ESOP · DOL Form 5500 · 2022

Scallon Controls, Inc. ESOP

Data updated 2026-08-11

$46M
Total assets
202
Participants
87th
Percentile by assets
$225,677
Avg per participant
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Official DOL plan name: Scallon Controls, Inc. Employee Stock Ownership Plan · Sponsored by Scallon Controls, Inc. · Texas · Wholesale Trade

$46M in assets, 202 participants

Scallon Controls, Inc.'s Scallon Controls, Inc. Employee Stock Ownership Plan reported $46M in total assets and 202 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • 87th percentile by assets (of 139,126 plans)
  • #6,047 in Wholesale Trade (6,843 peers)

Coverage in Texas

Scallon Controls, Inc. Employee Stock Ownership Plan covers 202 participants in Texas, about 29% of the average Texas filer (state average ~688 per filing). Assets: $46M.

$46M
total plan assets (2022 EOY)
202
covered participants
87th
percentile by assets (of 139,126 plans)
$225,677
avg assets per participant
State
Industry

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Scallon Controls, Inc. Employee Stock Ownership Plan reports 202 participants - about 29% of that state average ($46M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$46M
Net Income$6M
Employer EIN741918146
Plan Effective Date1980-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Scallon Controls, Inc.)

$50M$60M$70M$80M 202220232024 $55.4M $73.3M ▲ +32.4%
Total plan assets by year, all Scallon Controls, Inc. plans on file
Year Plans Participants Total Assets
2022 2 302 $55M
2023 2 317 $65M
2024 2 332 $73M

Nearby ESOP Plans in Texas

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

Scallon Controls, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants

Scallon Controls, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50510152025 Total assets ($B) Participants Scallon Controls, In…Sammons Enterprises,…Highland Homes Emplo…Cactus Feeders, Inc.…Austin Industries Em…Lja Engineering ESOP
Scallon Controls, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Scallon Controls, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Scallon Controls, Inc. Employee Stock Ownership Plan assets move in 2022?
Scallon Controls, Inc. Employee Stock Ownership Plan grew at a solid clip - up 13.8% during 2022, from $40M to $46M. Reported net income was $6M.
How have Scallon Controls, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Scallon Controls, Inc.'s sponsor-wide assets grew 32.4%, from $55M to $73M.
Where does Scallon Controls, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Scallon Controls, Inc. Employee Stock Ownership Plan ranks in the 87th 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 Scallon Controls, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan in MN ($46M, 317 participants).

Next read for Scallon Controls, Inc. Employee Stock Ow…

Filing takeaways

Ways to act on Scallon Controls, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Scallon Controls, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Texas. Compare plans
  • Scallon Controls, Inc.'s sponsor-wide assets have grown 32.4% since 2022 across 3 plan years on file. More Wholesale Trade plans