ESOP · DOL Form 5500 · 2022
Sammons Corporation ESOP
Data updated 2026-08-11
- $20.6B
- Total assets
- 2,620
- Participants
- 100th
- Percentile by assets
- $7.8M
- Avg per participant
Official DOL plan name: Sammons Enterprises, Inc. Employee Stock Ownership Plan · Sponsored by Sammons Corporation · Texas · Management of Enterprises
$20.6B in assets, 2,620 participants
Sammons Corporation's Sammons Enterprises, Inc. Employee Stock Ownership Plan reported $20.6B in total assets and 2,620 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- 100th percentile by assets (of 139,126 plans)
- #1,191 in Management of Enterprises (1,193 peers)
Coverage in Texas
Sammons Enterprises, Inc. Employee Stock Ownership Plan covers 2,620 participants in Texas, 3.8x the typical Texas plan (state average ~688 per filing). Assets: $20.6B.
- $20.6B
- total plan assets (2022 EOY)
- 2,620
- covered participants
- 100th
- percentile by assets (of 139,126 plans)
- $7.8M
- avg assets per participant
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Sammons Enterprises, Inc. Employee Stock Ownership Plan reports 2,620 participants - 3.8x that state average ($20.6B EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $18.9B |
|---|---|
| Net Assets (End of Year) | $20.6B |
| Net Income | $1.7B |
| Employer EIN | 750864422 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sammons Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,290 | $20.8B |
| 2023 | 2 | 6,024 | $21.4B |
| 2024 | 1 | 3,469 | $341M |
Nearby ESOP Plans in Texas
Peer ESOP plans, same state, same plan type, ranked by total assets.
Sammons Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
- 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
- Betenbough Companies Employee Stock Ownership Plan $349M · 332
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Sammons Enterprises, Inc. Employee Stock Ownership Plan by total assets, not by location.
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan (OH) $22.0B · 30,782
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust (FL) $11.7B · 142,486
- Wawa, Inc. Employee Stock Ownership Plan (PA) $4.5B · 22,323
- Winco Employee Stock Ownership Plan (ID) $4.3B · 15,984
Frequently Asked Questions
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Filing takeaways
Ways to act on Sammons Enterprises, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Sammons Enterprises, Inc. Employee Stock Ownership Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Texas. Compare plans
- Sammons Corporation's sponsor-wide assets have declined 98.4% since 2022 across 3 plan years on file. More Management of Enterprises plans