401(k) · DOL Form 5500 · 2023

Sammons Corporation 401(k) Plan

Data updated 2026-08-25

$285M
Total assets Near avg plan size
3,024
Participants Above avg headcount
96th
Percentile by assets National rank
$94,110
Avg per participant Below avg balance/head
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Official DOL plan name: Sammons Enterprises, Inc. 401(k) Savings Plan · Sponsored by Sammons Corporation · Texas · Finance & Insurance

$285M in assets, 3,024 participants

Sammons Corporation's Sammons Enterprises, Inc. 401(k) Savings Plan reported $285M in total assets and 3,024 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,278 in Finance & Insurance (8,869 peers)

Coverage in Texas

Sammons Enterprises, Inc. 401(k) Savings Plan covers 3,024 participants in Texas, 4.4x the typical Texas plan (state average ~688 per filing). Assets: $285M.

#8,278
in Finance & Insurance (8,869 peers)
+26.1%
assets growth YoY
2.9×
vs typical plan assets (national mean)

Sammons Enterprises, Inc. 401(k) Savings Plan's outsized position by total assets

Sammons Enterprises, Inc. 401(k) Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$284,589,473 Top 4% higher than 96% of 127,068 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 2023

Sammons Enterprises, Inc. 401(k) Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sammons Enterprises, Inc. 401(k) Savings Plan lands in the large band (3,024 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sammons Enterprises, Inc. 401(k) Savings Plan reported net income rose from -$33M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • Sammons Enterprises, Inc. 401(k) Savings Plan end-of-year assets rose from $226M in the plan year 2022 filing to $285M in the plan year 2023 filing.
  • Sammons Enterprises, Inc. 401(k) Savings Plan reported participants rose from 2,670 in the plan year 2022 filing to 3,024 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 750864422 · Sammons Corporation PY 2023 · 401(k)

Sammons Enterprises, Inc. 401(k) Savings Plan · $285M · 3,024 · 96th

  • SCH $285M
  • EBSA 3,024
  • PART 96th
  • TYPE 401(k)
  • NET near New York Independent System Inc. 401(k) Retirement Plan
  • BOOK ind #8278

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 Finance & Insurance retirement plans → · Plans in Texas →

Sammons Enterprises, Inc. 401(k) Savings Plan in the asset neighbourhood

Ntn Retirement Savings Plan$285MPjtc Holdings, Inc. 401(k) Savings and Profit Sharing PlanPjtc Holdings, Inc. 401(k) S…$285MSammons Enterprises, Inc. 401(k) Savings PlanSammons Enterprises, Inc. 40…$285MNew York Independent System Inc. 401(k) Retirement PlanNew York Independent System …$285MWarburg Pincus LLC Profit Sharing PlanWarburg Pincus LLC Profit Sh…$285M
End-of-year total assets ($M) among Sammons Enterprises, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$226M
Net Assets (End of Year)$285M
Net Income$53M
Employer EIN750864422
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sammons Corporation)

Sponsor-wide plan assets over time

All Sammons Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$341M 98.3571598791245% vs 2022
2024 filing year
$0B$10B$20B$30B 202220232024 $20.8B $0.34B ▼ -98.4%
Year Plans Participants Total Assets
2022 2 5,290 $20.8B
2023 2 6,024 $21.4B
2024 1 3,469 $341M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Sammons Enterprises, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Sammons Enterprises, Inc. 401(k) Savings Plan, Total assets ($B): 0.284589473 · Participants: 3024Sammons Enterprises, Inc. 401(k) Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Sammons Enterprises, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Sammons Enterprises, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Sammons Enterprises, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is New York Independent System Inc. 401(k) Retirement Plan in NY ($285M); by covered participants it is Retirement Savings Plan of Father Flanagan's Boys' Home in NE (3,024 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,024 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sammons Enterprises, Inc. 401(k) Savings Plan assets move in 2023? ▼
Sammons Enterprises, Inc. 401(k) Savings Plan grew sharply - up 26.1% during 2023, from $226M to $285M. Reported net income was $53M.
How have Sammons Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sammons Corporation's sponsor-wide assets declined 98.4%, from $20.8B to $341M.
Where does Sammons Enterprises, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Sammons Enterprises, Inc. 401(k) Savings Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Sammons Enterprises, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is New York Independent System Inc. 401(k) Retirement Plan in NY ($285M, 571 participants).
Which 401(k) plans cover a similar participant headcount to Sammons Enterprises, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Retirement Savings Plan of Father Flanagan's Boys' Home in NE (3,024 participants, $337M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 750864422.

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.