Profit Sharing · DOL Form 5500 · 2022
Fayez Sarofim & Co. Profit Sharing Plan
Data updated 2026-08-11
- $250M
- Total assets
- 134
- Participants
- 96th
- Percentile by assets
- $1.9M
- Avg per participant
Official DOL plan name: Fayez Sarofim & Co. Profit Sharing Plan · Sponsored by Fayez Sarofim & Co. · Texas · Finance & Insurance
$250M in assets, 134 participants
Fayez Sarofim & Co.'s Fayez Sarofim & Co. Profit Sharing Plan reported $250M in total assets and 134 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 139,126 plans)
- #8,677 in Finance & Insurance (9,261 peers)
Coverage in Texas
Fayez Sarofim & Co. Profit Sharing Plan covers 134 participants in Texas, about 19% of the average Texas filer (state average ~688 per filing). Assets: $250M.
- $250M
- total plan assets (2022 EOY)
- 134
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $1.9M
- avg assets per participant
The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Fayez Sarofim & Co. Profit Sharing Plan reports 134 participants - about 19% of that state average ($250M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $269M |
|---|---|
| Net Assets (End of Year) | $250M |
| Net Income | -$18M |
| Employer EIN | 741312679 |
| Plan Effective Date | 1963-03-13 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fayez Sarofim & Co.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 134 | $250M |
| 2023 | 1 | 134 | $217M |
| 2024 | 1 | 124 | $224M |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Fayez Sarofim & Co. Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
- Southwest Airlines Co. Profitsharing Plan $5.3B · 60,454
- Baylor College of Medicine Retirement Plan $1.4B · 9,875
- H-E-B Partner Stock Plan $1.0B · 71,666
- The Defined Contribution Plan of the Methodist Hospital $752M · 27,959
- Maritime Association - I.L.a. Retirement Fund $743M · 3,941
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Fayez Sarofim & Co. Profit Sharing Plan by total assets, not by location.
- Cooper Health System, Inc. Defined Contribution Retirement Plan (NJ) $251M · 6,491
- Union Individual Account Retirement Fund (WI) $249M · 2,646
- Consolidated Defined Contribution Plan of Hackensack Meridian Health (NJ) $252M · 7,144
- IBEW Local 150 Supplemental Pension Fund (MI) $248M · 1,286
Frequently Asked Questions
How did Fayez Sarofim & Co. Profit Sharing Plan assets move in 2022? ▼
How have Fayez Sarofim & Co. plan assets changed over time? ▼
Where does Fayez Sarofim & Co. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
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Next read for Fayez Sarofim & Co. Profit Sharing Plan
Filing takeaways
Ways to act on Fayez Sarofim & Co. Profit Sharing Plan's numbers.
- By total assets, Fayez Sarofim & Co. Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Texas. Compare plans
- Fayez Sarofim & Co.'s sponsor-wide assets have declined 10.3% since 2022 across 3 plan years on file. More Finance & Insurance plans