ESOP · DOL Form 5500 · 2022

Sbna Holdings, Inc. ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
81
Participants Small participant base
75th
Percentile by assets National rank
$209,666
Avg per participant Above avg balance/head
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Official DOL plan name: Sbna Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Sbna Holdings, Inc. · Texas · Wholesale Trade

$17M in assets, 81 participants

Sbna Holdings, Inc.'s Sbna Holdings, Inc. Employee Stock Ownership Plan reported $17M in total assets and 81 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,878 in Wholesale Trade (6,843 peers)

Where Sbna Holdings, Inc. Employee Stock Ownership Plan sits by assets

Sbna Holdings, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $17M for 81 participants (~$209,666/participant), up 72.4% in 2022.

#4,878
in Wholesale Trade (6,843 peers)
+72.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

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

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

End-of-year total assets · plan year 2022 · DOL Form 5500

$16,982,967 Top 25% higher than 75% of 139,123 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 2022

Sbna Holdings, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sbna Holdings, Inc. Employee Stock Ownership Plan is a small filing (81 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 454885938 · Sbna Holdings, Inc. PY 2022 · ESOP

Sbna Holdings, Inc. Employee Stock Ownership Plan · $17M · 81 · 75th

  • VS-ST $17M
  • BOY 81
  • SCH 75th
  • EBSA ESOP
  • PART near Manar Employee Stock Ownership Plan
  • TYPE ind #4878

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 Texas →

Sbna Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Adco Employee Stock Ownership PlanAdco Employee Stock Ownershi…$17MManar Employee Stock Ownership PlanManar Employee Stock Ownersh…$17MAvery W. Hall Insurance Agency, Inc. Employee Stock Ownership PlanAvery W. Hall Insurance Agen…$17MSbna Holdings, Inc. Employee Stock Ownership PlanSbna Holdings, Inc. Employee…$17MBills Electric, Inc. Employee Stock Ownership PlanBills Electric, Inc. Employe…$17M
End-of-year total assets ($M) among Sbna Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$16M
Net Income$7M
Employer EIN454885938
Plan Effective Date2012-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sbna Holdings, Inc.)

Sponsor-wide plan assets over time

All Sbna Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 17.065963797727452% vs 2022
2024 filing year
$13M$14M$15M$16M$17M$18M 202220232024 $17M $14.1M ▼ -17.1%
Year Plans Participants Total Assets
2022 1 81 $17M
2023 1 106 $17M
2024 1 120 $14M

Nearby ESOP Plans in Texas

Peer ESOP plans, same state, same plan type, ranked by total assets.

Sbna Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50510152025 Total assets ($B) Participants Sbna Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.016982967 · Participants: 81Sbna Holdings, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 20.550345006 · Participants: 2620Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.519630506 · Participants: 690Highland Homes Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.495132236 · Participants: 818Cactus Feeders, Inc. Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.421653441 · Participants: 5325Austin Industries Employee Stock Ownership PlanLja Engineering ESOP, Total assets ($B): 0.352817177 · Participants: 1298Lja Engineering ESOP
Sbna Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Sbna Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Sbna Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Manar Employee Stock Ownership Plan in IN ($17M); by covered participants it is The Peoples Bank of Ripley Employee Stock Ownership Plan in MS (81 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sbna Holdings, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Sbna Holdings, Inc. Employee Stock Ownership Plan surged - up 72.4% during 2022, from $10M to $17M. Reported net income was $7M.
How have Sbna Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sbna Holdings, Inc.'s sponsor-wide assets declined 17.1%, from $17M to $14M.
Where does Sbna Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Sbna Holdings, Inc. Employee Stock Ownership Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Sbna Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Manar Employee Stock Ownership Plan in IN ($17M, 555 participants).
Which ESOP plans cover a similar participant headcount to Sbna Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Peoples Bank of Ripley Employee Stock Ownership Plan in MS (81 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 454885938.

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.