ESOP · DOL Form 5500 · 2023

Sbna Holdings, Inc. ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
106
Participants Small participant base
70th
Percentile by assets National rank
$160,004
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sbna Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Sbna Holdings, Inc. · Texas · Wholesale Trade

$17M in assets, 106 participants

Sbna Holdings, Inc.'s Sbna Holdings, Inc. Employee Stock Ownership Plan reported $17M in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,125 in Wholesale Trade (6,309 peers)

Coverage in Texas

Sbna Holdings, Inc. Employee Stock Ownership Plan covers 106 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $17M.

#4,125
in Wholesale Trade (6,309 peers)
-0.1%
assets change YoY

Sbna Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets

Sbna Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$16,960,459 Top 30% higher than 70% 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

Sbna Holdings, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sbna Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sbna Holdings, Inc. Employee Stock Ownership Plan reported net income fell from $7M in the plan year 2022 filing to $611K in the plan year 2023 filing.
  • Sbna Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 81 in the plan year 2022 filing to 106 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 454885938 · Sbna Holdings, Inc. PY 2023 · ESOP

Sbna Holdings, Inc. Employee Stock Ownership Plan · $17M · 106 · 70th

  • IND $17M
  • EOY 106
  • 5500 70th
  • ASSETS ESOP
  • PCT near Holbrook & Manter Employee Stock Ownership Plan
  • EIN ind #4125

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 →

Sbna Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Pacific Aquascapes, Inc. Employee Stock Ownership PlanPacific Aquascapes, Inc. Emp…$17MJack B. Henderson Construction Company, Inc. Employee Stock Ownership PlanJack B. Henderson Constructi…$17MBills Electric, Inc. Employee Stock Ownership PlanBills Electric, Inc. Employe…$17MSbna Holdings, Inc. Employee Stock Ownership PlanSbna Holdings, Inc. Employee…$17MHolbrook & Manter Employee Stock Ownership PlanHolbrook & Manter Employee S…$17M
End-of-year total assets ($M) among Sbna Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$17M
Net Income$611K
Employer EIN454885938
Plan Effective Date2012-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sbna Holdings, Inc.)

Sponsor-wide plan assets over time

All Sbna Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 17.065963797727452% vs 2022
2024 filing year
$13M$14M$15M$16M$17M$18M 202220232024 $17M $14.1M ▼ -17.1%
Year Plans Participants Total Assets
2022 1 81 $17M
2023 1 106 $17M
2024 1 120 $14M

Nearby ESOP Plans in Texas

Peer ESOP plans, same state, same plan type, ranked by total assets.

Sbna Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Sbna Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.016960459 · Participants: 106Sbna Holdings, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Sbna Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Sbna Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Sbna Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Holbrook & Manter Employee Stock Ownership Plan in OH ($17M); by covered participants it is Millstone Weber Employee Stock Ownership Plan in MO (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Sbna Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Sbna Holdings, Inc. Employee Stock Ownership Plan held essentially flat - down 0.1% during 2023, from $17M to $17M. Reported net income was $611K.
How have Sbna Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sbna Holdings, Inc.'s sponsor-wide assets declined 17.1%, from $17M to $14M.
Which ESOP plans are similar in size to Sbna Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Holbrook & Manter Employee Stock Ownership Plan in OH ($17M, 40 participants).
Which ESOP plans cover a similar participant headcount to Sbna Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Millstone Weber Employee Stock Ownership Plan in MO (106 participants, $55M 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 454885938.

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.