Other · DOL Form 5500 · 2024
Phoenix House Foundation Inc. Retirement Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 277
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $78,774
- Avg per participant Below avg balance/head
Official DOL plan name: The Phoenix House Foundation Inc Tax Deferred Annuity Retirement Plan · Sponsored by Phoenix House Foundation Inc. · New York · Other Services
$22M in assets, 277 participants
Phoenix House Foundation Inc.'s The Phoenix House Foundation Inc Tax Deferred Annuity Retirement Plan reported $22M in total assets and 277 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #6,538 in Other Services (7,719 peers)
Coverage in New York
The Phoenix House Foundation Inc Tax Deferred Annuity Retirement Plan covers 277 participants in New York, about 35% of the average New York filer (state average ~798 per filing). Assets: $22M.
- #6,538
- in Other Services (7,719 peers)
- +12.1%
- assets growth YoY
The Phoenix House Foundation Inc Tax Deferred Annuity Retirement Plan's outsized position by total assets
The Phoenix House Foundation Inc Tax Deferred Annuity Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,820,514 Top 28% higher than 72% 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 House Foundation Inc Tax Deferred Annuity Retirement 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 House Foundation Inc Tax Deferred Annuity Retirement Plan sits mid-pack in the medium band (277 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Phoenix House Foundation Inc Tax Deferred Annuity Retirement Plan reported net income rose from $910K in the plan year 2023 filing to $2M in the plan year 2024 filing.
- The Phoenix House Foundation Inc Tax Deferred Annuity Retirement Plan end-of-year assets rose from $19M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- The Phoenix House Foundation Inc Tax Deferred Annuity Retirement Plan reported participants rose from 267 in the plan year 2023 filing to 277 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 237013149 · Phoenix House Foundation Inc. PY 2024 · Other
The Phoenix House Foundation Inc Tax Deferred Annuity Retirement Plan · $22M · 277 · 72nd
- RANK $22M
- PHOTO 277
- IND 72nd
- EOY Other
- 5500 near Spanish Peaks Healthcare Systems 403(b) Plan
- ASSETS ind #6538
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 Other Services retirement plans → · Plans in New York →
The Phoenix House Foundation Inc Tax Deferred Annuity Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $2M |
| Employer EIN | 237013149 |
| Plan Effective Date | 1973-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Phoenix House Foundation Inc.)
Sponsor-wide plan assets over time
All Phoenix House Foundation Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 17.55716998608796% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 259 | $19M |
| 2023 | 1 | 267 | $19M |
| 2024 | 1 | 277 | $22M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
The Phoenix House Foundation Inc Tax Deferred Annuity Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Spanish Peaks Healthcare Systems 403(b) Plan in CO ($22M); by covered participants it is Georgian Court University Retirement Plan in NJ (277 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
Similar participant headcount
Nearest other-state filings by covered participants (277 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.