ESOP · DOL Form 5500 · 2022

The Sundt Companies, Inc. ESOP

Data updated 2026-08-25

$654M
Total assets Above avg plan size
1,879
Participants Near avg headcount
98th
Percentile by assets National rank
$347,964
Avg per participant High balance/head
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Official DOL plan name: The Sundt Companies Employee Stock Ownership Plan · Sponsored by The Sundt Companies, Inc. · Arizona · Management of Enterprises

$654M in assets, 1,879 participants

The Sundt Companies, Inc.'s The Sundt Companies Employee Stock Ownership Plan reported $654M in total assets and 1,879 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #1,119 in Management of Enterprises (1,193 peers)

Coverage in Arizona

The Sundt Companies Employee Stock Ownership Plan covers 1,879 participants in Arizona, 3.3x the typical Arizona plan (state average ~564 per filing). Assets: $654M.

#1,119
in Management of Enterprises (1,193 peers)
+47.2%
assets growth YoY
6.6×
vs typical plan assets (national mean)

The Sundt Companies Employee Stock Ownership Plan's outsized position by total assets

The Sundt Companies Employee Stock Ownership Plan vs every filed plan by assets

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

$653,823,941 Top 2% higher than 98% 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

The Sundt Companies Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Sundt Companies Employee Stock Ownership Plan lands in the large band (1,879 participants).

Published 5500 schedule card

Filing strip 860923877 · The Sundt Companies, Inc. PY 2022 · ESOP

The Sundt Companies Employee Stock Ownership Plan · $654M · 1,879 · 98th

  • IND $654M
  • EOY 1,879
  • 5500 98th
  • ASSETS ESOP
  • PCT near Andersen Corporation Employee Stock Ownership Plan
  • EIN ind #1119

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 Arizona →

The Sundt Companies Employee Stock Ownership Plan in the asset neighbourhood

Employee Owned Brands, Inc. Employee Stock Ownership PlanEmployee Owned Brands, Inc. …$686MRaymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanRaymond James Financial, Inc…$662MThe Sundt Companies Employee Stock Ownership PlanThe Sundt Companies Employee…$654MAndersen Corporation Employee Stock Ownership PlanAndersen Corporation Employe…$647MWoodman's Employees' Profit Sharing and Stock Ownership PlanWoodman's Employees' Profit …$640M
End-of-year total assets ($M) among The Sundt Companies Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$444M
Net Assets (End of Year)$612M
Net Income$167M
Employer EIN860923877
Plan Effective Date1957-04-02
Filing StatusFILING RECEIVED

Sponsor Plan History (The Sundt Companies, Inc.)

Sponsor-wide plan assets over time

All The Sundt Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.7B 117.09627709229484% vs 2022
2024 filing year
$0.5B$1B$1.5B$2B 202220232024 $0.76B $1.66B ▲ +118.4%
Year Plans Participants Total Assets
2022 2 4,058 $763M
2023 2 5,429 $1.2B
2024 2 7,061 $1.7B

Nearby ESOP Plans in Arizona

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

The Sundt Companies Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 0200400600800 Total assets ($M) Participants The Sundt Companies Employee Stock Ownership Plan, Total assets ($M): 653.823941 · Participants: 1879The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($M): 498.168071 · Participants: 18179U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($M): 309.035135 · Participants: 235Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($M): 190.288581 · Participants: 1362Pima Medical Institute Employee Stock Ownership PlanRvr Employee Stock Ownership Plan, Total assets ($M): 144.534583 · Participants: 139Rvr Employee Stock Ownership PlanRincon Research Corporation Money Purchase Pension Plan, Total assets ($M): 113.202671 · Participants: 302Rincon Research Corporation Money Purchase Pension Plan
The Sundt Companies Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare The Sundt Companies Employee Stock Ownership Plan side-by-side with 3 peers →

The Sundt Companies Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Arizona, the nearest ESOP by assets is Andersen Corporation Employee Stock Ownership Plan in MN ($647M); by covered participants it is Mayville Engineering Company, Inc. Employee Stock Ownership Plan in WI (1,879 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,879 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 The Sundt Companies Employee Stock Ownership Plan assets move in 2022? ▼
The Sundt Companies Employee Stock Ownership Plan surged - up 47.2% during 2022, from $444M to $654M. Reported net income was $167M.
How have The Sundt Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Sundt Companies, Inc.'s sponsor-wide assets grew 117.1%, from $763M to $1.7B.
Where does The Sundt Companies Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
The Sundt Companies Employee Stock Ownership Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to The Sundt Companies Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Andersen Corporation Employee Stock Ownership Plan in MN ($647M, 9,416 participants).
Which ESOP plans cover a similar participant headcount to The Sundt Companies Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mayville Engineering Company, Inc. Employee Stock Ownership Plan in WI (1,879 participants, $72M 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 860923877.

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.