ESOP · DOL Form 5500 · 2023

Sonny Merryman, Inc. ESOP

Data updated 2026-08-25

$30M
Total assets Below avg plan size
121
Participants Small participant base
79th
Percentile by assets National rank
$251,496
Avg per participant Above avg balance/head
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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.

  • #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.

#4,966
in Wholesale Trade (6,309 peers)
+20.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust's outsized position 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

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

Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust 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. Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

Plan-year Form 5500 strip

Filing strip 540806176 · Sonny Merryman, Inc. PY 2023 · ESOP

Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust · $30M · 121 · 79th

  • PHOTO $30M
  • PHOTO 121
  • PHOTO 79th
  • PHOTO ESOP
  • PHOTO near Haumiller Engineering Company Employee Stock Ownership Plan
  • PHOTO ind #4966

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 Virginia →

Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Sonny Merryman, Inc. Employee Stock Ownership Plan and TrustSonny Merryman, Inc. Employe…$30MHaumiller Engineering Company Employee Stock Ownership PlanHaumiller Engineering Compan…$30MKelley Bean Co. Inc., Employee Stock Ownership PlanKelley Bean Co. Inc., Employ…$30MChestnut Ridge Foam, Inc. Employee Stock Ownership PlanChestnut Ridge Foam, Inc. Em…$30MGreat Lakes Dental Technologies, Ltd. Employee Stock Ownership PlanGreat Lakes Dental Technolog…$30M
End-of-year total assets ($M) among Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$30M
Net Income$5M
Employer EIN540806176
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sonny Merryman, Inc.)

Sponsor-wide plan assets over time

All Sonny Merryman, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 21.73784360272244% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $27.3M $33.3M ▲ +21.7%
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 Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.03043106 · Participants: 121Sonny Merryman, Inc. Employee Stock Ownership Plan and TrustNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.200416394 · Participants: 6866Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.351932601 · Participants: 1751The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($B): 0.331314714 · Participants: 1782American Systems Corporation Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.321520666 · Participants: 1652Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.320954252 · Participants: 444New River Electrical Corporation Employee Stock Ownership Plan
Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Haumiller Engineering Company Employee Stock Ownership Plan in IL ($30M); by covered participants it is Advanced Manufacturing Group, Inc. Employee Stock Ownership Plan in OH (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 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).
Which ESOP plans cover a similar participant headcount to Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Advanced Manufacturing Group, Inc. Employee Stock Ownership Plan in OH (121 participants, $85K 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 540806176.

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.