401(k) · DOL Form 5500 · 2023
Sammons Corporation 401(k) Plan
Data updated 2026-08-11
- $285M
- Total assets
- 3,024
- Participants
- 96th
- Percentile by assets
- $94,110
- Avg per participant
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.
- 96th percentile by assets (of 127,072 plans)
- #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.
- $285M
- total plan assets (2023 EOY)
- 3,024
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $94,110
- avg assets per participant
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.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Sammons Enterprises, Inc. 401(k) Savings Plan reports 3,024 participants - 4.4x that state average ($285M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $226M |
|---|---|
| Net Assets (End of Year) | $285M |
| Net Income | $53M |
| Employer EIN | 750864422 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sammons Corporation)
| 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
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Sammons Enterprises, Inc. 401(k) Savings Plan by total assets, not by location.
- New York Independent System Inc. 401(k) Retirement Plan (NY) $285M · 571
- Warburg Pincus LLC Profit Sharing Plan (NY) $285M · 497
- Pjtc Holdings, Inc. 401(k) Savings and Profit Sharing Plan (PA) $285M · 723
- Ntn Retirement Savings Plan (IL) $285M · 4,169
Frequently Asked Questions
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Filing takeaways
Ways to act on Sammons Enterprises, Inc. 401(k) Savings Plan's numbers.
- By total assets, Sammons Enterprises, Inc. 401(k) Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Sammons Corporation's sponsor-wide assets have declined 98.4% since 2022 across 3 plan years on file. More Finance & Insurance plans