ESOP · DOL Form 5500 · 2022

Siddons Martin Holding, Inc. ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
328
Participants Below avg headcount
70th
Percentile by assets National rank
$40,549
Avg per participant Low balance/head
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Official DOL plan name: Siddons Martin Employee Stock Ownership Plan · Sponsored by Siddons Martin Holding, Inc. · Texas · Healthcare & Social Assistance

$13M in assets, 328 participants

Siddons Martin Holding, Inc.'s Siddons Martin Employee Stock Ownership Plan reported $13M in total assets and 328 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #15,082 in Healthcare & Social Assistance (20,060 peers)

Coverage in Texas

Siddons Martin Employee Stock Ownership Plan covers 328 participants in Texas, about 48% of the average Texas filer (state average ~688 per filing). Assets: $13M.

#15,082
in Healthcare & Social Assistance (20,060 peers)
-42.2%
assets change YoY

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Siddons Martin Employee Stock Ownership Plan's outsized position by total assets

Siddons Martin Employee Stock Ownership Plan vs every filed plan by assets

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

$13,300,100 Top 30% higher than 70% 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

Siddons Martin Employee Stock Ownership Plan 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. Siddons Martin Employee Stock Ownership Plan sits mid-pack in the medium band (328 participants).

Published 5500 schedule card

Filing strip 844074651 · Siddons Martin Holding, Inc. PY 2022 · ESOP

Siddons Martin Employee Stock Ownership Plan · $13M · 328 · 70th

  • BOOK $13M
  • VS-ST 328
  • BOY 70th
  • SCH ESOP
  • EBSA near Aveka Group, Inc. Employee Stock Ownership Plan and Trust
  • PART ind #15082

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 →

Siddons Martin Employee Stock Ownership Plan in the asset neighbourhood

Tsc 401(k) Employee Stock Ownership PlanTsc 401(k) Employee Stock Ow…$13MSiddons Martin Employee Stock Ownership PlanSiddons Martin Employee Stoc…$13MAveka Group, Inc. Employee Stock Ownership Plan and TrustAveka Group, Inc. Employee S…$13MSymmes Maini & Mckee Associates, Inc. Employee Stock Ownership PlanSymmes Maini & Mckee Associa…$13MVroman Systems, Inc. Employee Stock Ownership Plan and TrustVroman Systems, Inc. Employe…$13M
End-of-year total assets ($M) among Siddons Martin Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$6M
Net Income-$9M
Employer EIN844074651
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Siddons Martin Holding, Inc.)

Sponsor-wide plan assets over time

All Siddons Martin Holding, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 100.77344531244125% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $13.3M $26.7M ▲ +100.8%
Year Plans Participants Total Assets
2022 1 328 $13M
2023 1 365 $20M
2024 1 416 $27M

Nearby ESOP Plans in Texas

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

Siddons Martin Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. 0200040006000 -50510152025 Total assets ($B) Participants Siddons Martin Employee Stock Ownership Plan, Total assets ($B): 0.0133001 · Participants: 328Siddons Martin Employee Stock Ownership PlanSammons 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 ESOP
Siddons Martin Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Siddons Martin Employee Stock Ownership Plan side-by-side with 3 peers →

Siddons Martin Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Aveka Group, Inc. Employee Stock Ownership Plan and Trust in MN ($13M); by covered participants it is Data Systems Analysts, Inc. Employee Stock Ownership Plan in PA (328 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (328 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 Siddons Martin Employee Stock Ownership Plan assets move in 2022? ▼
Siddons Martin Employee Stock Ownership Plan contracted severely - down 42.2% during 2022, from $23M to $13M. Reported net income was -$9M.
How have Siddons Martin Holding, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Siddons Martin Holding, Inc.'s sponsor-wide assets grew 100.8%, from $13M to $27M.
Which ESOP plans are similar in size to Siddons Martin Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Aveka Group, Inc. Employee Stock Ownership Plan and Trust in MN ($13M, 244 participants).
Which ESOP plans cover a similar participant headcount to Siddons Martin Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Data Systems Analysts, Inc. Employee Stock Ownership Plan in PA (328 participants, $29M 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 844074651.

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.