ESOP · DOL Form 5500 · 2022

Scallon Controls, Inc. ESOP

Data updated 2026-08-25

$46M
Total assets Below avg plan size
202
Participants Below avg headcount
87th
Percentile by assets National rank
$225,677
Avg per participant Above avg balance/head
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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.

  • #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.

#6,047
in Wholesale Trade (6,843 peers)
+13.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Scallon Controls, Inc. Employee Stock Ownership Plan's outsized position by total assets

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

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

$45,586,798 Top 13% higher than 87% 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

Scallon Controls, Inc. 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. Scallon Controls, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (202 participants).

Plan-year Form 5500 strip

Filing strip 741918146 · Scallon Controls, Inc. PY 2022 · ESOP

Scallon Controls, Inc. Employee Stock Ownership Plan · $46M · 202 · 87th

  • TYPE $46M
  • TYPE 202
  • TYPE 87th
  • TYPE ESOP
  • TYPE near Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan
  • TYPE ind #6047

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 →

Scallon Controls, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Eutaw Construction Company, Inc. Employee Stock Ownership PlanEutaw Construction Company, …$46MMid South Building Supply, Inc. Employee Stock Ownership PlanMid South Building Supply, I…$46MToltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership PlanToltz King Duvall Anderson a…$46MScallon Controls, Inc. Employee Stock Ownership PlanScallon Controls, Inc. Emplo…$46MSpan Employee Stock Ownership PlanSpan Employee Stock Ownershi…$46M
End-of-year total assets ($M) among Scallon Controls, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Scallon Controls, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$73M 32.44225656953212% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $55.4M $73.3M ▲ +32.4%
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 Scatter plot of 6 data points. -20000200040006000 -50510152025 Total assets ($B) Participants Scallon Controls, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.045586798 · Participants: 202Scallon Controls, Inc. 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
Scallon Controls, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Scallon Controls, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Texas, the nearest ESOP by assets is Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan in MN ($46M); by covered participants it is Agrivision, Inc. Employee Stock Ownership Plan in CA (202 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (202 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 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).
Which ESOP plans cover a similar participant headcount to Scallon Controls, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Agrivision, Inc. Employee Stock Ownership Plan in CA (202 participants, $1M 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 741918146.

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.