ESOP · DOL Form 5500 · 2022
Phoenix International Holdings, Inc ESOP
Data updated 2026-08-11
- $15M
- Total assets
- 161
- Participants
- 72nd
- Percentile by assets
- $90,224
- Avg per participant
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.
- 72nd percentile by assets (of 139,126 plans)
- #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.
- $15M
- total plan assets (2022 EOY)
- 161
- covered participants
- 72nd
- percentile by assets (of 139,126 plans)
- $90,224
- avg assets per participant
Participants vs Maryland filers
In Maryland, the average filing covers about 929 participants across 2,484 plans. Phoenix International Holdings, Inc. Employee Stock Ownership Plan reports 161 participants - about 17% of that state average ($15M EOY assets).
Maryland filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | -$6M |
| Net Income | $2M |
| Employer EIN | 261426514 |
| Plan Effective Date | 2007-11-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Phoenix International Holdings, Inc)
| 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
- Evapco, Inc. Employee Stock Ownership Plan $876M · 1,522
- Westat, Inc. Employee Stock Ownership Plan $371M · 2,842
- Brown Capital Management ESOP $368M · 34
- Kci Technologies, Inc. Employee Stock Ownership Plan $289M · 1,580
- Lockheed Martin Corporation Capital Accumulation Plan $247M · 4,213
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Phoenix International Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.
- R.L. Deppmann Company's Employee Stock Ownership Plan (MI) $15M · 61
- Hammond Group Employee Stock Ownership Plan (IN) $15M · 122
- D & S Manufacturing Company, Inc. Employee Stock Ownership Plan (WI) $15M · 101
- Moore's Electrical & Mechanical Construction, Inc. Employee Stock Ownership Plan and Trust (VA) $15M · 481
Frequently Asked Questions
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Filing takeaways
Ways to act on Phoenix International Holdings, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Phoenix International Holdings, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Maryland. Compare plans
- Phoenix International Holdings, Inc's sponsor-wide assets have grown 43.4% since 2022 across 3 plan years on file. More Construction plans