Small plan by assets: N/A
Participants Small participant base: 12th
Percentile by assets National rank

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Official DOL plan name: Phoenix Business Investments, LLC 401(k) · Sponsored by Phoenix Business Investments, LLC · Oklahoma · Finance & Insurance

$248K in assets, N/A participants

Phoenix Business Investments, LLC's Phoenix Business Investments, LLC 401(k) reported $248K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 12th 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.

#531 in Finance & Insurance (8,549 peers)

Phoenix Business Investments, LLC multi-year trail

Phoenix Business Investments, LLC's plans moved +24.5% in assets from 2022 to 2024; this filing shows Phoenix Business Investments, LLC 401(k) at $248K / N/A participants.

#531
in Finance & Insurance (8,549 peers): -10.3%
assets change YoY

The plan reported a net loss of $28K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Phoenix Business Investments, LLC 401(k) among the smaller filed plans by assets

Phoenix Business Investments, LLC 401(k) vs every filed plan by assets

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

$248,374 12th percentile higher than 12% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

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 Business Investments, LLC 401(k) reported net income fell from $77K in the plan year 2023 filing to -$28K in the plan year 2024 filing.
Phoenix Business Investments, LLC 401(k) reported participants fell from 6 in the plan year 2023 filing to N/A in the plan year 2024 filing.
Phoenix Business Investments, LLC 401(k) end-of-year assets fell from $277K in the plan year 2023 filing to $248K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 850611955 · Phoenix Business Investments, LLC PY 2024 · 401(k)

Phoenix Business Investments, LLC 401(k) · $248K · N/A · 12th

PART $248K
TYPE N/A
NET 12th
BOOK 401(k)
VS-ST near Pool Masters of Central Florida 401(k) Plan
BOY ind #531

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 Finance & Insurance retirement plans → · Plans in Oklahoma →

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

Phoenix Business Investments, LLC multi-year asset trail

Latest sponsor-wide plan assets: $248K 24.52945600401103% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	7	$199K
2023	1	6	$277K
2024	1	N/A	$248K

Phoenix Business Investments, LLC filing trail (2024)

Total Assets (Beginning of Year)	$277K
Net Assets (End of Year)	$248K
Net Income	-$28K
Employer EIN	850611955
Plan Effective Date	2022-04-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

Phoenix Business Investments, LLC 401(k) vs. nearby 401(k) plans in Oklahoma, assets vs. participants

Quiktrip Corporation Retirement Plan $4.8B · 13,369
The Williams Investment Plus Plan $2.0B · 5,204
Oneok, Inc. 401(k) Plan $1.4B · 4,756
Bok Financial 401(k) Plan $1.2B · 4,907
Devon Energy Corporation Incentive Savings Plan $1.1B · 1,958

Compare Phoenix Business Investments, LLC 401(k) side-by-side with 3 peers →

Phoenix Business Investments, LLC 401(k)'s closest out-of-state 401(k) peers by assets

Outside Oklahoma, the nearest 401(k) by end-of-year assets is Pool Masters of Central Florida 401(k) Plan in FL at $248K (this filing: $248K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($248K here).

Pool Masters of Central Florida 401(k) Plan (FL) $248K · 14
Elevate Fresh, Inc. 401(k) Profit Sharing Plan (IN) $248K · 4
Jace Rose Inc. 401(k) Profit Sharing Plan (OH) $248K · 3
Valensin Vineyard & Winery 401(k) Plan (CA) $248K · 2

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 Business Investments, LLC 401(k) assets move in 2024? ▼

Phoenix Business Investments, LLC 401(k) pulled back noticeably - down 10.3% during 2024, from $277K to $248K. Reported net income was -$28K.

How have Phoenix Business Investments, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Phoenix Business Investments, LLC's sponsor-wide assets grew 24.5%, from $199K to $248K.

Where does Phoenix Business Investments, LLC 401(k) rank by assets among Form 5500 filers? ▼

Phoenix Business Investments, LLC 401(k) ranks in the 12th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Phoenix Business Investments, LLC 401(k)? ▼

Among 401(k) plans in other states, the closest by assets is Pool Masters of Central Florida 401(k) Plan in FL ($248K, 14 participants).

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 850611955.