401(k) · DOL Form 5500 · 2024

Phoenix Infrastructure LLC 401(k) Plan

Data updated 2026-08-25

$84M
Total assets Below avg plan size: 574
Participants Below avg headcount: 89th
Percentile by assets National rank: $147,066
Avg per participant Above avg balance/head

Official DOL plan name: The Phoenix 401(k) Savings Plan · Sponsored by Phoenix Infrastructure LLC · Texas · Information & Media

$84M in assets, 574 participants

Phoenix Infrastructure LLC's The Phoenix 401(k) Savings Plan reported $84M in total assets and 574 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

#2,388 in Information & Media (2,822 peers)

Where The Phoenix 401(k) Savings Plan sits by assets

The Phoenix 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $84M for 574 participants (~$147,066/participant), up 9.8% in 2024.

#2,388
in Information & Media (2,822 peers): +9.8%
assets growth YoY: 0.8×
vs typical plan assets (national mean)

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

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

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

$84,416,145 Top 11% higher than 89% 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 Phoenix 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 401(k) Savings Plan sits mid-pack in the medium band (574 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%)

Plan-year Form 5500 strip

Filing strip 934539791 · Phoenix Infrastructure LLC PY 2024 · 401(k)

The Phoenix 401(k) Savings Plan · $84M · 574 · 89th

EBSA $84M
PART 574
TYPE 89th
NET 401(k)
BOOK near Connectify Hr Retirement Savings Plan
VS-ST ind #2388

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 Information & Media retirement plans → · Plans in Texas →

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

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$77M
Net Assets (End of Year)	$84M
Net Income	$8M
Employer EIN	934539791
Plan Effective Date	2017-05-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

The Phoenix 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

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

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

Outside Texas, the nearest 401(k) by assets is Connectify Hr Retirement Savings Plan in IA ($84M); by covered participants it is Nederman Holding USA, Inc. 401(k) Plan in NC (574 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($84M here).

Connectify Hr Retirement Savings Plan (IA) $84M · 1,659
Fuelcell Energy Inc. Capital Accumulation Plan (CT) $84M · 481
Diligent Corporation 401(k) Plan (NY) $84M · 781
Rahr Corporation Employees' Retirement Savings Plan (MN) $84M · 401

Similar participant headcount

Nearest other-state filings by covered participants (574 participants); asset peers above are excluded.

Nederman Holding USA, Inc. 401(k) Plan (NC) 574 · 0 off
Marketwise Solutions LLC Savings and Retirement Plan (MD) 574 · 0 off
Avesis Retirement Investment Plan (AZ) 574 · 0 off
Main Electric Supply Co. Savings and Investment Plan (CA) 574 · 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 The Phoenix 401(k) Savings Plan assets move in 2024? ▼

The Phoenix 401(k) Savings Plan grew at a solid clip - up 9.8% during 2024, from $77M to $84M. Reported net income was $8M.

Where does The Phoenix 401(k) Savings Plan rank by assets among Form 5500 filers? ▼

The Phoenix 401(k) Savings Plan ranks in the 89th 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 401(k) Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Connectify Hr Retirement Savings Plan in IA ($84M, 1,659 participants).

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

Among 401(k) plans in other states, the closest by covered participants is Nederman Holding USA, Inc. 401(k) Plan in NC (574 participants, $42M 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 934539791.