401(k) · DOL Form 5500 · 2024

Phoenix Technology Services USA Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
501
Participants Below avg headcount
77th
Percentile by assets National rank
$60,381
Avg per participant Low balance/head
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Official DOL plan name: Phoenix Technology Services 401(k) Plan · Sponsored by Phoenix Technology Services USA Inc. · Texas · Mining & Oil Extraction

$30M in assets, 501 participants

Phoenix Technology Services USA Inc.'s Phoenix Technology Services 401(k) Plan reported $30M in total assets and 501 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #493 in Mining & Oil Extraction (785 peers)

Where Phoenix Technology Services 401(k) Plan sits by assets

Phoenix Technology Services 401(k) Plan sits in the top quartile of all filed plans by assets, $30M for 501 participants (~$60,381/participant), up 36.9% in 2024.

#493
in Mining & Oil Extraction (785 peers)
+36.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Phoenix Technology Services 401(k) Plan's outsized position by total assets

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

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

$30,251,062 Top 23% higher than 77% 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 Technology Services 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 Technology Services 401(k) Plan sits mid-pack in the medium band (501 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Phoenix Technology Services 401(k) Plan end-of-year assets rose from $22M in the plan year 2023 filing to $30M in the plan year 2024 filing.
  • Phoenix Technology Services 401(k) Plan reported net income rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Phoenix Technology Services 401(k) Plan reported participants rose from 473 in the plan year 2023 filing to 501 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 760606716 · Phoenix Technology Services USA Inc. PY 2024 · 401(k)

Phoenix Technology Services 401(k) Plan · $30M · 501 · 77th

  • BOOK $30M
  • BOOK 501
  • BOOK 77th
  • BOOK 401(k)
  • BOOK near Trean Corporation 401(k) Plan
  • BOOK ind #493

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 Mining & Oil Extraction retirement plans → · Plans in Texas →

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

Phoenix Technology Services 401(k) PlanPhoenix Technology Services …$30MTrean Corporation 401(k) Plan$30MWarrior Invictus Holding Company Inc 401(k) Profit Sharing PlanWarrior Invictus Holding Com…$30MAbnormal Security 401(k) Plan$30MFreenome Holdings, Inc. 401(k) PlanFreenome Holdings, Inc. 401(…$30M
End-of-year total assets ($M) among Phoenix Technology Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$30M
Net Income$8M
Employer EIN760606716
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phoenix Technology Services USA Inc.)

Sponsor-wide plan assets over time

All Phoenix Technology Services USA Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 36.900814655702014% vs 2023
2024 filing year
$20M$25M$30M$35M 20232024 $22.1M $30.3M ▲ +36.9%
Year Plans Participants Total Assets
2023 1 473 $22M
2024 1 501 $30M

Nearby 401(k) Plans in Texas

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

Phoenix Technology Services 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Phoenix Technology Services 401(k) Plan, Total assets ($B): 0.030251062 · Participants: 501Phoenix Technology Services 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Phoenix Technology Services 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Phoenix Technology Services 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Trean Corporation 401(k) Plan in MN ($30M); by covered participants it is 14 W Administrative Services, LLC. 401(k) Savings & Retirement Plan in MD (501 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (501 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 Technology Services 401(k) Plan assets move in 2024? ▼
Phoenix Technology Services 401(k) Plan surged - up 36.9% during 2024, from $22M to $30M. Reported net income was $8M.
How have Phoenix Technology Services USA Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Phoenix Technology Services USA Inc.'s sponsor-wide assets grew 36.9%, from $22M to $30M.
Where does Phoenix Technology Services 401(k) Plan rank by assets among Form 5500 filers? ▼
Phoenix Technology Services 401(k) Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Phoenix Technology Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trean Corporation 401(k) Plan in MN ($30M, 321 participants).
Which 401(k) plans cover a similar participant headcount to Phoenix Technology Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 14 W Administrative Services, LLC. 401(k) Savings & Retirement Plan in MD (501 participants, $108M 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 760606716.

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.