Plan5500

Phoeniz, AZ Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Phoeniz, AZ has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $20,535,586 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Phoeniz

  • 3 loaded plans hold $20.5M in reported assets across 3 sponsors.
  • The largest, Dlc Resources, Inc. Employee Stock Ownership Plan, holds 80% of reported Phoeniz plan assets.
  • Plans cover 749 participants — about 250 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$20.5MSummed across loaded plans$20,527,576
Total reported assets$20.5M$20,535,586
Total reported participants749
Total reported liabilities$8K$8,010

Reported net position

Reported assets = net assets + liabilities (summed)$20.5M total assets
Net assets$20.5MLiabilities$8K
Contributions & income
Employer contributions$584.9K
Participant contributions$404K
Total income / additions$2.6M
Expenses & distributions
Benefits paid / distributions$907K
Total expenses$924.1K
Net increase / (decrease)$1.6M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Phoeniz, AZ plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Phoeniz market comparison

Largest plan share of assets80%Dlc Resources, Inc. Employee Stock Ownership Plan
Participants per plan250Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Phoeniz

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Dlc Resources, Inc. Employee Stock Ownership Plan$16.5M
    Dlc Resources, Inc. · 2023
  2. 2
    Southwest Service Administrators Inc. Bargaining Division 401(K) Plan$3.4M
    Southwest Service Administrators Inc · 2023
  3. 3
    Automotive Personnel Network 401(K) Ps Plan$609.5K
    Automotive Personnel Network · 2023

Largest plans in Phoeniz → · Phoeniz plans by participants → · Phoeniz plans with financial data → · Phoeniz plans with provider compensation → · $1B+ plans in Phoeniz →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Phoeniz, AZ?
3 plan(s) reported by 3 sponsor(s) are loaded for Phoeniz, AZ.

Related Form 5500 pages