ESOP · DOL Form 5500 · 2023
Siddons Martin Holding, Inc. ESOP
Data updated 2026-08-11
- $20M
- Total assets
- 365
- Participants
- 73rd
- Percentile by assets
- $55,899
- Avg per participant
Official DOL plan name: Siddons Martin Employee Stock Ownership Plan · Sponsored by Siddons Martin Holding, Inc. · Texas · Healthcare & Social Assistance
$20M in assets, 365 participants
Siddons Martin Holding, Inc.'s Siddons Martin Employee Stock Ownership Plan reported $20M in total assets and 365 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- 73rd percentile by assets (of 127,072 plans)
- #13,668 in Healthcare & Social Assistance (17,684 peers)
Siddons Martin Holding, Inc. multi-year trail
Siddons Martin Holding, Inc.'s plans moved +100.8% in assets from 2022 to 2024; this filing shows Siddons Martin Employee Stock Ownership Plan at $20M / 365 participants.
- $20M
- total plan assets (2023 EOY)
- 365
- covered participants
- 73rd
- percentile by assets (of 127,072 plans)
- $55,899
- avg assets per participant
Where Siddons Martin Employee Stock Ownership Plan sits by total assets
Siddons Martin Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,403,069 Top 27% higher than 73% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Siddons Martin Employee Stock Ownership Plan reported net income rose from -$9M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Siddons Martin Employee Stock Ownership Plan end-of-year assets rose from $13M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Siddons Martin Employee Stock Ownership Plan reported participants rose from 328 in the plan year 2022 filing to 365 in the plan year 2023 filing.
Siddons Martin Holding, Inc. across 3 plan years on file
Across the 3 plan years Siddons Martin Holding, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $13M to $27M, a gain of 100.8%, while reported participants moved from 328 to 416 (+26.8%). Peak year by sponsor assets: 2024 ($27M); trough: 2022 ($13M).
Siddons Martin Holding, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 328 | $13M |
| 2023 | 1 | 365 | $20M |
| 2024 | 1 | 416 | $27M |
Siddons Martin Holding, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $7M |
| Employer EIN | 844074651 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Texas
Peer ESOP plans, same state, same plan type, ranked by total assets.
Siddons Martin Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
- Sammons Enterprises, Inc. Employee Stock Ownership Plan $21.2B · 3,000
- Highland Homes Employee Stock Ownership Plan $885M · 791
- Austin Industries Employee Stock Ownership Plan $498M · 4,510
- Cactus Feeders, Inc. Employee Stock Ownership Plan $447M · 831
- Lja Engineering, Inc. Employee Stock Ownership Plan $397M · 1,439
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Siddons Martin Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Siddons Martin Employee Stock Ownership Plan assets move in 2023? ▼
How have Siddons Martin Holding, Inc. plan assets changed over time? ▼
Which ESOP plans are similar in size to Siddons Martin Employee Stock Ownership Plan? ▼
Next read for Siddons Martin Employee Stock Ownership …
Multi-year trail
Ways to act on Siddons Martin Employee Stock Ownership Plan's numbers.
- By total assets, Siddons Martin Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Texas. Compare plans
- Siddons Martin Holding, Inc.'s sponsor-wide assets have grown 100.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans