401(k) · DOL Form 5500 · 2023

Phoenix Oversight Group 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
104
Participants Small participant base
47th
Percentile by assets National rank
$56,595
Avg per participant Low balance/head
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Official DOL plan name: Phoenix Oversight Group 401(k) Plan · Sponsored by Phoenix Oversight Group · Virginia · Professional & Technical Services

$6M in assets, 104 participants

Phoenix Oversight Group's Phoenix Oversight Group 401(k) Plan reported $6M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,276 in Professional & Technical Services (20,321 peers)

Coverage in Virginia

Phoenix Oversight Group 401(k) Plan covers 104 participants in Virginia, about 13% of the average Virginia filer (state average ~782 per filing). Assets: $6M.

#9,276
in Professional & Technical Services (20,321 peers)
+52.9%
assets growth YoY

Phoenix Oversight Group 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Phoenix Oversight Group 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,885,921 47th percentile higher than 47% of 127,068 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 2023

Phoenix Oversight Group 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phoenix Oversight Group 401(k) Plan sits mid-pack in the medium band (104 participants).

Form 5500 schedule snapshot

Filing strip 474541679 · Phoenix Oversight Group PY 2023 · 401(k)

Phoenix Oversight Group 401(k) Plan · $6M · 104 · 47th

  • EBSA $6M
  • EBSA 104
  • EBSA 47th
  • EBSA 401(k)
  • EBSA near Mission Neighborhood Health Center 401(k) Profit Sharing Plan
  • EBSA ind #9276

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 Virginia →

Phoenix Oversight Group 401(k) Plan in the asset neighbourhood

Phoenix Oversight Group 401(k) PlanPhoenix Oversight Group 401(…$6MMission Neighborhood Health Center 401(k) Profit Sharing PlanMission Neighborhood Health …$6MBender Hatch Insurance Profit Sharing PlanBender Hatch Insurance Profi…$6MHochfelder & Weber, P.C. Cash or Deferred P/S PlanHochfelder & Weber, P.C. Cas…$6MPeople.Ai, Inc. 401(k) Plan$6M
End-of-year total assets ($M) among Phoenix Oversight Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN474541679
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phoenix Oversight Group)

Sponsor-wide plan assets over time

All Phoenix Oversight Group plans reported in each filing year

Latest sponsor-wide plan assets
$8M 28.29941142601132% vs 2023
2024 filing year
$5.5M$6M$6.5M$7M$7.5M$8M 20232024 $5.89M $7.55M ▲ +28.2%
Year Plans Participants Total Assets
2023 1 104 $6M
2024 1 121 $8M

Nearby 401(k) Plans in Virginia

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

Phoenix Oversight Group 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Phoenix Oversight Group 401(k) Plan, Total assets ($B): 0.005885921 · Participants: 104Phoenix Oversight Group 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Phoenix Oversight Group 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Phoenix Oversight Group 401(k) Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest 401(k) by assets is Mission Neighborhood Health Center 401(k) Profit Sharing Plan in CA ($6M); by covered participants it is Penn Automotive, Inc. 401(k) Plan in MI (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Phoenix Oversight Group 401(k) Plan assets move in 2023? ▼
Phoenix Oversight Group 401(k) Plan surged - up 52.9% during 2023, from $4M to $6M. Reported net income was $2M.
How have Phoenix Oversight Group plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Phoenix Oversight Group's sponsor-wide assets grew 28.3%, from $6M to $8M.
Which 401(k) plans are similar in size to Phoenix Oversight Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mission Neighborhood Health Center 401(k) Profit Sharing Plan in CA ($6M, 117 participants).
Which 401(k) plans cover a similar participant headcount to Phoenix Oversight Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Penn Automotive, Inc. 401(k) Plan in MI (104 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 474541679.

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.