Civic Intelligence

Phoenix Specialty Inc.

Plan context: Phoenix Specialty Inc. 401(K) Plan

EIN 34-1825021 • Houston, PA • 26 filings • 3 plans

2301 W Pike St Suite 100Houston, PA 15342
Current Snapshot

Latest Year

2025

2025 Participants

33

2025 Assets

$7,042,002

2025 Contributions

$398,335

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$10,536,705$5,268,353$0200220152025YearValue
$7,042,002Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

58290200220142025YearValue
33Latest year 2025

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025133$7,042,002$398,335$12,071iApproximate average salary by contribution assumption: employee only about $301,769 at 4% or $201,179 at 6%; with 50% employer match about $201,179 at 4% or $134,120 at 6%; with 100% employer match about $150,884 at 4% or $100,590 at 6%.
Phoenix Specialty Inc. 401(K) Plan-33$7,042,002$398,335$12,071iApproximate average salary by contribution assumption: employee only about $301,769 at 4% or $201,179 at 6%; with 50% employer match about $201,179 at 4% or $134,120 at 6%; with 100% employer match about $150,884 at 4% or $100,590 at 6%.
2024234$10,536,705$739,719$21,756iApproximate average salary by contribution assumption: employee only about $543,911 at 4% or $362,607 at 6%; with 50% employer match about $362,607 at 4% or $241,738 at 6%; with 100% employer match about $271,956 at 4% or $181,304 at 6%.
Phoenix Specialty Inc. 401(K) Plan-29$6,057,738$534,075$18,416iApproximate average salary by contribution assumption: employee only about $460,409 at 4% or $306,940 at 6%; with 50% employer match about $306,940 at 4% or $204,626 at 6%; with 100% employer match about $230,205 at 4% or $153,470 at 6%.
Phoenix Specialty Inc. Employee Stock Ownership Plan-34$4,478,967$205,644$6,048iApproximate average salary by contribution assumption: employee only about $151,209 at 4% or $100,806 at 6%; with 50% employer match about $100,806 at 4% or $67,204 at 6%; with 100% employer match about $75,604 at 4% or $50,403 at 6%.
2023229$7,264,619$602,564$20,778iApproximate average salary by contribution assumption: employee only about $519,452 at 4% or $346,301 at 6%; with 50% employer match about $346,301 at 4% or $230,867 at 6%; with 100% employer match about $259,726 at 4% or $173,151 at 6%.
Phoenix Specialty Inc. 401(K) Plan-28$4,944,445$396,920$14,176iApproximate average salary by contribution assumption: employee only about $354,393 at 4% or $236,262 at 6%; with 50% employer match about $236,262 at 4% or $157,508 at 6%; with 100% employer match about $177,196 at 4% or $118,131 at 6%.
Phoenix Specialty Inc. Employee Stock Ownership Plan-29$2,320,174$205,644$7,091iApproximate average salary by contribution assumption: employee only about $177,279 at 4% or $118,186 at 6%; with 50% employer match about $118,186 at 4% or $78,791 at 6%; with 100% employer match about $88,640 at 4% or $59,093 at 6%.
2022127$3,774,877$317,615$11,764iApproximate average salary by contribution assumption: employee only about $294,088 at 4% or $196,059 at 6%; with 50% employer match about $196,059 at 4% or $130,706 at 6%; with 100% employer match about $147,044 at 4% or $98,029 at 6%.
Phoenix Specialty Inc. 401(K) Plan-27$3,774,877$317,615$11,764iApproximate average salary by contribution assumption: employee only about $294,088 at 4% or $196,059 at 6%; with 50% employer match about $196,059 at 4% or $130,706 at 6%; with 100% employer match about $147,044 at 4% or $98,029 at 6%.
2021133$4,589,269$223,576$6,775iApproximate average salary by contribution assumption: employee only about $169,376 at 4% or $112,917 at 6%; with 50% employer match about $112,917 at 4% or $75,278 at 6%; with 100% employer match about $84,688 at 4% or $56,459 at 6%.
Phoenix Specialty Inc. 401(K) Plan-33$4,589,269$223,576$6,775iApproximate average salary by contribution assumption: employee only about $169,376 at 4% or $112,917 at 6%; with 50% employer match about $112,917 at 4% or $75,278 at 6%; with 100% employer match about $84,688 at 4% or $56,459 at 6%.
2020139$3,794,150$220,923$5,665iApproximate average salary by contribution assumption: employee only about $141,617 at 4% or $94,412 at 6%; with 50% employer match about $94,412 at 4% or $62,941 at 6%; with 100% employer match about $70,809 at 4% or $47,206 at 6%.
Phoenix Specialty Inc. 401(K) Plan-39$3,794,150$220,923$5,665iApproximate average salary by contribution assumption: employee only about $141,617 at 4% or $94,412 at 6%; with 50% employer match about $94,412 at 4% or $62,941 at 6%; with 100% employer match about $70,809 at 4% or $47,206 at 6%.
2019148$3,256,202$1,406,945$29,311iApproximate average salary by contribution assumption: employee only about $732,784 at 4% or $488,523 at 6%; with 50% employer match about $488,523 at 4% or $325,682 at 6%; with 100% employer match about $366,392 at 4% or $244,261 at 6%.
Phoenix Specialty Inc. 401(K) Plan-48$3,256,202$1,406,945$29,311iApproximate average salary by contribution assumption: employee only about $732,784 at 4% or $488,523 at 6%; with 50% employer match about $488,523 at 4% or $325,682 at 6%; with 100% employer match about $366,392 at 4% or $244,261 at 6%.
2018158$1,508,230$501,863$8,653iApproximate average salary by contribution assumption: employee only about $216,320 at 4% or $144,214 at 6%; with 50% employer match about $144,214 at 4% or $96,142 at 6%; with 100% employer match about $108,160 at 4% or $72,107 at 6%.
Phoenix Specialty Inc. 401(K) Plan-58$1,508,230$501,863$8,653iApproximate average salary by contribution assumption: employee only about $216,320 at 4% or $144,214 at 6%; with 50% employer match about $144,214 at 4% or $96,142 at 6%; with 100% employer match about $108,160 at 4% or $72,107 at 6%.
2017122$1,179,918$135,113$6,142iApproximate average salary by contribution assumption: employee only about $153,538 at 4% or $102,358 at 6%; with 50% employer match about $102,358 at 4% or $68,239 at 6%; with 100% employer match about $76,769 at 4% or $51,179 at 6%.
Phoenix Specialty Inc. 401(K) Plan-22$1,179,918$135,113$6,142iApproximate average salary by contribution assumption: employee only about $153,538 at 4% or $102,358 at 6%; with 50% employer match about $102,358 at 4% or $68,239 at 6%; with 100% employer match about $76,769 at 4% or $51,179 at 6%.
2016123$909,697$93,073$4,047iApproximate average salary by contribution assumption: employee only about $101,166 at 4% or $67,444 at 6%; with 50% employer match about $67,444 at 4% or $44,963 at 6%; with 100% employer match about $50,583 at 4% or $33,722 at 6%.
Phoenix Specialty Inc. 401(K) Plan-23$909,697$93,073$4,047iApproximate average salary by contribution assumption: employee only about $101,166 at 4% or $67,444 at 6%; with 50% employer match about $67,444 at 4% or $44,963 at 6%; with 100% employer match about $50,583 at 4% or $33,722 at 6%.
2015126$777,344$210,280$8,088iApproximate average salary by contribution assumption: employee only about $202,192 at 4% or $134,795 at 6%; with 50% employer match about $134,795 at 4% or $89,863 at 6%; with 100% employer match about $101,096 at 4% or $67,397 at 6%.
Phoenix Specialty Inc. 401(K) Plan-26$777,344$210,280$8,088iApproximate average salary by contribution assumption: employee only about $202,192 at 4% or $134,795 at 6%; with 50% employer match about $134,795 at 4% or $89,863 at 6%; with 100% employer match about $101,096 at 4% or $67,397 at 6%.
2014118$578,505$159,558$8,864iApproximate average salary by contribution assumption: employee only about $221,608 at 4% or $147,739 at 6%; with 50% employer match about $147,739 at 4% or $98,493 at 6%; with 100% employer match about $110,804 at 4% or $73,869 at 6%.
Phoenix Specialty Inc. 401(K) Plan-18$578,505$159,558$8,864iApproximate average salary by contribution assumption: employee only about $221,608 at 4% or $147,739 at 6%; with 50% employer match about $147,739 at 4% or $98,493 at 6%; with 100% employer match about $110,804 at 4% or $73,869 at 6%.
2013110$402,861$125,379$12,538iApproximate average salary by contribution assumption: employee only about $313,448 at 4% or $208,965 at 6%; with 50% employer match about $208,965 at 4% or $139,310 at 6%; with 100% employer match about $156,724 at 4% or $104,483 at 6%.
Phoenix Specialty Inc. 401(K) Plan-10$402,861$125,379$12,538iApproximate average salary by contribution assumption: employee only about $313,448 at 4% or $208,965 at 6%; with 50% employer match about $208,965 at 4% or $139,310 at 6%; with 100% employer match about $156,724 at 4% or $104,483 at 6%.
201218$218,996$119,508$14,939iApproximate average salary by contribution assumption: employee only about $373,463 at 4% or $248,975 at 6%; with 50% employer match about $248,975 at 4% or $165,983 at 6%; with 100% employer match about $186,731 at 4% or $124,488 at 6%.
Phoenix Specialty Inc. 401(K) Plan-8$218,996$119,508$14,939iApproximate average salary by contribution assumption: employee only about $373,463 at 4% or $248,975 at 6%; with 50% employer match about $248,975 at 4% or $165,983 at 6%; with 100% employer match about $186,731 at 4% or $124,488 at 6%.
201114$83,768$82,950$20,738iApproximate average salary by contribution assumption: employee only about $518,438 at 4% or $345,625 at 6%; with 50% employer match about $345,625 at 4% or $230,417 at 6%; with 100% employer match about $259,219 at 4% or $172,813 at 6%.
Phoenix Specialty Inc. 401(K) Plan-4$83,768$82,950$20,738iApproximate average salary by contribution assumption: employee only about $518,438 at 4% or $345,625 at 6%; with 50% employer match about $345,625 at 4% or $230,417 at 6%; with 100% employer match about $259,219 at 4% or $172,813 at 6%.
201010$0$0-
Phoenix Specialty Inc. Defined Benefit Pension Plan-0$0$0-
200912$1,835,318$0-
Phoenix Specialty Inc. Defined Benefit Pension Plan-2$1,835,318$0-
200812$2,165,345$960,000$480,000iApproximate average salary by contribution assumption: employee only about $12,000,000 at 4% or $8,000,000 at 6%; with 50% employer match about $8,000,000 at 4% or $5,333,333 at 6%; with 100% employer match about $6,000,000 at 4% or $4,000,000 at 6%.
Phoenix Specialty Inc. Defined Benefit Pension Plan-2$2,165,345$960,000$480,000iApproximate average salary by contribution assumption: employee only about $12,000,000 at 4% or $8,000,000 at 6%; with 50% employer match about $8,000,000 at 4% or $5,333,333 at 6%; with 100% employer match about $6,000,000 at 4% or $4,000,000 at 6%.
200713$0$0-
Phoenix Specialty Inc. Defined Benefit Pension Plan-3---
200613$1,426,249$500,000$166,667iApproximate average salary by contribution assumption: employee only about $4,166,667 at 4% or $2,777,778 at 6%; with 50% employer match about $2,777,778 at 4% or $1,851,852 at 6%; with 100% employer match about $2,083,333 at 4% or $1,388,889 at 6%.
Phoenix Specialty Inc. Defined Benefit Pension Plan-3$1,426,249$500,000$166,667iApproximate average salary by contribution assumption: employee only about $4,166,667 at 4% or $2,777,778 at 6%; with 50% employer match about $2,777,778 at 4% or $1,851,852 at 6%; with 100% employer match about $2,083,333 at 4% or $1,388,889 at 6%.
200513$800,246$276,000$92,000iApproximate average salary by contribution assumption: employee only about $2,300,000 at 4% or $1,533,333 at 6%; with 50% employer match about $1,533,333 at 4% or $1,022,222 at 6%; with 100% employer match about $1,150,000 at 4% or $766,667 at 6%.
Phoenix Specialty Inc. Defined Benefit Pension Plan-3$800,246$276,000$92,000iApproximate average salary by contribution assumption: employee only about $2,300,000 at 4% or $1,533,333 at 6%; with 50% employer match about $1,533,333 at 4% or $1,022,222 at 6%; with 100% employer match about $1,150,000 at 4% or $766,667 at 6%.
200413$0$0-
Phoenix Specialty Inc. Defined Benefit Pension Plan-3---
200313$265,149$174,000$58,000iApproximate average salary by contribution assumption: employee only about $1,450,000 at 4% or $966,667 at 6%; with 50% employer match about $966,667 at 4% or $644,444 at 6%; with 100% employer match about $725,000 at 4% or $483,333 at 6%.
Phoenix Specialty Inc. Defined Benefit Pension Plan-3$265,149$174,000$58,000iApproximate average salary by contribution assumption: employee only about $1,450,000 at 4% or $966,667 at 6%; with 50% employer match about $966,667 at 4% or $644,444 at 6%; with 100% employer match about $725,000 at 4% or $483,333 at 6%.
200213$76,575$76,575$25,525iApproximate average salary by contribution assumption: employee only about $638,125 at 4% or $425,417 at 6%; with 50% employer match about $425,417 at 4% or $283,611 at 6%; with 100% employer match about $319,063 at 4% or $212,708 at 6%.
Phoenix Specialty Inc. Defined Benefit Pension Plan-3$76,575$76,575$25,525iApproximate average salary by contribution assumption: employee only about $638,125 at 4% or $425,417 at 6%; with 50% employer match about $425,417 at 4% or $283,611 at 6%; with 100% employer match about $319,063 at 4% or $212,708 at 6%.