ESOP · DOL Form 5500 · 2023
Sammons Corporation ESOP
Data updated 2026-08-25
- $21.2B
- Total assets Mega-plan scale
- 3,000
- Participants Above avg headcount
- 100th
- Percentile by assets National rank
- $7.1M
- Avg per participant High balance/head
Official DOL plan name: Sammons Enterprises, Inc. Employee Stock Ownership Plan · Sponsored by Sammons Corporation · Texas · Management of Enterprises
$21.2B in assets, 3,000 participants
Sammons Corporation's Sammons Enterprises, Inc. Employee Stock Ownership Plan reported $21.2B in total assets and 3,000 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.
- #1,135 in Management of Enterprises (1,137 peers)
Coverage in Texas
Sammons Enterprises, Inc. Employee Stock Ownership Plan covers 3,000 participants in Texas, 4.4x the typical Texas plan (state average ~688 per filing). Assets: $21.2B.
- #1,135
- in Management of Enterprises (1,137 peers)
- +3.0%
- assets growth YoY
- 212×
- vs typical plan assets (national mean)
Sammons Enterprises, Inc. Employee Stock Ownership Plan's outsized position by total assets
Sammons Enterprises, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,162,853,360 Highest reported value at or above every one of 127,068 filed plans
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. Employee Stock Ownership 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. Employee Stock Ownership Plan lands in the large band (3,000 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sammons Enterprises, Inc. Employee Stock Ownership Plan reported net income fell from $1.7B in the plan year 2022 filing to $613M in the plan year 2023 filing.
- Sammons Enterprises, Inc. Employee Stock Ownership Plan reported participants rose from 2,620 in the plan year 2022 filing to 3,000 in the plan year 2023 filing.
- Sammons Enterprises, Inc. Employee Stock Ownership Plan end-of-year assets rose from $20.6B in the plan year 2022 filing to $21.2B in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 750864422 · Sammons Corporation PY 2023 · ESOP
Sammons Enterprises, Inc. Employee Stock Ownership Plan · $21.2B · 3,000 · 100th
- TYPE $21.2B
- NET 3,000
- BOOK 100th
- VS-ST ESOP
- BOY near Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan
- SCH ind #1135
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 →
Sammons Enterprises, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $20.6B |
|---|---|
| Net Assets (End of Year) | $21.2B |
| Net Income | $613M |
| Employer EIN | 750864422 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,290 | $20.8B |
| 2023 | 2 | 6,024 | $21.4B |
| 2024 | 1 | 3,469 | $341M |
Nearby ESOP Plans in Texas
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Highland Homes Employee Stock Ownership Plan $885M · 791
- Austin Industries Employee Stock Ownership Plan $498M · 4,510
- Cactus Feeders, Inc. Employee Stock Ownership Plan $447M · 831
- Lja Engineering, Inc. Employee Stock Ownership Plan $397M · 1,439
- Air Tractor Holdings, Inc. Employee Stock Ownership Plan $357M · 308
Sammons Enterprises, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Texas, the nearest ESOP by assets is Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan in OH ($23.1B); by covered participants it is Border States Industries, Inc. Employee Stock Ownership Plan in ND (2,973 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21.2B here).
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan (OH) $23.1B · 32,152
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust (FL) $11.8B · 141,229
- Wawa, Inc. Employee Stock Ownership Plan (PA) $5.3B · 42,695
- Burns & Mcdonnell, Inc. Employee Stock Ownership Plan (MO) $4.7B · 8,553
Similar participant headcount
Nearest other-state filings by covered participants (3,000 participants); asset peers above are excluded.
- Border States Industries, Inc. Employee Stock Ownership Plan (ND) 2,973 · 27 off
- Westat, Inc. Employee Stock Ownership Plan (MD) 3,046 · 46 off
- Skogen's Foodliner & Associates Employee Stock Ownership Plan (WI) 3,059 · 59 off
- Csc Employee Stock Ownership Plan (CA) 2,908 · 92 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.