ESOP · DOL Form 5500 · 2022

Phoenix International Holdings, Inc ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
161
Participants Small participant base
72nd
Percentile by assets National rank
$90,224
Avg per participant Below avg balance/head
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Official DOL plan name: Phoenix International Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Phoenix International Holdings, Inc · Maryland · Construction

$15M in assets, 161 participants

Phoenix International Holdings, Inc's Phoenix International Holdings, Inc. Employee Stock Ownership Plan reported $15M in total assets and 161 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,115 in Construction (9,927 peers)

Coverage in Maryland

Phoenix International Holdings, Inc. Employee Stock Ownership Plan covers 161 participants in Maryland, about 17% of the average Maryland filer (state average ~929 per filing). Assets: $15M.

#7,115
in Construction (9,927 peers)
+2.1%
assets growth YoY

Phoenix International Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets

Phoenix International Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$14,526,115 Top 28% higher than 72% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Phoenix International Holdings, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phoenix International Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (161 participants).

EBSA filing schedule strip

Filing strip 261426514 · Phoenix International Holdings, Inc PY 2022 · ESOP

Phoenix International Holdings, Inc. Employee Stock Ownership Plan · $15M · 161 · 72nd

  • TYPE $15M
  • NET 161
  • BOOK 72nd
  • VS-ST ESOP
  • BOY near R.L. Deppmann Company's Employee Stock Ownership Plan
  • SCH ind #7115

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Maryland →

Phoenix International Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Hammond Group Employee Stock Ownership PlanHammond Group Employee Stock…$15MD & S Manufacturing Company, Inc. Employee Stock Ownership PlanD & S Manufacturing Company,…$15MPhoenix International Holdings, Inc. Employee Stock Ownership PlanPhoenix International Holdin…$15MR.L. Deppmann Company's Employee Stock Ownership PlanR.L. Deppmann Company's Empl…$15MMoore's Electrical & Mechanical Construction, Inc. Employee Stock Ownership Plan and TrustMoore's Electrical & Mechani…$15M
End-of-year total assets ($M) among Phoenix International Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Maryland filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)-$6M
Net Income$2M
Employer EIN261426514
Plan Effective Date2007-11-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Phoenix International Holdings, Inc)

Sponsor-wide plan assets over time

All Phoenix International Holdings, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$44M 43.3941166053955% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.4M $43.6M ▲ +43.4%
Year Plans Participants Total Assets
2022 2 347 $30M
2023 2 327 $30M
2024 2 331 $44M

Nearby ESOP Plans in Maryland

Peer ESOP plans, same state, same plan type, ranked by total assets.

Phoenix International Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants Phoenix International Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 14.526115 · Participants: 161Phoenix International Holdings, Inc. Employee Stock Ownership PlanEvapco, Inc. Employee Stock Ownership Plan, Total assets ($M): 876.198034 · Participants: 1522Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($M): 370.840695 · Participants: 2842Westat, Inc. Employee Stock Ownership PlanBrown Capital Management ESOP, Total assets ($M): 368.113953 · Participants: 34Brown Capital Management ESOPKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 288.984694 · Participants: 1580Kci Technologies, Inc. Employee Stock Ownership PlanLockheed Martin Corporation Capital Accumulation Plan, Total assets ($M): 246.809403 · Participants: 4213Lockheed Martin Corporation Capital Accumulation Plan
Phoenix International Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants
Compare Phoenix International Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Phoenix International Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Maryland, the nearest ESOP by assets is R.L. Deppmann Company's Employee Stock Ownership Plan in MI ($15M); by covered participants it is Tech-Marine Business, Inc. Employee Stock Ownership Plan in DC (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Phoenix International Holdings, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Phoenix International Holdings, Inc. Employee Stock Ownership Plan edged up modestly - up 2.1% during 2022, from $14M to $15M. Reported net income was $2M.
How have Phoenix International Holdings, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phoenix International Holdings, Inc's sponsor-wide assets grew 43.4%, from $30M to $44M.
Which ESOP plans are similar in size to Phoenix International Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is R.L. Deppmann Company's Employee Stock Ownership Plan in MI ($15M, 61 participants).
Which ESOP plans cover a similar participant headcount to Phoenix International Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Tech-Marine Business, Inc. Employee Stock Ownership Plan in DC (161 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 261426514.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.