ESOP · DOL Form 5500 · 2022
The Sundt Companies, Inc. ESOP
Data updated 2026-08-11
- $654M
- Total assets
- 1,879
- Participants
- 98th
- Percentile by assets
- $347,964
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $654M
- total plan assets (2022 EOY)
- 1,879
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $347,964
- avg assets per participant
Participants vs Arizona filers
In Arizona, the average filing covers about 564 participants across 2,304 plans. The Sundt Companies Employee Stock Ownership Plan reports 1,879 participants - 3.3x that state average ($654M EOY assets).
Arizona filing particulars
| Total Assets (Beginning of Year) | $444M |
|---|---|
| Net Assets (End of Year) | $612M |
| Net Income | $167M |
| Employer EIN | 860923877 |
| Plan Effective Date | 1957-04-02 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Sundt Companies, Inc.)
| 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
- U-Haul Holding Company Employee Stock Ownership Plan $498M · 18,179
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan $309M · 235
- Pima Medical Institute Employee Stock Ownership Plan $190M · 1,362
- Rvr Employee Stock Ownership Plan $145M · 139
- Rincon Research Corporation Money Purchase Pension Plan $113M · 302
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to The Sundt Companies Employee Stock Ownership Plan by total assets, not by location.
- Andersen Corporation Employee Stock Ownership Plan (MN) $647M · 9,416
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan (FL) $662M · 14,200
- Woodman's Employees' Profit Sharing and Stock Ownership Plan (WI) $640M · 2,608
- Employee Owned Brands, Inc. Employee Stock Ownership Plan (IA) $686M · 781
Frequently Asked Questions
How did The Sundt Companies Employee Stock Ownership Plan assets move in 2022? ▼
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Where does The Sundt Companies Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on The Sundt Companies Employee Stock Ownership Plan's numbers.
- By total assets, The Sundt Companies Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Arizona. Compare plans
- The Sundt Companies, Inc.'s sponsor-wide assets have grown 117.1% since 2022 across 3 plan years on file. More Management of Enterprises plans