401(k) · DOL Form 5500 · 2024
Phoenix International Holdings, 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 183
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $121,490
- Avg per participant Near avg balance/head
Official DOL plan name: Phoenix International Holdings, Inc. Retirement Plan · Sponsored by Phoenix International Holdings, · Maryland · Professional & Technical Services
$22M in assets, 183 participants
Phoenix International Holdings,'s Phoenix International Holdings, Inc. Retirement Plan reported $22M in total assets and 183 participants in its 2024 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.
- #14,480 in Professional & Technical Services (20,173 peers)
Coverage in Maryland
Phoenix International Holdings, Inc. Retirement Plan covers 183 participants in Maryland, about 20% of the average Maryland filer (state average ~929 per filing). Assets: $22M.
- #14,480
- in Professional & Technical Services (20,173 peers)
- +18.1%
- 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 2024 · DOL Form 5500
$22,232,715 Top 28% higher than 72% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Phoenix International Holdings, Inc. Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 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 (183 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Phoenix International Holdings, Inc. Retirement Plan end-of-year assets rose from $19M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- Phoenix International Holdings, Inc. Retirement Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Phoenix International Holdings, Inc. Retirement Plan reported participants rose from 177 in the plan year 2023 filing to 183 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 261426514 · Phoenix International Holdings, PY 2024 · 401(k)
Phoenix International Holdings, Inc. Retirement Plan · $22M · 183 · 72nd
- BOOK $22M
- BOOK 183
- BOOK 72nd
- BOOK 401(k)
- BOOK near Starkist Co. 401 (K) Plan
- BOOK ind #14480
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) | $19M |
|---|---|
| Net Assets (End of Year) | $22M |
| 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 $51.4B · 96,812
- Marriott Retirement Savings Plan $11.7B · 101,417
- T. Rowe Price U.S. Retirement Program $4.9B · 6,639
- Nfl Player Second Career Savings Plan $4.1B · 2,771
- Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees $3.0B · 18,370
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 Starkist Co. 401 (K) Plan in VA ($22M); by covered participants it is Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (183 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Starkist Co. 401 (K) Plan (VA) $22M · 152
- Wallpaper Imports Inc. Profit Sharing Plan (NJ) $22M · 217
- Workplace Elements 401(k) Savings Plan (CO) $22M · 334
- Arc-Com Fabrics, Inc. Retirement Plan (NY) $22M · 103
Similar participant headcount
Nearest other-state filings by covered participants (183 participants); asset peers above are excluded.
- Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan (TX) 183 · 0 off
- Boone Drugs, Inc. Savings Plus Plan (NC) 183 · 0 off
- Alta Planning + Design, Inc. 401(k) Profit Sharing Plan (OR) 183 · 0 off
- Critigen LLC 401(k) Plan (CO) 183 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.