ESOP · DOL Form 5500 · 2024
Phoenix International Holdings, Inc ESOP
Data updated 2026-07-24
- $21M
- Total assets
- 148
- Participants
- 71st
- Percentile by assets
- $144,082
- Avg per participant
Official DOL plan name: Phoenix International Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Phoenix International Holdings, Inc · Maryland · Construction
$21M in assets, 148 participants
Phoenix International Holdings, Inc's Phoenix International Holdings, Inc. Employee Stock Ownership Plan reported $21M in total assets and 148 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- 71st percentile by assets (of 116,472 plans)
Coverage in Maryland
Phoenix International Holdings, Inc. Employee Stock Ownership Plan covers 148 participants in Maryland, about 15% of the average Maryland filer (state average ~971 per filing). Assets: $21M.
- $21M
- total plan assets (2024 EOY)
- 148
- covered participants
- 71st
- percentile by assets (of 116,472 plans)
- $144,082
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Phoenix International Holdings, Inc. Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Phoenix International Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $12M in the plan year 2023 filing to $21M in the plan year 2024 filing.
- Phoenix International Holdings, Inc. Employee Stock Ownership Plan reported participants fell from 150 in the plan year 2023 filing to 148 in the plan year 2024 filing.
Participants vs Maryland filers
In Maryland, the average filing covers about 971 participants across 2,307 plans. Phoenix International Holdings, Inc. Employee Stock Ownership Plan reports 148 participants - about 15% of that state average ($21M EOY assets).
Maryland filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $12M |
| Employer EIN | 261426514 |
| Plan Effective Date | 2007-11-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Phoenix International Holdings, Inc)
| 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
- Evapco, Inc. Employee Stock Ownership Plan $1.1B · 1,803
- Westat, Inc. Employee Stock Ownership Plan $419M · 3,167
- Kci Technologies, Inc. Employee Stock Ownership Plan $392M · 1,918
- Lockheed Martin Corporation Capital Accumulation Plan $284M · 7,445
- Brown Capital Management ESOP $211M · 35
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Phoenix International Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Phoenix International Holdings, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
How have Phoenix International Holdings, Inc plan assets changed over time? ▼
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Filing takeaways
Ways to act on Phoenix International Holdings, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Phoenix International Holdings, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Maryland. Compare plans
- Phoenix International Holdings, Inc's sponsor-wide assets have grown 43.4% since 2022 across 3 plan years on file. More Construction plans
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 261426514.
Read our methodology - how this data is sourced, computed, and verified.