401(k) · DOL Form 5500 · 2024
Phoenix Rehabilitation and Health Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $46M
- Total assets Below avg plan size
- 1,089
- Participants Near avg headcount
- 83rd
- Percentile by assets National rank
- $42,381
- Avg per participant Low balance/head
Official DOL plan name: Phoenix Rehabilitation and Health Services, Inc. 401(k) Plan · Sponsored by Phoenix Rehabilitation and Health Services, Inc. · Pennsylvania · Healthcare & Social Assistance
$46M in assets, 1,089 participants
Phoenix Rehabilitation and Health Services, Inc.'s Phoenix Rehabilitation and Health Services, Inc. 401(k) Plan reported $46M in total assets and 1,089 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #14,474 in Healthcare & Social Assistance (16,916 peers)
Where Phoenix Rehabilitation and Health Services, Inc. 401(k) Plan sits by assets
Phoenix Rehabilitation and Health Services, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $46M for 1,089 participants (~$42,381/participant), up 24.3% in 2024.
- #14,474
- in Healthcare & Social Assistance (16,916 peers)
- +24.3%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Phoenix Rehabilitation and Health Services, Inc. 401(k) Plan's outsized position by total assets
Phoenix Rehabilitation and Health Services, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$46,152,824 Top 17% higher than 83% 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
Phoenix Rehabilitation and Health Services, Inc. 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phoenix Rehabilitation and Health Services, Inc. 401(k) Plan lands in the large band (1,089 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Phoenix Rehabilitation and Health Services, Inc. 401(k) Plan end-of-year assets rose from $37M in the plan year 2023 filing to $46M in the plan year 2024 filing.
- Phoenix Rehabilitation and Health Services, Inc. 401(k) Plan reported participants rose from 1,004 in the plan year 2023 filing to 1,089 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 232918467 · Phoenix Rehabilitation and Health Services, Inc. PY 2024 · 401(k)
Phoenix Rehabilitation and Health Services, Inc. 401(k) Plan · $46M · 1,089 · 83rd
- PHOTO $46M
- IND 1,089
- EOY 83rd
- 5500 401(k)
- ASSETS near Epstein Becker & Green, P.C. Associates' Savings Plan
- PCT ind #14474
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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →
Phoenix Rehabilitation and Health Services, Inc. 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | $9M |
| Employer EIN | 232918467 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Phoenix Rehabilitation and Health Services, Inc.)
Sponsor-wide plan assets over time
All Phoenix Rehabilitation and Health Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 63.908015549106736% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 771 | $28M |
| 2023 | 1 | 1,004 | $37M |
| 2024 | 1 | 1,089 | $46M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Phoenix Rehabilitation and Health Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Epstein Becker & Green, P.C. Associates' Savings Plan in NY ($46M); by covered participants it is Grimco, Inc. 401(k) and Profit Sharing Plan in MO (1,089 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($46M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,089 participants); asset peers above are excluded.
- Grimco, Inc. 401(k) and Profit Sharing Plan (MO) 1,089 · 0 off
- Sutter Medical Group 401(k) Profit Sharing Plan (CA) 1,089 · 0 off
- Wasserstrom Holdings Associates 401(k) Plan (OH) 1,089 · 0 off
- Craig Hospital Retirement Plan (CO) 1,089 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.