ESOP · DOL Form 5500 · 2023

Summit Companies Holdings, Inc. ESOP

Data updated 2026-08-11

$368M
Total assets: 233
Participants: 97th
Percentile by assets: $1.6M
Avg per participant

Official DOL plan name: Summit Companies Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Summit Companies Holdings, Inc. · Florida · Construction

$368M in assets, 233 participants

Summit Companies Holdings, Inc.'s Summit Companies Holdings, Inc. Employee Stock Ownership Plan reported $368M in total assets and 233 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

97th percentile by assets (of 127,072 plans)
#8,681 in Construction (9,030 peers)

Coverage in Florida

Summit Companies Holdings, Inc. Employee Stock Ownership Plan covers 233 participants in Florida, about 37% of the average Florida filer (state average ~628 per filing). Assets: $368M.

$368M
total plan assets (2023 EOY): 233
covered participants: 97th
percentile by assets (of 127,072 plans): $1.6M
avg assets per participant

Summit Companies Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $107M in the plan year 2022 filing to $368M in the plan year 2023 filing.
Summit Companies Holdings, Inc. Employee Stock Ownership Plan reported net income rose from $91M in the plan year 2022 filing to $265M in the plan year 2023 filing.
Summit Companies Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 225 in the plan year 2022 filing to 233 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Florida

Industry

Construction

Participants vs Florida filers

In Florida, the average filing covers about 628 participants across 6,617 plans. Summit Companies Holdings, Inc. Employee Stock Ownership Plan reports 233 participants - about 37% of that state average ($368M EOY assets).

Florida filing particulars

Total Assets (Beginning of Year)	$107M
Net Assets (End of Year)	$26M
Net Income	$265M
Employer EIN	873001353
Plan Effective Date	2021-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Summit Companies Holdings, Inc.)

Total plan assets by year, all Summit Companies Holdings, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	225	$107M
2023	1	233	$368M
2024	1	354	$754M

Nearby ESOP Plans in Florida

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

Summit Companies Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants

Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $11.8B · 141,229
Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $836M · 15,500
Rsr Employee Stock Ownership Plan $390M · 382
Thirty Fifteen Employee Stock Ownership Plan $324M · 5,365
United States Sugar Corporation - ESOP Ownership Plan $237M · 732

Compare Summit Companies Holdings, Inc. Employee… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Summit Companies Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.

Allied Mineral Products Employee Stock Ownership Plan (OH) $368M · 591
Brent Scarbrough & Company Employee Stock Ownership Plan (GA) $367M · 439
Urschel Laboratories Employee Stock Ownership Plan (IN) $366M · 487
Nibco Inc. Employee Stock Ownership Plan (IN) $365M · 1,242

Frequently Asked Questions

How did Summit Companies Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼

Summit Companies Holdings, Inc. Employee Stock Ownership Plan surged - up 243.4% during 2023, from $107M to $368M. Reported net income was $265M.

How have Summit Companies Holdings, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Summit Companies Holdings, Inc.'s sponsor-wide assets grew 604.2%, from $107M to $754M.

Where does Summit Companies Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Summit Companies Holdings, Inc. Employee Stock Ownership Plan ranks in the 97th 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 ESOP plans are similar in size to Summit Companies Holdings, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Allied Mineral Products Employee Stock Ownership Plan in OH ($368M, 591 participants).

Next read for Summit Companies Holdings, Inc. Employee…

Filing takeaways

Ways to act on Summit Companies Holdings, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Summit Companies Holdings, Inc. Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Florida. Compare plans
Summit Companies Holdings, Inc.'s sponsor-wide assets have grown 604.2% since 2022 across 3 plan years on file. More Construction plans

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 873001353.