401(k) · DOL Form 5500 · 2024

Phoenix American Incorporated 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
160
Participants Small participant base
75th
Percentile by assets National rank
$163,196
Avg per participant Above avg balance/head
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Official DOL plan name: Phoenix American Incorporated 401(k) Plan · Sponsored by Phoenix American Incorporated · California · Professional & Technical Services

$26M in assets, 160 participants

Phoenix American Incorporated's Phoenix American Incorporated 401(k) Plan reported $26M in total assets and 160 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,125 in Professional & Technical Services (20,173 peers)

Coverage in California

Phoenix American Incorporated 401(k) Plan covers 160 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $26M.

#15,125
in Professional & Technical Services (20,173 peers)
+5.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Phoenix American Incorporated 401(k) Plan's outsized position by total assets

Phoenix American Incorporated 401(k) Plan vs every filed plan by assets

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

$26,111,321 Top 25% higher than 75% 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 American Incorporated 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 American Incorporated 401(k) Plan sits mid-pack in the medium band (160 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Phoenix American Incorporated 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Phoenix American Incorporated 401(k) Plan end-of-year assets rose from $25M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Phoenix American Incorporated 401(k) Plan reported participants rose from 153 in the plan year 2023 filing to 160 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 942191861 · Phoenix American Incorporated PY 2024 · 401(k)

Phoenix American Incorporated 401(k) Plan · $26M · 160 · 75th

  • IND $26M
  • EOY 160
  • 5500 75th
  • ASSETS 401(k)
  • PCT near Schuler, Inc. Salary Savings Plan
  • EIN ind #15125

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 California →

Phoenix American Incorporated 401(k) Plan in the asset neighbourhood

Phoenix American Incorporated 401(k) PlanPhoenix American Incorporate…$26MSchuler, Inc. Salary Savings PlanSchuler, Inc. Salary Savings…$26MRocky Vista University, LLC 401(k) Retirement PlanRocky Vista University, LLC …$26MSavings Plan for Employees of Pennichuck CorporationSavings Plan for Employees o…$26MIdeal Innovations, Inc. 401(k) PlanIdeal Innovations, Inc. 401(…$26M
End-of-year total assets ($M) among Phoenix American Incorporated 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$26M
Net Income$1M
Employer EIN942191861
Plan Effective Date1995-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phoenix American Incorporated)

Sponsor-wide plan assets over time

All Phoenix American Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$26M 37.99065124962947% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.9M $26.1M ▲ +38.0%
Year Plans Participants Total Assets
2022 1 146 $19M
2023 1 153 $25M
2024 1 160 $26M

Nearby 401(k) Plans in California

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

Phoenix American Incorporated 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Phoenix American Incorporated 401(k) Plan, Total assets ($B): 0.026111321 · Participants: 160Phoenix American Incorporated 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Phoenix American Incorporated 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Phoenix American Incorporated 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Schuler, Inc. Salary Savings Plan in MI ($26M); by covered participants it is Battlefield Farms, Inc. Profit Sharing Plan in VA (160 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (160 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 American Incorporated 401(k) Plan assets move in 2024? ▼
Phoenix American Incorporated 401(k) Plan grew at a solid clip - up 5.9% during 2024, from $25M to $26M. Reported net income was $1M.
How have Phoenix American Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phoenix American Incorporated's sponsor-wide assets grew 38.0%, from $19M to $26M.
Where does Phoenix American Incorporated 401(k) Plan rank by assets among Form 5500 filers? ▼
Phoenix American Incorporated 401(k) Plan ranks in the 75th 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 American Incorporated 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Schuler, Inc. Salary Savings Plan in MI ($26M, 212 participants).
Which 401(k) plans cover a similar participant headcount to Phoenix American Incorporated 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Battlefield Farms, Inc. Profit Sharing Plan in VA (160 participants, N/A 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 942191861.

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.