ESOP · DOL Form 5500 · 2022
Summit Companies Holdings, Inc. ESOP
Data updated 2026-08-11
- $107M
- Total assets
- 225
- Participants
- 93rd
- Percentile by assets
- $475,796
- Avg per participant
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.
- 93rd percentile by assets (of 139,126 plans)
- #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.
- $107M
- total plan assets (2022 EOY)
- 225
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $475,796
- avg assets per participant
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. Summit Companies Holdings, Inc. Employee Stock Ownership Plan reports 225 participants - about 36% of that state average ($107M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | -$239M |
| Net Income | $91M |
| Employer EIN | 873001353 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Summit Companies Holdings, Inc.)
| 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
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $11.7B · 142,486
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $662M · 14,200
- Thirty Fifteen Employee Stock Ownership Plan $425M · 6,258
- Rsr Employee Stock Ownership Plan $310M · 465
- Team Horner Employee Stock Ownership Plan $217M · 448
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Summit Companies Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.
- Chatsworth Products, Inc Employee Stock Ownership Plan (CA) $107M · 636
- Delta Star Employee Stock Ownership Plan (VA) $107M · 206
- Epsilon Systems Solutions, Inc. ESOP (CA) $108M · 1,384
- The Bernard Group Inc. Employee Stock Ownership Plan (MN) $108M · 601
Frequently Asked Questions
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Filing takeaways
Ways to act on Summit Companies Holdings, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Summit Companies Holdings, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Florida. Compare plans
- Summit Companies Holdings, Inc.'s sponsor-wide assets have grown 604.2% since 2022 across 3 plan years on file. More Construction plans