Phoenix Retail LLC
Plan context: Phoenix Savings & Retirement Plan
EIN 99-3094458 • 3 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
3,771
2024 Assets
$141,049,215
2024 Contributions
$11,173,592
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 3 | 3,771 | $141,049,215 | $11,173,592 | $2,963iApproximate average salary by contribution assumption: employee only about $74,076 at 4% or $49,384 at 6%; with 50% employer match about $49,384 at 4% or $32,923 at 6%; with 100% employer match about $37,038 at 4% or $24,692 at 6%. |
| Phoenix Savings & Retirement Plan | - | 3,771 | $141,049,215 | $11,173,592 | $2,963iApproximate average salary by contribution assumption: employee only about $74,076 at 4% or $49,384 at 6%; with 50% employer match about $49,384 at 4% or $32,923 at 6%; with 100% employer match about $37,038 at 4% or $24,692 at 6%. |
| Phoenix Retail Severance Plan | - | 2,072 | - | - | - |
| Phoenix Retail LLC Welfare Benefit Plan | - | 2,076 | - | - | - |