401(k) · DOL Form 5500 · 2023
Phoenix International Holdings, 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 177
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $106,396
- Avg per participant Below avg balance/head
Official DOL plan name: Phoenix International Holdings, Inc. Retirement Plan · Sponsored by Phoenix International Holdings, · Maryland · Professional & Technical Services
$19M in assets, 177 participants
Phoenix International Holdings,'s Phoenix International Holdings, Inc. Retirement Plan reported $19M in total assets and 177 participants in its 2023 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.
- #14,458 in Professional & Technical Services (20,321 peers)
Coverage in Maryland
Phoenix International Holdings, Inc. Retirement Plan covers 177 participants in Maryland, about 19% of the average Maryland filer (state average ~929 per filing). Assets: $19M.
- #14,458
- in Professional & Technical Services (20,321 peers)
- +18.8%
- assets growth YoY
Phoenix International Holdings, Inc. Retirement Plan's outsized position by total assets
Phoenix International Holdings, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,832,057 Top 28% higher than 72% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Phoenix International Holdings, Inc. Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phoenix International Holdings, Inc. Retirement Plan sits mid-pack in the medium band (177 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Phoenix International Holdings, Inc. Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Phoenix International Holdings, Inc. Retirement Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Phoenix International Holdings, Inc. Retirement Plan reported participants fell from 186 in the plan year 2022 filing to 177 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 261426514 · Phoenix International Holdings, PY 2023 · 401(k)
Phoenix International Holdings, Inc. Retirement Plan · $19M · 177 · 72nd
- SCH $19M
- EBSA 177
- PART 72nd
- TYPE 401(k)
- NET near D. B. Roberts, Inc. 401(k) Plan
- BOOK ind #14458
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 Professional & Technical Services retirement plans → · Plans in Maryland →
Phoenix International Holdings, Inc. Retirement Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $3M |
| Employer EIN | 261426514 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Phoenix International Holdings,)
Sponsor-wide plan assets over time
All Phoenix International Holdings, plans reported in each filing year
- Latest sponsor-wide plan assets
- $44M 43.3941166053955% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 347 | $30M |
| 2023 | 2 | 327 | $30M |
| 2024 | 2 | 331 | $44M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $47.3B · 91,511
- Marriott Retirement Savings Plan $10.2B · 96,415
- T. Rowe Price U.S. Retirement Program $4.4B · 6,292
- Nfl Player Second Career Savings Plan $4.0B · 2,767
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $2.2B · 80,121
Phoenix International Holdings, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is D. B. Roberts, Inc. 401(k) Plan in MA ($19M); by covered participants it is Purolite 401(k) Plan in PA (177 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- D. B. Roberts, Inc. 401(k) Plan (MA) $19M · 322
- One Technologies 401(k) Plan (TX) $19M · 113
- Ilmor Engineering, Inc. 401(k) Plan (MI) $19M · 144
- Jupiter Aluminum Corporation 401(k) Plan (IN) $19M · 327
Similar participant headcount
Nearest other-state filings by covered participants (177 participants); asset peers above are excluded.
- Purolite 401(k) Plan (PA) 177 · 0 off
- The Jane Pauley Community Health Center, Inc. 401(k) P/S Plan (IN) 177 · 0 off
- Pillar Construction, Inc. 401(k) Plan (VA) 177 · 0 off
- Richardson Industries, Inc. 401(k) Plan (WI) 177 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.