Phoenix Management, Inc. 401(k) Plan: Login, Facts & Contact Information
Phoenix Management, Inc. 401(k) Login
176 former Phoenix Management, Inc. employees still have money in this plan.
We don't have a verified login link for this plan's recordkeeper (Employee Incentive Plans, Inc.). Beagle can locate your account.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Phoenix Management, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jun 26, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $2.35 million went into the plan in contributions, $1.96 million of it from the employer (83%).
- $3.17 million was paid out to participants.
- Investment and other income added $1.68 million.
- Administrative expenses were $207,669, about $425 per account.
How the Phoenix Management, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 533 | $9.53 million | $2.39 million | $2.39 million |
| 2020 | 626 | $9.99 million | $2.48 million | $3.51 million |
| 2021 | 642 | $12.8 million | $2.25 million | $1.72 million |
| 2022 | 638 | $11.9 million | $2.35 million | $1.60 million |
| 2023 | 615 | $14.1 million | $2.40 million | $2.38 million |
| 2024 | 637 | $14.7 million | $1.96 million | $3.17 million |
Phoenix Management, Inc. 401(k) Contact Information
Questions about the Phoenix Management, Inc. 401(k)
Does Phoenix Management, Inc contribute to the 401(k)?
The plan does not report an employer matching arrangement on its Form 5500. It did report $1.96 million in employer contributions for plan year 2024.
Does the Phoenix Management, Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Phoenix Management, Inc 401(k) plan?
637 participants at the start of plan year 2024, 350 of them active employees, and 176 former employees who still had money in the plan.
What is the average 401(k) balance at Phoenix Management, Inc?
About $30,125 per account: $14.7 million in plan assets across 489 accounts with a balance at the end of plan year 2024.
Who manages the Phoenix Management, Inc 401(k) accounts?
EMPLOYEE INCENTIVE PLANS, INC. is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Phoenix Management, Inc. How do I access my 401(k)?
Your account stays with EMPLOYEE INCENTIVE PLANS, INC. after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.