ESOP · DOL Form 5500 · 2022
R.E. Sweeney Company, Inc. ESOP
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 166
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $115,749
- Avg per participant Below avg balance/head
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.
- #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.
- #5,066
- in Wholesale Trade (6,843 peers)
- +35.5%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
R.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan and Trust's outsized position by total assets
R.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$19,214,338 Top 23% higher than 77% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
R.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan and Trust 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. R.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan and Trust sits mid-pack in the medium band (166 participants).
Form 5500 schedule snapshot
Filing strip 751037451 · R.E. Sweeney Company, Inc. PY 2022 · ESOP
R.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan and Trust · $19M · 166 · 77th
- VS-ST $19M
- VS-ST 166
- VS-ST 77th
- VS-ST ESOP
- VS-ST near Jenner Ag Employee Stock Ownership Plan and Trust
- VS-ST ind #5066
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 →
R.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan and Trust in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All R.E. Sweeney Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 10.848476798940458% vs 2022
- 2024 filing year
| 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.
- 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
R.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Texas, the nearest ESOP by assets is Jenner Ag Employee Stock Ownership Plan and Trust in IL ($19M); by covered participants it is Helicopters, Inc. Employee Stock Ownership Plan in IL (166 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (166 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.