ESOP · DOL Form 5500 · 2023

Sawcross, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
119
Participants Small participant base
28th
Percentile by assets National rank
$13,924
Avg per participant Low balance/head
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Official DOL plan name: Sawcross, Inc. Employee Stock Ownership Plan · Sponsored by Sawcross, Inc. · Florida · Construction

$2M in assets, 119 participants

Sawcross, Inc.'s Sawcross, Inc. Employee Stock Ownership Plan reported $2M in total assets and 119 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,368 in Construction (9,030 peers)

Coverage in Florida

Sawcross, Inc. Employee Stock Ownership Plan covers 119 participants in Florida, about 19% of the average Florida filer (state average ~628 per filing). Assets: $2M.

#2,368
in Construction (9,030 peers)
-81.5%
assets change YoY

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sawcross, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

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

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

$1,657,000 28th percentile higher than 28% 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

Sawcross, 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. Sawcross, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (119 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sawcross, Inc. Employee Stock Ownership Plan reported participants rose from 60 in the plan year 2022 filing to 119 in the plan year 2023 filing.
  • Sawcross, Inc. Employee Stock Ownership Plan end-of-year assets fell from $9M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sawcross, Inc. Employee Stock Ownership Plan reported net income rose from -$14M in the plan year 2022 filing to -$7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 593136689 · Sawcross, Inc. PY 2023 · ESOP

Sawcross, Inc. Employee Stock Ownership Plan · $2M · 119 · 28th

  • EIN $2M
  • RANK 119
  • PHOTO 28th
  • IND ESOP
  • EOY near Ventura Manufacturing, Inc. Employee Stock Ownership Plan
  • 5500 ind #2368

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 Florida →

Sawcross, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Sawcross, Inc. Employee Stock Ownership PlanSawcross, Inc. Employee Stoc…$2MVentura Manufacturing, Inc. Employee Stock Ownership PlanVentura Manufacturing, Inc. …$2MVeterinary Service, Inc. Employee Stock Ownership PlanVeterinary Service, Inc. Emp…$2MShare Corporation Employee Stock Ownership TrustShare Corporation Employee S…$2MGeo Consultants Employee Stock Ownership PlanGeo Consultants Employee Sto…$2M
End-of-year total assets ($M) among Sawcross, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)-$21M
Net Income-$7M
Employer EIN593136689
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sawcross, Inc.)

Sponsor-wide plan assets over time

All Sawcross, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 74.02945113788488% vs 2022
2024 filing year
$0M$5M$10M 202220232024 $8.96M $2.33M ▼ -74.0%
Year Plans Participants Total Assets
2022 1 60 $9M
2023 1 119 $2M
2024 1 75 $2M

Nearby ESOP Plans in Florida

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

Sawcross, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Sawcross, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.001657 · Participants: 119Sawcross, Inc. Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.810430673 · Participants: 141229Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.836004639 · Participants: 15500Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.390019755 · Participants: 382Rsr Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.367604547 · Participants: 233Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.324400117 · Participants: 5365Thirty Fifteen Employee Stock Ownership Plan
Sawcross, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Sawcross, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Florida, the nearest ESOP by assets is Ventura Manufacturing, Inc. Employee Stock Ownership Plan in MI ($2M); by covered participants it is Superior Electric Great Lakes Company Employee Stock Ownership Plan in MI (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Sawcross, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Sawcross, Inc. Employee Stock Ownership Plan contracted severely - down 81.5% during 2023, from $9M to $2M. Reported net income was -$7M.
How have Sawcross, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sawcross, Inc.'s sponsor-wide assets declined 74.0%, from $9M to $2M.
Which ESOP plans are similar in size to Sawcross, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ventura Manufacturing, Inc. Employee Stock Ownership Plan in MI ($2M, 88 participants).
Which ESOP plans cover a similar participant headcount to Sawcross, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Superior Electric Great Lakes Company Employee Stock Ownership Plan in MI (119 participants, $116M 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 593136689.

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.