ESOP · DOL Form 5500 · 2022

Sonny Merryman, Inc. ESOP

Data updated 2026-08-25

$25M
Total assets Below avg plan size
129
Participants Small participant base
81st
Percentile by assets National rank
$196,308
Avg per participant Above avg balance/head
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Official DOL plan name: Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Sonny Merryman, Inc. · Virginia · Wholesale Trade

$25M in assets, 129 participants

Sonny Merryman, Inc.'s Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust reported $25M in total assets and 129 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #5,450 in Wholesale Trade (6,843 peers)

Coverage in Virginia

Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust covers 129 participants in Virginia, about 16% of the average Virginia filer (state average ~782 per filing). Assets: $25M.

#5,450
in Wholesale Trade (6,843 peers)
+3.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$25,323,698 Top 19% higher than 81% 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

Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust 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. Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (129 participants).

Plan-year Form 5500 strip

Filing strip 540806176 · Sonny Merryman, Inc. PY 2022 · ESOP

Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust · $25M · 129 · 81st

  • ASSETS $25M
  • PCT 129
  • EIN 81st
  • RANK ESOP
  • PHOTO near Hart Howerton Employee Stock Ownership Plan
  • IND ind #5450

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 Virginia →

Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Cramer & Associates, Inc. Employee Stock Ownership PlanCramer & Associates, Inc. Em…$25MHart Howerton Employee Stock Ownership PlanHart Howerton Employee Stock…$25MStars Behavioral Health Group Holding Company Employee Stock Ownership PlanStars Behavioral Health Grou…$25MSonny Merryman, Inc. Employee Stock Ownership Plan and TrustSonny Merryman, Inc. Employe…$25MTranshumance Employee Stock Ownership PlanTranshumance Employee Stock …$25M
End-of-year total assets ($M) among Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$25M
Net Income$895K
Employer EIN540806176
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sonny Merryman, Inc.)

Sponsor-wide plan assets over time

All Sonny Merryman, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 21.73784360272244% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $27.3M $33.3M ▲ +21.7%
Year Plans Participants Total Assets
2022 2 290 $27M
2023 1 121 $30M
2024 1 119 $33M

Nearby ESOP Plans in Virginia

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

Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 25.323698 · Participants: 129Sonny Merryman, Inc. Employee Stock Ownership Plan and TrustNvr, Inc. Employee Stock Ownership Plan, Total assets ($M): 862.945849 · Participants: 6910Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 301.066368 · Participants: 1695The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($M): 291.782297 · Participants: 1828American Systems Corporation Employee Stock Ownership PlanNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($M): 287.62409 · Participants: 424New River Electrical Corporation Employee Stock Ownership PlanDavis H. Elliot Company, Incorporated Employee Stock Ownership Plan, Total assets ($M): 237.22873 · Participants: 1882Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan
Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Hart Howerton Employee Stock Ownership Plan in CA ($25M); by covered participants it is Lamp Rynearson ESOP in NE (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust edged up modestly - up 3.8% during 2022, from $24M to $25M. Reported net income was $895K.
How have Sonny Merryman, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sonny Merryman, Inc.'s sponsor-wide assets grew 21.7%, from $27M to $33M.
Where does Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Hart Howerton Employee Stock Ownership Plan in CA ($25M, 147 participants).
Which ESOP plans cover a similar participant headcount to Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Lamp Rynearson ESOP in NE (129 participants, $18M 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 540806176.

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.