ESOP · DOL Form 5500 · 2022

Sawcross, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
60
Participants Small participant base
63rd
Percentile by assets National rank
$149,400
Avg per participant Above avg balance/head
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Official DOL plan name: Sawcross, Inc. Employee Stock Ownership Plan · Sponsored by Sawcross, Inc. · Florida · Construction

$9M in assets, 60 participants

Sawcross, Inc.'s Sawcross, Inc. Employee Stock Ownership Plan reported $9M in total assets and 60 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #6,184 in Construction (9,927 peers)

Sawcross, Inc. multi-year trail

Sawcross, Inc.'s plans moved -74.0% in assets from 2022 to 2024; this filing shows Sawcross, Inc. Employee Stock Ownership Plan at $9M / 60 participants.

#6,184
in Construction (9,927 peers)
-$14M
reported net income

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sawcross, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

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

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

$8,964,000 Top 37% higher than 63% 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

Sawcross, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sawcross, Inc. Employee Stock Ownership Plan is a small filing (60 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 593136689 · Sawcross, Inc. PY 2022 · ESOP

Sawcross, Inc. Employee Stock Ownership Plan · $9M · 60 · 63rd

  • NET $9M
  • BOOK 60
  • VS-ST 63rd
  • BOY ESOP
  • SCH near Doug Smith Production Consultants, Inc. Employee Stock Ownership Plan
  • EBSA ind #6184

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 Florida →

Sawcross, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Astro Company, Inc. Employee Stock Ownership PlanAstro Company, Inc. Employee…$9MOsborne Industries Inc Employee Stock Ownership Plan and TrustOsborne Industries Inc Emplo…$9MSawcross, Inc. Employee Stock Ownership PlanSawcross, Inc. Employee Stoc…$9MDoug Smith Production Consultants, Inc. Employee Stock Ownership PlanDoug Smith Production Consul…$9MGougeon Holding Co. Employee Stock Ownership PlanGougeon Holding Co. Employee…$9M
End-of-year total assets ($M) among Sawcross, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Sawcross, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sawcross, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 74.02945113788488% vs 2022
2024 filing year
$0M$5M$10M 202220232024 $8.96M $2.33M ▼ -74.0%
Year Plans Participants Total Assets
2022 1 60 $9M
2023 1 119 $2M
2024 1 75 $2M

Sawcross, Inc. filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$14M
Net Income-$14M
Employer EIN593136689
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

Sawcross, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Sawcross, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.008964 · Participants: 60Sawcross, Inc. Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.726925474 · Participants: 142486Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.661618269 · Participants: 14200Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.425498726 · Participants: 6258Thirty Fifteen Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.309502065 · Participants: 465Rsr Employee Stock Ownership PlanTeam Horner Employee Stock Ownership Plan, Total assets ($B): 0.217088578 · Participants: 448Team Horner Employee Stock Ownership Plan
Sawcross, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Sawcross, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Florida, the nearest ESOP by assets is Doug Smith Production Consultants, Inc. Employee Stock Ownership Plan in GA ($9M); by covered participants it is First Union Financial Corporation Employee Stock Ownership Plan in AR (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 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 have Sawcross, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sawcross, Inc.'s sponsor-wide assets declined 74.0%, from $9M to $2M.
Which ESOP plans are similar in size to Sawcross, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Doug Smith Production Consultants, Inc. Employee Stock Ownership Plan in GA ($9M, 19 participants).
Which ESOP plans cover a similar participant headcount to Sawcross, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is First Union Financial Corporation Employee Stock Ownership Plan in AR (60 participants, $2M 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 593136689.

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.