ESOP · DOL Form 5500 · 2022
Sbna Holdings, Inc. ESOP
Data updated 2026-08-11
- $17M
- Total assets
- 81
- Participants
- 75th
- Percentile by assets
- $209,666
- Avg per participant
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.
- 75th percentile by assets (of 139,126 plans)
- #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.
- $17M
- total plan assets (2022 EOY)
- 81
- covered participants
- 75th
- percentile by assets (of 139,126 plans)
- $209,666
- avg assets per participant
Where Sbna Holdings, Inc. Employee Stock Ownership Plan sits 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
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 vs the 2022 asset distribution
By assets, Sbna Holdings, Inc. Employee Stock Ownership Plan outranks 75% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $7M |
| Employer EIN | 454885938 |
| Plan Effective Date | 2012-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sbna Holdings, Inc.)
| 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
- Sammons Enterprises, Inc. Employee Stock Ownership Plan $20.6B · 2,620
- Highland Homes Employee Stock Ownership Plan $520M · 690
- Cactus Feeders, Inc. Employee Stock Ownership Plan $495M · 818
- Austin Industries Employee Stock Ownership Plan $422M · 5,325
- Lja Engineering ESOP $353M · 1,298
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Sbna Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on Sbna Holdings, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Sbna Holdings, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Texas. Compare plans
- Sbna Holdings, Inc.'s sponsor-wide assets have declined 17.1% since 2022 across 3 plan years on file. More Wholesale Trade plans