401(k) · DOL Form 5500 · 2024
Tpg, Inc. 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 268
- Participants Below avg headcount
- 61st
- Percentile by assets National rank
- $48,502
- Avg per participant Low balance/head
Official DOL plan name: The Phoenix Group 401(k) Plan · Sponsored by Tpg, Inc. · Indiana · Professional & Technical Services
$13M in assets, 268 participants
Tpg, Inc.'s The Phoenix Group 401(k) Plan reported $13M in total assets and 268 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.
- #12,156 in Professional & Technical Services (20,173 peers)
Coverage in Indiana
The Phoenix Group 401(k) Plan covers 268 participants in Indiana, about 50% of the average Indiana filer (state average ~541 per filing). Assets: $13M.
- #12,156
- in Professional & Technical Services (20,173 peers)
- +20.6%
- assets growth YoY
The Phoenix Group 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
The Phoenix Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,998,643 Top 39% higher than 61% 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 Group 401(k) 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 Group 401(k) Plan sits mid-pack in the medium band (268 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Phoenix Group 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- The Phoenix Group 401(k) Plan reported participants rose from 241 in the plan year 2023 filing to 268 in the plan year 2024 filing.
- The Phoenix Group 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 611549017 · Tpg, Inc. PY 2024 · 401(k)
The Phoenix Group 401(k) Plan · $13M · 268 · 61st
- NET $13M
- BOOK 268
- VS-ST 61st
- BOY 401(k)
- SCH near Diamondrock Hospitality Limited Partnership 401(k) Plan
- EBSA ind #12156
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 Indiana →
The Phoenix Group 401(k) Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 611549017 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tpg, Inc.)
Sponsor-wide plan assets over time
All Tpg, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 56.284745425248296% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 218 | $8M |
| 2023 | 1 | 241 | $11M |
| 2024 | 1 | 268 | $13M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
The Phoenix Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Diamondrock Hospitality Limited Partnership 401(k) Plan in MD ($13M); by covered participants it is Advantage Engineers, LLC 401(k) Plan in PA (268 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (268 participants); asset peers above are excluded.
- Advantage Engineers, LLC 401(k) Plan (PA) 268 · 0 off
- Custom Home Care 401(k) Plan (IL) 268 · 0 off
- Custom Home Care 401(k) Plan (IL) 268 · 0 off
- Flight Check 401(k) Plan (IL) 268 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.