ESOP · DOL Form 5500 · 2022

Sammons Corporation ESOP

Data updated 2026-08-25

$20.6B
Total assets Mega-plan scale
2,620
Participants Above avg headcount
100th
Percentile by assets National rank
$7.8M
Avg per participant High balance/head
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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.

  • #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.

#1,191
in Management of Enterprises (1,193 peers)
+9.0%
assets growth YoY
206×
vs typical plan assets (national mean)

Sammons Enterprises, Inc. Employee Stock Ownership Plan's outsized position by total assets

Sammons Enterprises, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$20,550,345,006 Highest reported value at or above every one 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

Sammons Enterprises, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sammons Enterprises, Inc. Employee Stock Ownership Plan lands in the large band (2,620 participants).

Published 5500 schedule card

Filing strip 750864422 · Sammons Corporation PY 2022 · ESOP

Sammons Enterprises, Inc. Employee Stock Ownership Plan · $20.6B · 2,620 · 100th

  • ASSETS $20.6B
  • PCT 2,620
  • EIN 100th
  • RANK ESOP
  • PHOTO near Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan
  • IND ind #1191

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 →

Sammons Enterprises, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanProcter & Gamble Profit Shar…$22.0BSammons Enterprises, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Em…$20.6BPublix Super Markets, Inc. Employee Stock Ownership Plan & TrustPublix Super Markets, Inc. E…$11.7BWawa, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ow…$4.5BWinco Employee Stock Ownership PlanWinco Employee Stock Ownersh…$4.3B
End-of-year total assets ($B) among Sammons Enterprises, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$18.9B
Net Assets (End of Year)$20.6B
Net Income$1.7B
Employer EIN750864422
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sammons Corporation)

Sponsor-wide plan assets over time

All Sammons Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$341M 98.3571598791245% vs 2022
2024 filing year
$0B$10B$20B$30B 202220232024 $20.8B $0.34B ▼ -98.4%
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 Scatter plot of 6 data points. 0200040006000 -50510152025 Total assets ($B) Participants Sammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($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 ESOPBetenbough Companies Employee Stock Ownership Plan, Total assets ($B): 0.348609597 · Participants: 332Betenbough Companies Employee Stock Ownership Plan
Sammons Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Sammons Enterprises, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Texas, the nearest ESOP by assets is Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan in OH ($22.0B); by covered participants it is Woodman's Employees' Profit Sharing and Stock Ownership Plan in WI (2,608 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,620 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 Sammons Enterprises, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Sammons Enterprises, Inc. Employee Stock Ownership Plan grew at a solid clip - up 9.0% during 2022, from $18.9B to $20.6B. Reported net income was $1.7B.
How have Sammons Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sammons Corporation's sponsor-wide assets declined 98.4%, from $20.8B to $341M.
Where does Sammons Enterprises, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Sammons Enterprises, Inc. Employee Stock Ownership Plan ranks in the 100th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which ESOP plans are similar in size to Sammons Enterprises, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan in OH ($22.0B, 30,782 participants).
Which ESOP plans cover a similar participant headcount to Sammons Enterprises, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Woodman's Employees' Profit Sharing and Stock Ownership Plan in WI (2,608 participants, $640M 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 750864422.

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.