ESOP · DOL Form 5500 · 2023

Phoenix International Holdings, Inc ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
150
Participants Small participant base
62nd
Percentile by assets National rank
$76,757
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

$12M in assets, 150 participants

Phoenix International Holdings, Inc's Phoenix International Holdings, Inc. Employee Stock Ownership Plan reported $12M in total assets and 150 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #5,433 in Construction (9,030 peers)

Coverage in Maryland

Phoenix International Holdings, Inc. Employee Stock Ownership Plan covers 150 participants in Maryland, about 16% of the average Maryland filer (state average ~929 per filing). Assets: $12M.

#5,433
in Construction (9,030 peers)
-20.7%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Phoenix International Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

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

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

$11,513,579 Top 38% higher than 62% 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 International Holdings, Inc. Employee Stock Ownership 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. Employee Stock Ownership Plan sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phoenix International Holdings, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Phoenix International Holdings, Inc. Employee Stock Ownership Plan end-of-year assets fell from $15M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Phoenix International Holdings, Inc. Employee Stock Ownership Plan reported participants fell from 161 in the plan year 2022 filing to 150 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 261426514 · Phoenix International Holdings, Inc PY 2023 · ESOP

Phoenix International Holdings, Inc. Employee Stock Ownership Plan · $12M · 150 · 62nd

  • BOY $12M
  • SCH 150
  • EBSA 62nd
  • PART ESOP
  • TYPE near Bbh Employee Stock Ownership Plan
  • NET ind #5433

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

Bbh Employee Stock Ownership PlanBbh Employee Stock Ownership…$12MThe Innsbrook Corporation Employee Stock Ownership PlanThe Innsbrook Corporation Em…$12MCrescent Systems, Inc. Employee Stock Ownership Plan and TrustCrescent Systems, Inc. Emplo…$12MPhoenix International Holdings, Inc. Employee Stock Ownership PlanPhoenix International Holdin…$12MDutton-Lainson Company Employee Stock Ownership Plan and TrustDutton-Lainson Company Emplo…$12M
End-of-year total assets ($M) among Phoenix International Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)-$7M
Net Income-$1M
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. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Phoenix International Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.011513579 · Participants: 150Phoenix International Holdings, Inc. Employee Stock Ownership PlanEvapco, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.118445961 · Participants: 1617Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.406851042 · Participants: 3046Westat, Inc. Employee Stock Ownership PlanKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.335744983 · Participants: 1793Kci Technologies, Inc. Employee Stock Ownership PlanBrown Capital Management ESOP, Total assets ($B): 0.320387257 · Participants: 35Brown Capital Management ESOPLockheed Martin Corporation Capital Accumulation Plan, Total assets ($B): 0.267392826 · Participants: 5839Lockheed 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 Bbh Employee Stock Ownership Plan in GA ($12M); by covered participants it is Mclaren Technical Services, Inc. Employee Stock Ownership Plan in NJ (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 participants); asset peers above are excluded.

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 International Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Phoenix International Holdings, Inc. Employee Stock Ownership Plan declined sharply - down 20.7% during 2023, from $15M to $12M. Reported net income was -$1M.
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 Bbh Employee Stock Ownership Plan in GA ($12M, 75 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 Mclaren Technical Services, Inc. Employee Stock Ownership Plan in NJ (150 participants, $13M 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 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.