ESOP · DOL Form 5500 · 2022

Summit Companies Holdings, Inc. ESOP

Data updated 2026-08-25

$107M
Total assets Near avg plan size
225
Participants Below avg headcount
93rd
Percentile by assets National rank
$475,796
Avg per participant High balance/head
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Official DOL plan name: Summit Companies Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Summit Companies Holdings, Inc. · Florida · Construction

$107M in assets, 225 participants

Summit Companies Holdings, Inc.'s Summit Companies Holdings, Inc. Employee Stock Ownership Plan reported $107M in total assets and 225 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #9,119 in Construction (9,927 peers)

Coverage in Florida

Summit Companies Holdings, Inc. Employee Stock Ownership Plan covers 225 participants in Florida, about 36% of the average Florida filer (state average ~628 per filing). Assets: $107M.

#9,119
in Construction (9,927 peers)
+245.5%
assets growth YoY
1.1×
vs typical plan assets (national mean)

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

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

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

$107,054,100 Top 7% higher than 93% 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

Summit Companies Holdings, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Summit Companies Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (225 participants).

Form 5500 schedule snapshot

Filing strip 873001353 · Summit Companies Holdings, Inc. PY 2022 · ESOP

Summit Companies Holdings, Inc. Employee Stock Ownership Plan · $107M · 225 · 93rd

  • RANK $107M
  • PHOTO 225
  • IND 93rd
  • EOY ESOP
  • 5500 near Chatsworth Products, Inc Employee Stock Ownership Plan
  • ASSETS ind #9119

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 Florida →

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

The Bernard Group Inc. Employee Stock Ownership PlanThe Bernard Group Inc. Emplo…$108MEpsilon Systems Solutions, Inc. ESOPEpsilon Systems Solutions, I…$108MDelta Star Employee Stock Ownership PlanDelta Star Employee Stock Ow…$107MSummit Companies Holdings, Inc. Employee Stock Ownership PlanSummit Companies Holdings, I…$107MChatsworth Products, Inc Employee Stock Ownership PlanChatsworth Products, Inc Emp…$107M
End-of-year total assets ($M) among Summit Companies Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)-$239M
Net Income$91M
Employer EIN873001353
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Summit Companies Holdings, Inc.)

Sponsor-wide plan assets over time

All Summit Companies Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$754M 604.2097033182288% vs 2022
2024 filing year
$0M$200M$400M$600M$800M$1,000M 202220232024 $107M $754M ▲ +604.2%
Year Plans Participants Total Assets
2022 1 225 $107M
2023 1 233 $368M
2024 1 354 $754M

Nearby ESOP Plans in Florida

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

Summit Companies Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Summit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.1070541 · Participants: 225Summit Companies Holdings, Inc. Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.726925474 · Participants: 142486Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.661618269 · Participants: 14200Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.425498726 · Participants: 6258Thirty Fifteen Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.309502065 · Participants: 465Rsr Employee Stock Ownership PlanTeam Horner Employee Stock Ownership Plan, Total assets ($B): 0.217088578 · Participants: 448Team Horner Employee Stock Ownership Plan
Summit Companies Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Summit Companies Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Florida, the nearest ESOP by assets is Chatsworth Products, Inc Employee Stock Ownership Plan in CA ($107M); by covered participants it is Teoco Corporation Employee Stock Ownership Plan in VA (225 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (225 participants); asset peers above are excluded.

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 Summit Companies Holdings, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Summit Companies Holdings, Inc. Employee Stock Ownership Plan surged - up 245.5% during 2022, from $31M to $107M. Reported net income was $91M.
How have Summit Companies Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Summit Companies Holdings, Inc.'s sponsor-wide assets grew 604.2%, from $107M to $754M.
Where does Summit Companies Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Summit Companies Holdings, Inc. Employee Stock Ownership Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Summit Companies Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Chatsworth Products, Inc Employee Stock Ownership Plan in CA ($107M, 636 participants).
Which ESOP plans cover a similar participant headcount to Summit Companies Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Teoco Corporation Employee Stock Ownership Plan in VA (225 participants, $7M 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 873001353.

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.