401(k) · DOL Form 5500 · 2024

Phoenix Oversight Group 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
121
Participants Small participant base
50th
Percentile by assets National rank
$62,410
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Phoenix Oversight Group 401(k) Plan · Sponsored by Phoenix Oversight Group · Virginia · Professional & Technical Services

$8M in assets, 121 participants

Phoenix Oversight Group's Phoenix Oversight Group 401(k) Plan reported $8M in total assets and 121 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,678 in Professional & Technical Services (20,173 peers)

Coverage in Virginia

Phoenix Oversight Group 401(k) Plan covers 121 participants in Virginia, about 15% of the average Virginia filer (state average ~782 per filing). Assets: $8M.

#9,678
in Professional & Technical Services (20,173 peers)
+28.3%
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 2024 · DOL Form 5500

$7,551,602 Top 50% higher than 50% 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 Oversight 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. Phoenix Oversight Group 401(k) Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Phoenix Oversight Group 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Phoenix Oversight Group 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Phoenix Oversight Group 401(k) Plan reported participants rose from 104 in the plan year 2023 filing to 121 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 474541679 · Phoenix Oversight Group PY 2024 · 401(k)

Phoenix Oversight Group 401(k) Plan · $8M · 121 · 50th

  • RANK $8M
  • PHOTO 121
  • IND 50th
  • EOY 401(k)
  • 5500 near Southeastern Spine Institute 401(k) Profit Sharing Plan
  • ASSETS ind #9678

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(…$8MSoutheastern Spine Institute 401(k) Profit Sharing PlanSoutheastern Spine Institute…$8MRw Specialties Employee Savings PlanRw Specialties Employee Savi…$8MPremier Brands of America Inc 401(k) Profit Sharing Plan & TrustPremier Brands of America In…$8MHuseby 401(k) Plan$8M
End-of-year total assets ($M) among Phoenix Oversight Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
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 -1001020304050 Total assets ($B) Participants Phoenix Oversight Group 401(k) Plan, Total assets ($B): 0.007551602 · Participants: 121Phoenix Oversight Group 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement 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 Southeastern Spine Institute 401(k) Profit Sharing Plan in SC ($8M); by covered participants it is Mwg Holdings Group, Inc. 401(k) Plan in CA (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Oversight Group 401(k) Plan assets move in 2024? ▼
Phoenix Oversight Group 401(k) Plan grew sharply - up 28.3% during 2024, from $6M to $8M. 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 Southeastern Spine Institute 401(k) Profit Sharing Plan in SC ($8M, 81 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 Mwg Holdings Group, Inc. 401(k) Plan in CA (121 participants, $104K 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 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.