Profit Sharing · DOL Form 5500 · 2024

The Phoenix Center, Inc. Profit Sharing Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
140
Participants Small participant base
67th
Percentile by assets National rank
$122,982
Avg per participant Near avg balance/head
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Official DOL plan name: Phoenix Center Employee Retirement Plan · Sponsored by The Phoenix Center, Inc. · New Jersey · Educational Services

$17M in assets, 140 participants

The Phoenix Center, Inc.'s Phoenix Center Employee Retirement Plan reported $17M in total assets and 140 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #1,820 in Educational Services (3,638 peers)

Coverage in New Jersey

Phoenix Center Employee Retirement Plan covers 140 participants in New Jersey, about 17% of the average New Jersey filer (state average ~844 per filing). Assets: $17M.

#1,820
in Educational Services (3,638 peers)
+9.0%
assets growth YoY

Phoenix Center Employee Retirement Plan's outsized position by total assets

Phoenix Center Employee Retirement Plan vs every filed plan by assets

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

$17,217,545 Top 33% higher than 67% 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 Center Employee 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. Phoenix Center Employee Retirement Plan sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Phoenix Center Employee Retirement Plan reported net income rose from $984K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Phoenix Center Employee Retirement Plan reported participants fell from 166 in the plan year 2023 filing to 140 in the plan year 2024 filing.
  • Phoenix Center Employee Retirement Plan end-of-year assets rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 223114959 · The Phoenix Center, Inc. PY 2024 · Profit Sharing

Phoenix Center Employee Retirement Plan · $17M · 140 · 67th

  • PART $17M
  • TYPE 140
  • NET 67th
  • BOOK Profit Sharing
  • VS-ST near Konexial, Inc. Retirement Plan
  • BOY ind #1820

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 Educational Services retirement plans → · Plans in New Jersey →

Phoenix Center Employee Retirement Plan in the asset neighbourhood

Knoxville - Knox County Community Action Committee Retirement PlanKnoxville - Knox County Comm…$17MKonexial, Inc. Retirement PlanKonexial, Inc. Retirement Pl…$17MPhoenix Center Employee Retirement PlanPhoenix Center Employee Reti…$17MOpen Door Community Health Centers Profit Sharing PlanOpen Door Community Health C…$17MR.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan and TrustR.E. Sweeney Company, Inc. S…$17M
End-of-year total assets ($M) among Phoenix Center Employee Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$1M
Employer EIN223114959
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Phoenix Center, Inc.)

Sponsor-wide plan assets over time

All The Phoenix Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 16.27086167642729% vs 2022
2024 filing year
$14M$15M$16M$17M$18M 202220232024 $14.8M $17.2M ▲ +16.3%
Year Plans Participants Total Assets
2022 1 170 $15M
2023 1 166 $16M
2024 1 140 $17M

Nearby Profit Sharing Plans in New Jersey

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Phoenix Center Employee Retirement Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Phoenix Center Employee Retirement Plan, Total assets ($B): 0.017217545 · Participants: 140Phoenix Center Employee Retirement PlanErnst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.537544692 · Participants: 1666Ernst & Young Partnership Retirement (Hr-10) PlanHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.550996804 · Participants: 8865Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.508059789 · Participants: 10365Operating Engineers Local 825 Profit Sharing FundIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.684866455 · Participants: 2382IBEW Local Union No 102 Surety PlanKpmg Partner Retirement Savings Plan, Total assets ($B): 0.52416742 · Participants: 1704Kpmg Partner Retirement Savings Plan
Phoenix Center Employee Retirement Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare Phoenix Center Employee Retirement Plan side-by-side with 3 peers →

Phoenix Center Employee Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is Konexial, Inc. Retirement Plan in TN ($17M); by covered participants it is Brown Chevrolet Company, Inc. Employees Profit Sharing Plan in TX (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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 Center Employee Retirement Plan assets move in 2024? ▼
Phoenix Center Employee Retirement Plan grew at a solid clip - up 9.0% during 2024, from $16M to $17M. Reported net income was $1M.
How have The Phoenix Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Phoenix Center, Inc.'s sponsor-wide assets grew 16.3%, from $15M to $17M.
Which Profit Sharing plans are similar in size to Phoenix Center Employee Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Konexial, Inc. Retirement Plan in TN ($17M, 14 participants).
Which Profit Sharing plans cover a similar participant headcount to Phoenix Center Employee Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Brown Chevrolet Company, Inc. Employees Profit Sharing Plan in TX (140 participants, $5M 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 223114959.

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.