ESOP · DOL Form 5500 · 2024

Phoenix International Holdings, Inc ESOP

Data updated 2026-08-25

$21M
Total assets Small plan by assets
148
Participants Small participant base
71st
Percentile by assets National rank
$144,082
Avg per participant Near 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

$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.

  • #6,351 in Construction (9,039 peers)

Coverage in Maryland

Phoenix International Holdings, Inc. Employee Stock Ownership Plan covers 148 participants in Maryland, about 16% of the average Maryland filer (state average ~929 per filing). Assets: $21M.

#6,351
in Construction (9,039 peers)
+85.2%
assets growth YoY

Phoenix International Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets

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

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

$21,324,147 Top 29% higher than 71% 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 International Holdings, Inc. Employee Stock Ownership 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. Employee Stock Ownership Plan sits mid-pack in the medium band (148 participants).

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.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 261426514 · Phoenix International Holdings, Inc PY 2024 · ESOP

Phoenix International Holdings, Inc. Employee Stock Ownership Plan · $21M · 148 · 71st

  • EIN $21M
  • RANK 148
  • PHOTO 71st
  • IND ESOP
  • EOY near Essa Bank & Trust Employee Stock Ownership Plan
  • 5500 ind #6351

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

Vergith Contracting Company Employee Stock Ownership PlanVergith Contracting Company …$21MPhoenix International Holdings, Inc. Employee Stock Ownership PlanPhoenix International Holdin…$21MEssa Bank & Trust Employee Stock Ownership PlanEssa Bank & Trust Employee S…$21MMcfarland-Johnson, Inc. Employee Stock Ownership PlanMcfarland-Johnson, Inc. Empl…$21MDowling Corporation Employee Stock Ownership PlanDowling Corporation Employee…$21M
End-of-year total assets ($M) among Phoenix International Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$5M
Net Income$12M
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): 0.021324147 · Participants: 148Phoenix International Holdings, Inc. Employee Stock Ownership PlanEvapco, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.142811894 · Participants: 1803Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.418966511 · Participants: 3167Westat, Inc. Employee Stock Ownership PlanKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.392391805 · Participants: 1918Kci Technologies, Inc. Employee Stock Ownership PlanLockheed Martin Corporation Capital Accumulation Plan, Total assets ($B): 0.283619058 · Participants: 7445Lockheed Martin Corporation Capital Accumulation PlanBrown Capital Management ESOP, Total assets ($B): 0.211360737 · Participants: 35Brown Capital Management ESOP
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 Essa Bank & Trust Employee Stock Ownership Plan in PA ($21M); by covered participants it is Island Kinetics, Inc. Employee Stock Ownership Plan in AZ (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 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 International Holdings, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Phoenix International Holdings, Inc. Employee Stock Ownership Plan surged - up 85.2% during 2024, from $12M to $21M. Reported net income was $12M.
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 Essa Bank & Trust Employee Stock Ownership Plan in PA ($21M, 221 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 Island Kinetics, Inc. Employee Stock Ownership Plan in AZ (148 participants, $33M 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 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.