ESOP · DOL Form 5500 · 2024

Phoenix Specialty Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
35
Participants Small participant base
40th
Percentile by assets National rank
$127,970
Avg per participant Near 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

$4M in assets, 35 participants

Phoenix Specialty Inc.'s Phoenix Specialty Inc. Employee Stock Ownership Plan reported $4M in total assets and 35 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,552 in Professional & Technical Services (20,173 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 $4M / 35 participants.

#7,552
in Professional & Technical Services (20,173 peers)
+93.0%
assets growth YoY

Phoenix Specialty Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

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

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,478,967 40th percentile higher than 40% of 123,620 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 2024

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

Plan-year 2024 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 (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Phoenix Specialty Inc. Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Phoenix Specialty Inc. Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Phoenix Specialty Inc. Employee Stock Ownership Plan reported participants rose from 28 in the plan year 2023 filing to 35 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 341825021 · Phoenix Specialty Inc. PY 2024 · ESOP

Phoenix Specialty Inc. Employee Stock Ownership Plan · $4M · 35 · 40th

  • SCH $4M
  • SCH 35
  • SCH 40th
  • SCH ESOP
  • SCH near Green River Employee Stock Ownership Plan
  • SCH ind #7552

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

Superior Carpet Installers, Inc. Employee Stock Ownership PlanSuperior Carpet Installers, …$4MPhoenix Specialty Inc. Employee Stock Ownership PlanPhoenix Specialty Inc. Emplo…$4MGreen River Employee Stock Ownership PlanGreen River Employee Stock O…$4MFlint Holdings Employee Stock Ownership Plan & TrustFlint Holdings Employee Stoc…$4MUnleashing Leaders, Inc Employee Stock Ownership PlanUnleashing Leaders, Inc Empl…$4M
End-of-year total assets ($M) among Phoenix Specialty Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$676K
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. -10000010000200003000040000 -20246 Total assets ($B) Participants Phoenix Specialty Inc. Employee Stock Ownership Plan, Total assets ($B): 0.004478967 · Participants: 35Phoenix Specialty Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.530536956 · Participants: 37745Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.796343385 · Participants: 544Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.721026406 · Participants: 14939Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.679618162 · Participants: 2444Centimark Corporation Employee Stock Ownership Plan and TrustD & H Employee Stock Ownership Plan, Total assets ($B): 0.313919418 · Participants: 1459D & 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 Green River Employee Stock Ownership Plan in VT ($4M); by covered participants it is Micro Craft ESOP in TN (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Phoenix Specialty Inc. Employee Stock Ownership Plan surged - up 93.0% during 2024, from $2M to $4M. 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 Green River Employee Stock Ownership Plan in VT ($4M, 40 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 Micro Craft ESOP in TN (35 participants, $108 in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.