Phoenix Senior Living 401(k) Plan: Login, Facts & Contact Information

Phoenix Senior Living 401(k) Plan Facts

Plan name
PHOENIX SENIOR LIVING 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
PHOENIX SENIOR LIVING
Participants
3,343 (2,239 active employees)
Former employees with a balance
914
Plan assets
$5,401,030 at Dec 31, 2024
Average account balance
$1,889 across 2,859 accounts
Recordkeeper
Empower Annuity Insurance Company O
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2018
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 1, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.79 million went into the plan in contributions.
  • $1.95 million was paid out to participants.
  • Investment and other income added $566,723.
  • Administrative expenses were $244,521, about $86 per account.

How the Phoenix Senior Living 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019553$287,197—$16,484
2020969$1.03 million—$83,680
20212,496$2.28 million—$274,781
20224,362$2.93 million$0$845,242
20233,890$4.25 million$0$1.30 million
20243,343$5.40 million$0$1.95 million

Phoenix Senior Living 401(k) Contact Information

Phone
678-214-2900
Mailing address
10902 CRABAPPLE RD, ROSWELL GA 30075
Plan sponsor
PHOENIX SENIOR LIVING
Employer identification number (EIN)
27-4328606
Plan number
001

Questions about the Phoenix Senior Living 401(k)

Does Phoenix Senior Living contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Phoenix Senior Living 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Phoenix Senior Living 401(k) plan?

3,343 participants at the start of plan year 2024, 2,239 of them active employees, and 914 former employees who still had money in the plan.

What is the average 401(k) balance at Phoenix Senior Living?

About $1,889 per account: $5.40 million in plan assets across 2,859 accounts with a balance at the end of plan year 2024.

Who manages the Phoenix Senior Living 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY O) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Phoenix Senior Living. How do I access my 401(k)?

Your account stays with Empower 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.

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