Phoenix International Holdings Inc.
Plan context: Phoenix International Holdings Inc. Retirement Plan
EIN 26-1426514 • Largo, MD • 50 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
178
2024 Assets
$43,556,862
2024 Contributions
$4,349,176
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 3 | 178 | $43,556,862 | $4,349,176 | $24,434iApproximate average salary by contribution assumption: employee only about $610,839 at 4% or $407,226 at 6%; with 50% employer match about $407,226 at 4% or $271,484 at 6%; with 100% employer match about $305,420 at 4% or $203,613 at 6%. |
| Phoenix International Holdings Inc. Retirement Plan | - | 178 | $22,232,715 | $1,894,110 | $10,641iApproximate average salary by contribution assumption: employee only about $266,027 at 4% or $177,351 at 6%; with 50% employer match about $177,351 at 4% or $118,234 at 6%; with 100% employer match about $133,013 at 4% or $88,676 at 6%. |
| Phoenix International Holdings Inc. Employee Stock Ownership Plan | - | 140 | $21,324,147 | $2,455,066 | $17,536iApproximate average salary by contribution assumption: employee only about $438,405 at 4% or $292,270 at 6%; with 50% employer match about $292,270 at 4% or $194,847 at 6%; with 100% employer match about $219,202 at 4% or $146,135 at 6%. |
| Phoenix International Holdings Welfare Benefit Plan | - | 168 | - | - | - |
| 2023 | 3 | 177 | $30,345,636 | $3,990,709 | $22,546iApproximate average salary by contribution assumption: employee only about $563,659 at 4% or $375,773 at 6%; with 50% employer match about $375,773 at 4% or $250,515 at 6%; with 100% employer match about $281,830 at 4% or $187,886 at 6%. |
| Phoenix International Holdings Inc. Retirement Plan | - | 177 | $18,832,057 | $1,535,712 | $8,676iApproximate average salary by contribution assumption: employee only about $216,908 at 4% or $144,606 at 6%; with 50% employer match about $144,606 at 4% or $96,404 at 6%; with 100% employer match about $108,454 at 4% or $72,303 at 6%. |
| Phoenix International Holdings Inc. Employee Stock Ownership Plan | - | 140 | $11,513,579 | $2,454,997 | $17,536iApproximate average salary by contribution assumption: employee only about $438,392 at 4% or $292,262 at 6%; with 50% employer match about $292,262 at 4% or $194,841 at 6%; with 100% employer match about $219,196 at 4% or $146,131 at 6%. |
| Phoenix International Holdings Welfare Benefit Plan | - | 163 | - | - | - |
| 2022 | 3 | 176 | $30,375,627 | $3,953,401 | $22,463iApproximate average salary by contribution assumption: employee only about $561,563 at 4% or $374,375 at 6%; with 50% employer match about $374,375 at 4% or $249,583 at 6%; with 100% employer match about $280,781 at 4% or $187,188 at 6%. |
| Phoenix International Holdings Inc. Retirement Plan | - | 176 | $15,849,512 | $1,498,012 | $8,511iApproximate average salary by contribution assumption: employee only about $212,786 at 4% or $141,857 at 6%; with 50% employer match about $141,857 at 4% or $94,571 at 6%; with 100% employer match about $106,393 at 4% or $70,929 at 6%. |
| Phoenix International Holdings Inc. Employee Stock Ownership Plan | - | 146 | $14,526,115 | $2,455,389 | $16,818iApproximate average salary by contribution assumption: employee only about $420,443 at 4% or $280,296 at 6%; with 50% employer match about $280,296 at 4% or $186,864 at 6%; with 100% employer match about $210,222 at 4% or $140,148 at 6%. |
| Phoenix International Holdings Welfare Benefit Plan | - | 162 | - | - | - |
| 2021 | 3 | 186 | $33,249,570 | $3,918,684 | $21,068iApproximate average salary by contribution assumption: employee only about $526,705 at 4% or $351,137 at 6%; with 50% employer match about $351,137 at 4% or $234,091 at 6%; with 100% employer match about $263,352 at 4% or $175,568 at 6%. |
| Phoenix International Holdings Inc. Retirement Plan | - | 186 | $19,024,674 | $1,464,506 | $7,874iApproximate average salary by contribution assumption: employee only about $196,842 at 4% or $131,228 at 6%; with 50% employer match about $131,228 at 4% or $87,485 at 6%; with 100% employer match about $98,421 at 4% or $65,614 at 6%. |
| Phoenix International Holdings Inc. Employee Stock Ownership Plan | - | 150 | $14,224,896 | $2,454,178 | $16,361iApproximate average salary by contribution assumption: employee only about $409,030 at 4% or $272,686 at 6%; with 50% employer match about $272,686 at 4% or $181,791 at 6%; with 100% employer match about $204,515 at 4% or $136,343 at 6%. |
| Phoenix International Holdings Welfare Benefit Plan | - | 171 | - | - | - |
| 2020 | 3 | 198 | $34,137,297 | $4,108,160 | $20,748iApproximate average salary by contribution assumption: employee only about $518,707 at 4% or $345,805 at 6%; with 50% employer match about $345,805 at 4% or $230,536 at 6%; with 100% employer match about $259,354 at 4% or $172,902 at 6%. |
| Phoenix International Holdings Inc. Employee Stock Ownership Plan | - | 154 | $17,118,358 | $2,456,031 | $15,948iApproximate average salary by contribution assumption: employee only about $398,706 at 4% or $265,804 at 6%; with 50% employer match about $265,804 at 4% or $177,203 at 6%; with 100% employer match about $199,353 at 4% or $132,902 at 6%. |
| Phoenix International Holdings Inc. Retirement Plan | - | 193 | $17,018,939 | $1,652,129 | $8,560iApproximate average salary by contribution assumption: employee only about $214,006 at 4% or $142,671 at 6%; with 50% employer match about $142,671 at 4% or $95,114 at 6%; with 100% employer match about $107,003 at 4% or $71,335 at 6%. |
| Phoenix International Holdings Welfare Benefit Plan | - | 198 | - | - | - |
| 2019 | 3 | 247 | $39,055,174 | $3,577,820 | $14,485iApproximate average salary by contribution assumption: employee only about $362,128 at 4% or $241,418 at 6%; with 50% employer match about $241,418 at 4% or $160,946 at 6%; with 100% employer match about $181,064 at 4% or $120,709 at 6%. |
| Phoenix International Holdings Inc. Employee Stock Ownership Plan | - | 166 | $24,230,886 | $2,455,870 | $14,794iApproximate average salary by contribution assumption: employee only about $369,860 at 4% or $246,573 at 6%; with 50% employer match about $246,573 at 4% or $164,382 at 6%; with 100% employer match about $184,930 at 4% or $123,287 at 6%. |
| Phoenix International Holdings Inc. Retirement Plan | - | 247 | $14,824,288 | $1,121,950 | $4,542iApproximate average salary by contribution assumption: employee only about $113,558 at 4% or $75,705 at 6%; with 50% employer match about $75,705 at 4% or $50,470 at 6%; with 100% employer match about $56,779 at 4% or $37,853 at 6%. |
| Phoenix International Holdings Welfare Benefit Plan | - | 207 | - | - | - |
| 2018 | 3 | 235 | $27,604,609 | $3,196,503 | $13,602iApproximate average salary by contribution assumption: employee only about $340,054 at 4% or $226,702 at 6%; with 50% employer match about $226,702 at 4% or $151,135 at 6%; with 100% employer match about $170,027 at 4% or $113,351 at 6%. |
| Phoenix International Holdings Inc. Employee Stock Ownership Plan | - | 162 | $15,737,984 | $2,464,663 | $15,214iApproximate average salary by contribution assumption: employee only about $380,349 at 4% or $253,566 at 6%; with 50% employer match about $253,566 at 4% or $169,044 at 6%; with 100% employer match about $190,175 at 4% or $126,783 at 6%. |
| Phoenix International Holdings Inc. Retirement Plan | - | 235 | $11,866,625 | $731,840 | $3,114iApproximate average salary by contribution assumption: employee only about $77,855 at 4% or $51,904 at 6%; with 50% employer match about $51,904 at 4% or $34,602 at 6%; with 100% employer match about $38,928 at 4% or $25,952 at 6%. |
| Phoenix International Holdings Welfare Benefit Plan | - | 196 | - | - | - |
| 2017 | 3 | 229 | $29,146,902 | $3,724,331 | $16,263iApproximate average salary by contribution assumption: employee only about $406,586 at 4% or $271,058 at 6%; with 50% employer match about $271,058 at 4% or $180,705 at 6%; with 100% employer match about $203,293 at 4% or $135,529 at 6%. |
| Phoenix International Holdings Inc. Retirement Plan | - | 229 | $14,632,179 | $1,269,901 | $5,545iApproximate average salary by contribution assumption: employee only about $138,635 at 4% or $92,424 at 6%; with 50% employer match about $92,424 at 4% or $61,616 at 6%; with 100% employer match about $69,318 at 4% or $46,212 at 6%. |
| Phoenix International Holdings Inc. Employee Stock Ownership Plan | - | 175 | $14,514,723 | $2,454,430 | $14,025iApproximate average salary by contribution assumption: employee only about $350,633 at 4% or $233,755 at 6%; with 50% employer match about $233,755 at 4% or $155,837 at 6%; with 100% employer match about $175,316 at 4% or $116,878 at 6%. |
| Phoenix International Holdings Welfare Benefit Plan | - | 211 | - | - | - |
| 2016 | 3 | 227 | $16,810,870 | $3,135,115 | $13,811iApproximate average salary by contribution assumption: employee only about $345,277 at 4% or $230,185 at 6%; with 50% employer match about $230,185 at 4% or $153,456 at 6%; with 100% employer match about $172,638 at 4% or $115,092 at 6%. |
| Phoenix International Holdings Inc. Retirement Plan | - | 227 | $11,865,527 | $679,912 | $2,995iApproximate average salary by contribution assumption: employee only about $74,880 at 4% or $49,920 at 6%; with 50% employer match about $49,920 at 4% or $33,280 at 6%; with 100% employer match about $37,440 at 4% or $24,960 at 6%. |
| Phoenix International Holdings Inc. Employee Stock Ownership Plan | - | 175 | $4,945,343 | $2,455,203 | $14,030iApproximate average salary by contribution assumption: employee only about $350,743 at 4% or $233,829 at 6%; with 50% employer match about $233,829 at 4% or $155,886 at 6%; with 100% employer match about $175,372 at 4% or $116,914 at 6%. |
| Phoenix International Holdings Welfare Benefit Plan | - | 208 | - | - | - |
| 2015 | 3 | 194 | $13,839,966 | $3,079,997 | $15,876iApproximate average salary by contribution assumption: employee only about $396,907 at 4% or $264,605 at 6%; with 50% employer match about $264,605 at 4% or $176,403 at 6%; with 100% employer match about $198,453 at 4% or $132,302 at 6%. |
| Phoenix International Holdings Inc. Retirement Plan | - | 185 | $11,438,177 | $625,819 | $3,383iApproximate average salary by contribution assumption: employee only about $84,570 at 4% or $56,380 at 6%; with 50% employer match about $56,380 at 4% or $37,587 at 6%; with 100% employer match about $42,285 at 4% or $28,190 at 6%. |
| Phoenix International Holdings Inc. Employee Stock Ownership Plan | - | 166 | $2,401,789 | $2,454,178 | $14,784iApproximate average salary by contribution assumption: employee only about $369,605 at 4% or $246,403 at 6%; with 50% employer match about $246,403 at 4% or $164,269 at 6%; with 100% employer match about $184,803 at 4% or $123,202 at 6%. |
| Phoenix International Holdings Welfare Benefit Plan | - | 194 | - | - | - |
| 2014 | 3 | 213 | $14,356,032 | $3,101,371 | $14,560iApproximate average salary by contribution assumption: employee only about $364,011 at 4% or $242,674 at 6%; with 50% employer match about $242,674 at 4% or $161,783 at 6%; with 100% employer match about $182,005 at 4% or $121,337 at 6%. |
| Phoenix International Holdings Inc. Retirement Plan | - | 213 | $11,529,337 | $636,950 | $2,990iApproximate average salary by contribution assumption: employee only about $74,759 at 4% or $49,840 at 6%; with 50% employer match about $49,840 at 4% or $33,226 at 6%; with 100% employer match about $37,380 at 4% or $24,920 at 6%. |
| Phoenix International Holdings Inc. Employee Stock Ownership Plan | - | 159 | $2,826,695 | $2,464,421 | $15,500iApproximate average salary by contribution assumption: employee only about $387,488 at 4% or $258,325 at 6%; with 50% employer match about $258,325 at 4% or $172,217 at 6%; with 100% employer match about $193,744 at 4% or $129,163 at 6%. |
| Phoenix International Holdings Welfare Benefit Plan | - | 190 | - | - | - |
| 2013 | 3 | 197 | $10,782,892 | $3,278,903 | $16,644iApproximate average salary by contribution assumption: employee only about $416,104 at 4% or $277,403 at 6%; with 50% employer match about $277,403 at 4% or $184,935 at 6%; with 100% employer match about $208,052 at 4% or $138,701 at 6%. |
| Phoenix International Holdings Inc. Retirement Plan | - | 197 | $10,681,153 | $824,695 | $4,186iApproximate average salary by contribution assumption: employee only about $104,657 at 4% or $69,771 at 6%; with 50% employer match about $69,771 at 4% or $46,514 at 6%; with 100% employer match about $52,328 at 4% or $34,886 at 6%. |
| Phoenix International Holdings Inc. Employee Stock Ownership Plan | - | 158 | $101,739 | $2,454,208 | $15,533iApproximate average salary by contribution assumption: employee only about $388,324 at 4% or $258,883 at 6%; with 50% employer match about $258,883 at 4% or $172,588 at 6%; with 100% employer match about $194,162 at 4% or $129,441 at 6%. |
| Phoenix International Holdings Welfare Benefit Plan | - | 178 | - | - | - |
| 2012 | 3 | 195 | $9,967,986 | $3,142,581 | $16,116iApproximate average salary by contribution assumption: employee only about $402,895 at 4% or $268,597 at 6%; with 50% employer match about $268,597 at 4% or $179,064 at 6%; with 100% employer match about $201,448 at 4% or $134,298 at 6%. |
| Phoenix International Holdings Inc. Retirement Plan | - | 195 | $9,087,692 | $684,109 | $3,508iApproximate average salary by contribution assumption: employee only about $87,706 at 4% or $58,471 at 6%; with 50% employer match about $58,471 at 4% or $38,981 at 6%; with 100% employer match about $43,853 at 4% or $29,235 at 6%. |
| Phoenix International Holdings Inc. Employee Stock Ownership Plan | - | 169 | $880,294 | $2,458,472 | $14,547iApproximate average salary by contribution assumption: employee only about $363,679 at 4% or $242,453 at 6%; with 50% employer match about $242,453 at 4% or $161,635 at 6%; with 100% employer match about $181,840 at 4% or $121,226 at 6%. |
| Phoenix International Holdings Welfare Benefit Plan | - | 177 | - | - | - |
| 2011 | 3 | 183 | $8,813,779 | $2,974,353 | $16,253iApproximate average salary by contribution assumption: employee only about $406,332 at 4% or $270,888 at 6%; with 50% employer match about $270,888 at 4% or $180,592 at 6%; with 100% employer match about $203,166 at 4% or $135,444 at 6%. |
| Phoenix International Holdings Inc. Retirement Plan | - | 183 | $7,764,515 | $520,175 | $2,842iApproximate average salary by contribution assumption: employee only about $71,062 at 4% or $47,375 at 6%; with 50% employer match about $47,375 at 4% or $31,583 at 6%; with 100% employer match about $35,531 at 4% or $23,687 at 6%. |
| Phoenix International Holdings Inc. Employee Stock Ownership Plan | - | 163 | $1,049,264 | $2,454,178 | $15,056iApproximate average salary by contribution assumption: employee only about $376,408 at 4% or $250,938 at 6%; with 50% employer match about $250,938 at 4% or $167,292 at 6%; with 100% employer match about $188,204 at 4% or $125,469 at 6%. |
| Phoenix International Holdings Welfare Benefit Plan | - | 172 | - | - | - |
| 2010 | 3 | 192 | $7,792,794 | $2,926,609 | $15,243iApproximate average salary by contribution assumption: employee only about $381,069 at 4% or $254,046 at 6%; with 50% employer match about $254,046 at 4% or $169,364 at 6%; with 100% employer match about $190,534 at 4% or $127,023 at 6%. |
| Phoenix International Holdings Inc. Retirement Plan | - | 192 | $7,693,222 | $472,431 | $2,461iApproximate average salary by contribution assumption: employee only about $61,514 at 4% or $41,010 at 6%; with 50% employer match about $41,010 at 4% or $27,340 at 6%; with 100% employer match about $30,757 at 4% or $20,505 at 6%. |
| Phoenix International Holdings Inc. Employee Stock Ownership Plan | - | 169 | $99,572 | $2,454,178 | $14,522iApproximate average salary by contribution assumption: employee only about $363,044 at 4% or $242,029 at 6%; with 50% employer match about $242,029 at 4% or $161,353 at 6%; with 100% employer match about $181,522 at 4% or $121,015 at 6%. |
| Phoenix International Holdings Welfare Benefit Plan | - | 166 | - | - | - |
| 2009 | 2 | 179 | $100,000 | $2,778,231 | $15,521iApproximate average salary by contribution assumption: employee only about $388,021 at 4% or $258,681 at 6%; with 50% employer match about $258,681 at 4% or $172,454 at 6%; with 100% employer match about $194,011 at 4% or $129,340 at 6%. |
| Phoenix International Holdings Inc. Employee Stock Ownership Plan | - | 174 | $100,000 | $2,778,231 | $15,967iApproximate average salary by contribution assumption: employee only about $399,171 at 4% or $266,114 at 6%; with 50% employer match about $266,114 at 4% or $177,409 at 6%; with 100% employer match about $199,586 at 4% or $133,057 at 6%. |
| Phoenix International Holdings Welfare Benefit Plan | - | 179 | - | - | - |
| 2008 | 2 | 227 | $0 | $2,247,342 | $9,900iApproximate average salary by contribution assumption: employee only about $247,505 at 4% or $165,003 at 6%; with 50% employer match about $165,003 at 4% or $110,002 at 6%; with 100% employer match about $123,752 at 4% or $82,502 at 6%. |
| Phoenix International Holdings Welfare Benefit Plan | - | 227 | - | - | - |
| Phoenix International Holdings Inc. Employee Stock Ownership Plan | - | 215 | - | $2,247,342 | $10,453iApproximate average salary by contribution assumption: employee only about $261,319 at 4% or $174,213 at 6%; with 50% employer match about $174,213 at 4% or $116,142 at 6%; with 100% employer match about $130,659 at 4% or $87,106 at 6%. |
| 2007 | 1 | 281 | $25,903,000 | $1,503,000 | $5,349iApproximate average salary by contribution assumption: employee only about $133,719 at 4% or $89,146 at 6%; with 50% employer match about $89,146 at 4% or $59,431 at 6%; with 100% employer match about $66,859 at 4% or $44,573 at 6%. |
| Phoenix International Holdings Inc. Employee Stock Ownership Plan | - | 281 | $25,903,000 | $1,503,000 | $5,349iApproximate average salary by contribution assumption: employee only about $133,719 at 4% or $89,146 at 6%; with 50% employer match about $89,146 at 4% or $59,431 at 6%; with 100% employer match about $66,859 at 4% or $44,573 at 6%. |