401(k) · DOL Form 5500 · 2024

Phoenix Technologies, Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
71
Participants Small participant base
78th
Percentile by assets National rank
$428,503
Avg per participant High balance/head
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Official DOL plan name: Phoenix Employees Retirement Trust · Sponsored by Phoenix Technologies, Inc. · California · Professional & Technical Services

$30M in assets, 71 participants

Phoenix Technologies, Inc.'s Phoenix Employees Retirement Trust reported $30M in total assets and 71 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,651 in Professional & Technical Services (20,173 peers)

Where Phoenix Employees Retirement Trust sits by assets

Phoenix Employees Retirement Trust sits in the top quartile of all filed plans by assets, $30M for 71 participants (~$428,503/participant), up 17.6% in 2024.

#15,651
in Professional & Technical Services (20,173 peers)
+17.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Phoenix Employees Retirement Trust's outsized position by total assets

Phoenix Employees Retirement Trust vs every filed plan by assets

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

$30,423,726 Top 22% higher than 78% 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

Phoenix Employees Retirement Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phoenix Employees Retirement Trust is a small filing (71 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Phoenix Employees Retirement Trust reported net income rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Phoenix Employees Retirement Trust reported participants rose from 47 in the plan year 2023 filing to 71 in the plan year 2024 filing.
  • Phoenix Employees Retirement Trust end-of-year assets rose from $26M in the plan year 2023 filing to $30M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 854052519 · Phoenix Technologies, Inc. PY 2024 · 401(k)

Phoenix Employees Retirement Trust · $30M · 71 · 78th

  • EOY $30M
  • EOY 71
  • EOY 78th
  • EOY 401(k)
  • EOY near Eaton Cummins Automated Transmission Technologies Retirement Plan
  • EOY ind #15651

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 Professional & Technical Services retirement plans → · Plans in California →

Phoenix Employees Retirement Trust in the asset neighbourhood

Ob/Gyn Affiliates 401(k) Profit Sharing PlanOb/Gyn Affiliates 401(k) Pro…$30MPhoenix Employees Retirement TrustPhoenix Employees Retirement…$30MEaton Cummins Automated Transmission Technologies Retirement PlanEaton Cummins Automated Tran…$30MRinker Design 401(k) Plan$30MHome Buyers Warranty Corporation Tax Saver 401(k) Salary Reduction PlanHome Buyers Warranty Corpora…$30M
End-of-year total assets ($M) among Phoenix Employees Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$30M
Net Income$5M
Employer EIN854052519
Plan Effective Date1983-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phoenix Technologies, Inc.)

Sponsor-wide plan assets over time

All Phoenix Technologies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 32.51255012821044% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23M $30.4M ▲ +32.5%
Year Plans Participants Total Assets
2022 1 44 $23M
2023 1 47 $26M
2024 1 71 $30M

Nearby 401(k) Plans in California

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

Phoenix Employees Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Phoenix Employees Retirement Trust, Total assets ($B): 0.030423726 · Participants: 71Phoenix Employees Retirement TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Phoenix Employees Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Phoenix Employees Retirement Trust side-by-side with 3 peers →

Phoenix Employees Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Eaton Cummins Automated Transmission Technologies Retirement Plan in IN ($30M); by covered participants it is Council of Chief State School Officers 401(k) and Profit Sharing Plan in DC (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 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 Phoenix Employees Retirement Trust assets move in 2024? ▼
Phoenix Employees Retirement Trust grew sharply - up 17.6% during 2024, from $26M to $30M. Reported net income was $5M.
How have Phoenix Technologies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phoenix Technologies, Inc.'s sponsor-wide assets grew 32.5%, from $23M to $30M.
Where does Phoenix Employees Retirement Trust rank by assets among Form 5500 filers? ▼
Phoenix Employees Retirement Trust ranks in the 78th 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 Phoenix Employees Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Eaton Cummins Automated Transmission Technologies Retirement Plan in IN ($30M, 236 participants).
Which 401(k) plans cover a similar participant headcount to Phoenix Employees Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Council of Chief State School Officers 401(k) and Profit Sharing Plan in DC (71 participants, $21M 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 854052519.

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.