Phoenix Retail 401(k) plan

Phoenix Retail, LLC, Columbus, OH. EIN 99-3094458. Annual reports 2009–2024. Also filed as Express, LLC.

Phoenix Retail, LLC has one active retirement plan on file, the Phoenix Savings & Retirement Plan, with 4,983 participants and $141 million in assets in 2024. T. Rowe Price has been its recordkeeper since 2023. No traditional pension plan appears in Phoenix Retail's filings since 2009.

Active plans: 1
Participants: 4,983
Plan assets: $141 million
401(k) recordkeeper: T. Rowe Price
Plans on file: 1
Industry: Retail

The plan

Phoenix Savings & Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 99-3094458
Participants (2024): 4,983
Net assets (2024): $141 million
Recordkeeper: T. Rowe PriceEarlier: Principal (2020–2022), Wells Fargo (2012–2019)
Plan administrator: Phoenix Retail, LLC
One Express Drive
Columbus, OH 43230
(614) 474-4001As filed for 2024
In effect since: July 15, 2007

Earlier sponsor: Express, LLC (2009–2023).

Earlier plan names: Express Savings and Retirement Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,983	$141 million	T. Rowe Price
2023	4,914	$138 million	T. Rowe Price
2022	6,210	$132 million	Principal
2021	4,984	$156 million	Principal
2020	4,936	$148 million	Principal
2019	5,803	$139 million	Wells Fargo
2018	5,761	$117 million	Wells Fargo
2017	6,082	$122 million	Wells Fargo
2016	6,161	$99.7 million	Wells Fargo
2015	6,189	$88.0 million	Wells Fargo
2014	5,927	$86.0 million	Wells Fargo
2013	4,999	$77.6 million	Wells Fargo
2012	4,729	$57.8 million	Wells Fargo
2011	4,592	$43.6 million	not listed
2010	6,425	$35.6 million	not listed
2009	4,405	$21.8 million	not listed

If you had money in one of these plans

Call T. Rowe Price (troweprice.com), which runs the Phoenix Savings & Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((614) 474-4001). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Phoenix Savings & Retirement Plan

If you had money in one of these plans

What these numbers are

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