401(k) · DOL Form 5500 · 2024

Phoenix Global 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
404
Participants Below avg headcount
63rd
Percentile by assets National rank
$35,049
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Phoenix Services LLC 401(k) Plan · Sponsored by Phoenix Global · Pennsylvania · Manufacturing

$14M in assets, 404 participants

Phoenix Global's Phoenix Services LLC 401(k) Plan reported $14M in total assets and 404 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #9,041 in Manufacturing (17,777 peers)

Coverage in Pennsylvania

Phoenix Services LLC 401(k) Plan covers 404 participants in Pennsylvania, about 49% of the average Pennsylvania filer (state average ~822 per filing). Assets: $14M.

#9,041
in Manufacturing (17,777 peers)
+6.3%
assets growth YoY

Phoenix Services LLC 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Phoenix Services LLC 401(k) Plan vs every filed plan by assets

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

$14,159,630 Top 37% higher than 63% 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 Services LLC 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. Phoenix Services LLC 401(k) Plan sits mid-pack in the medium band (404 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Phoenix Services LLC 401(k) Plan reported net income rose from -$2M in the plan year 2023 filing to $844K in the plan year 2024 filing.
  • Phoenix Services LLC 401(k) Plan reported participants fell from 1,105 in the plan year 2023 filing to 404 in the plan year 2024 filing.
  • Phoenix Services LLC 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 931907691 · Phoenix Global PY 2024 · 401(k)

Phoenix Services LLC 401(k) Plan · $14M · 404 · 63rd

  • VS-ST $14M
  • BOY 404
  • SCH 63rd
  • EBSA 401(k)
  • PART near Williams Lumber Inc. 401(k) Profit Sharing Plan
  • TYPE ind #9041

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 →

Phoenix Services LLC 401(k) Plan in the asset neighbourhood

Phoenix Services LLC 401(k) PlanPhoenix Services LLC 401(k) …$14MWilliams Lumber Inc. 401(k) Profit Sharing PlanWilliams Lumber Inc. 401(k) …$14MManildra Milling Corporation Retirement PlanManildra Milling Corporation…$14MWaldon Adelman Castilla Mcnamara & Prout, Lllp Retirement PlanWaldon Adelman Castilla Mcna…$14MFirst Step 401(k) Retirement Savings Plan & TrustFirst Step 401(k) Retirement…$14M
End-of-year total assets ($M) among Phoenix Services LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$844K
Employer EIN931907691
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phoenix Global)

Sponsor-wide plan assets over time

All Phoenix Global plans reported in each filing year

Latest sponsor-wide plan assets
$14M 6.339869300679932% vs 2023
2024 filing year
$13M$13.5M$14M$14.5M 20232024 $13.3M $14.2M ▲ +6.3%
Year Plans Participants Total Assets
2023 1 1,105 $13M
2024 1 404 $14M

Nearby 401(k) Plans in Pennsylvania

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

Phoenix Services LLC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Phoenix Services LLC 401(k) Plan, Total assets ($B): 0.01415963 · Participants: 404Phoenix Services LLC 401(k) 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
Phoenix Services LLC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Phoenix Services LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Williams Lumber Inc. 401(k) Profit Sharing Plan in NY ($14M); by covered participants it is Poindexter Nut Company , Inc. 401(k) Profit Sharing Plan in CA (404 participants). Same-state nearby plans are listed separately above.

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 Services LLC 401(k) Plan assets move in 2024? ▼
Phoenix Services LLC 401(k) Plan grew at a solid clip - up 6.3% during 2024, from $13M to $14M. Reported net income was $844K.
How have Phoenix Global plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Phoenix Global's sponsor-wide assets grew 6.3%, from $13M to $14M.
Which 401(k) plans are similar in size to Phoenix Services LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Williams Lumber Inc. 401(k) Profit Sharing Plan in NY ($14M, 264 participants).
Which 401(k) plans cover a similar participant headcount to Phoenix Services LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Poindexter Nut Company , Inc. 401(k) Profit Sharing Plan in CA (404 participants, $3M 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 931907691.

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.