ESOP · DOL Form 5500 · 2022
R.E. Sweeney Company, Inc. ESOP
Data updated 2026-08-11
- $19M
- Total assets
- 166
- Participants
- 77th
- Percentile by assets
- $115,749
- Avg per participant
Official DOL plan name: R.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan and Trust · Sponsored by R.E. Sweeney Company, Inc. · Texas · Wholesale Trade
$19M in assets, 166 participants
R.E. Sweeney Company, Inc.'s R.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan and Trust reported $19M in total assets and 166 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.
- 77th percentile by assets (of 139,126 plans)
- #5,066 in Wholesale Trade (6,843 peers)
Coverage in Texas
R.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan and Trust covers 166 participants in Texas, about 24% of the average Texas filer (state average ~688 per filing). Assets: $19M.
- $19M
- total plan assets (2022 EOY)
- 166
- covered participants
- 77th
- percentile by assets (of 139,126 plans)
- $115,749
- avg assets per participant
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. R.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan and Trust reports 166 participants - about 24% of that state average ($19M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $5M |
| Employer EIN | 751037451 |
| Plan Effective Date | 1977-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (R.E. Sweeney Company, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 166 | $19M |
| 2023 | 1 | 160 | $19M |
| 2024 | 1 | 162 | $17M |
Nearby ESOP Plans in Texas
Peer ESOP plans, same state, same plan type, ranked by total assets.
R.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan and Trust vs. nearby ESOP plans in Texas, assets vs. participants
- Sammons Enterprises, Inc. Employee Stock Ownership Plan $20.6B · 2,620
- Highland Homes Employee Stock Ownership Plan $520M · 690
- Cactus Feeders, Inc. Employee Stock Ownership Plan $495M · 818
- Austin Industries Employee Stock Ownership Plan $422M · 5,325
- Lja Engineering ESOP $353M · 1,298
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to R.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan and Trust by total assets, not by location.
- Jenner Ag Employee Stock Ownership Plan and Trust (IL) $19M · 93
- Glass & Metals, Inc. Employee Stock Ownership and Savings Plan (VA) $19M · 81
- Waterfront Services Company Employee Stock Ownership Plan and Trust (IL) $19M · 76
- Meadowvale, Inc. Amended and Restated Employee Stock Ownership Plan (IL) $19M · 31
Frequently Asked Questions
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Filing takeaways
Ways to act on R.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan and Trust's numbers.
- By total assets, R.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan and Trust 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
- R.E. Sweeney Company, Inc.'s sponsor-wide assets have declined 10.8% since 2022 across 3 plan years on file. More Wholesale Trade plans