ESOP · DOL Form 5500 · 2023

Sonny Merryman, Inc. ESOP

Data updated 2026-08-11

$30M
Total assets: 121
Participants: 79th
Percentile by assets: $251,496
Avg per participant

Official DOL plan name: Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Sonny Merryman, Inc. · Virginia · Wholesale Trade

$30M in assets, 121 participants

Sonny Merryman, Inc.'s Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust reported $30M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

79th percentile by assets (of 127,072 plans)
#4,966 in Wholesale Trade (6,309 peers)

Coverage in Virginia

Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust covers 121 participants in Virginia, about 15% of the average Virginia filer (state average ~782 per filing). Assets: $30M.

$30M
total plan assets (2023 EOY): 121
covered participants: 79th
percentile by assets (of 127,072 plans): $251,496
avg assets per participant

Where Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust sits by total assets

Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$30,431,060 Top 21% higher than 79% 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

Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $895K in the plan year 2022 filing to $5M in the plan year 2023 filing.
Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $25M in the plan year 2022 filing to $30M in the plan year 2023 filing.
Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 129 in the plan year 2022 filing to 121 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Virginia

Industry

Wholesale Trade

Participants vs Virginia filers

In Virginia, the average filing covers about 782 participants across 3,655 plans. Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust reports 121 participants - about 15% of that state average ($30M EOY assets).

Virginia filing particulars

Total Assets (Beginning of Year)	$25M
Net Assets (End of Year)	$30M
Net Income	$5M
Employer EIN	540806176
Plan Effective Date	2001-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Sonny Merryman, Inc.)

Total plan assets by year, all Sonny Merryman, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	290	$27M
2023	1	121	$30M
2024	1	119	$33M

Nearby ESOP Plans in Virginia

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

Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants

Nvr, Inc. Employee Stock Ownership Plan $1.2B · 6,866
The Resorts Companies, Inc. Employee Stock Ownership Plan $352M · 1,751
American Systems Corporation Employee Stock Ownership Plan $331M · 1,782
Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust $322M · 1,652
New River Electrical Corporation Employee Stock Ownership Plan $321M · 444

Compare Sonny Merryman, Inc. Employee Stock Owne… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.

Haumiller Engineering Company Employee Stock Ownership Plan (IL) $30M · 141
Kelley Bean Co. Inc., Employee Stock Ownership Plan (NE) $30M · 170
Chestnut Ridge Foam, Inc. Employee Stock Ownership Plan (PA) $30M · 122
Great Lakes Dental Technologies, Ltd. Employee Stock Ownership Plan (NY) $30M · 193

Frequently Asked Questions

How did Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼

Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust grew sharply - up 20.2% during 2023, from $25M to $30M. Reported net income was $5M.

How have Sonny Merryman, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Sonny Merryman, Inc.'s sponsor-wide assets grew 21.7%, from $27M to $33M.

Where does Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼

Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which ESOP plans are similar in size to Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust? ▼

Among ESOP plans in other states, the closest by assets is Haumiller Engineering Company Employee Stock Ownership Plan in IL ($30M, 141 participants).

Next read for Sonny Merryman, Inc. Employee Stock Owne…

Filing takeaways

Ways to act on Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust's numbers.

By total assets, Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Virginia. Compare plans
Sonny Merryman, Inc.'s sponsor-wide assets have grown 21.7% since 2022 across 3 plan years on file. More Wholesale Trade 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 540806176.