ESOP · DOL Form 5500 · 2023

Phoenix Specialty Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
28
Participants Small participant base
32nd
Percentile by assets National rank
$82,863
Avg per participant Below avg balance/head
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Official DOL plan name: Phoenix Specialty Inc. Employee Stock Ownership Plan · Sponsored by Phoenix Specialty Inc. · Pennsylvania · Professional & Technical Services

$2M in assets, 28 participants

Phoenix Specialty Inc.'s Phoenix Specialty Inc. Employee Stock Ownership Plan reported $2M in total assets and 28 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,782 in Professional & Technical Services (20,321 peers)

Phoenix Specialty Inc. multi-year trail

Phoenix Specialty Inc.'s plans moved +93.0% in assets from 2023 to 2024; this filing shows Phoenix Specialty Inc. Employee Stock Ownership Plan at $2M / 28 participants.

#5,782
in Professional & Technical Services (20,321 peers)
+364.0%
assets growth YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Phoenix Specialty Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Phoenix Specialty Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,320,174 32nd percentile higher than 32% of 127,068 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 2023

Phoenix Specialty Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phoenix Specialty Inc. Employee Stock Ownership Plan is a small filing (28 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 341825021 · Phoenix Specialty Inc. PY 2023 · ESOP

Phoenix Specialty Inc. Employee Stock Ownership Plan · $2M · 28 · 32nd

  • BOY $2M
  • SCH 28
  • EBSA 32nd
  • PART ESOP
  • TYPE near Sprague's Sports, Inc. Employee Stock Ownership Plan
  • NET ind #5782

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 Pennsylvania →

Phoenix Specialty Inc. Employee Stock Ownership Plan in the asset neighbourhood

Phoenix Specialty Inc. Employee Stock Ownership PlanPhoenix Specialty Inc. Emplo…$2MSprague's Sports, Inc. Employee Stock Ownership PlanSprague's Sports, Inc. Emplo…$2MSymbria Inc. Employee Stock Ownership PlanSymbria Inc. Employee Stock …$2MInterstate Drywall Corp. Employee Stock Ownership PlanInterstate Drywall Corp. Emp…$2MLithographix, Inc. Employee Stock Ownership PlanLithographix, Inc. Employee …$2M
End-of-year total assets ($M) among Phoenix Specialty Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Phoenix Specialty Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Phoenix Specialty Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 93.04444408048707% vs 2023
2024 filing year
$2M$3M$4M$5M 20232024 $2.32M $4.48M ▲ +93.1%
Year Plans Participants Total Assets
2023 1 28 $2M
2024 1 35 $4M

Phoenix Specialty Inc. filing trail (2023)

Total Assets (Beginning of Year)$500K
Net Assets (End of Year)-$2M
Net Income-$2M
Employer EIN341825021
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Phoenix Specialty Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Phoenix Specialty Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002320174 · Participants: 28Phoenix Specialty Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
Phoenix Specialty Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Phoenix Specialty Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Sprague's Sports, Inc. Employee Stock Ownership Plan in AZ ($2M); by covered participants it is Electro-Sensors, Inc. Employee Stock Ownership Plan and Trust in MN (28 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Phoenix Specialty Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Phoenix Specialty Inc. Employee Stock Ownership Plan surged - up 364.0% during 2023, from $500K to $2M. Reported net income was -$2M.
How have Phoenix Specialty Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Phoenix Specialty Inc.'s sponsor-wide assets grew 93.0%, from $2M to $4M.
Which ESOP plans are similar in size to Phoenix Specialty Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Sprague's Sports, Inc. Employee Stock Ownership Plan in AZ ($2M, 41 participants).
Which ESOP plans cover a similar participant headcount to Phoenix Specialty Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Electro-Sensors, Inc. Employee Stock Ownership Plan and Trust in MN (28 participants, $443K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 341825021.

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.