Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PHOENIX SPECIALTY INC.
EIN 34-1825021oil & energyLatest filing 2025
Plans
2
Retirement
2
$14.8M assets
Welfare
0
Participants
77
2301 W PIKE ST SUITE 100 - HOUSTON, PA 15342412-914-8590phoenixspecialtyinc.comLinkedIn11-50 employeesoil & energy
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $14.8M assets / 77 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
PHOENIX SPECIALTY INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$7.8M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PHOENIX SPECIALTY, INC. 401(K) PLAN
401k
Assets$7.0M
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | PHOENIX SPECIALTY INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $7.8M | 38 | 2025 | |
| 002 | PHOENIX SPECIALTY, INC. 401(K) PLAN | 401k | $7.0M | 39 | 2025 |
Retirement plans