ESOP · DOL Form 5500 · 2023
The Sundt Companies, Inc. ESOP
Data updated 2026-08-11
- $1.1B
- Total assets
- 2,392
- Participants
- 99th
- Percentile by assets
- $444,965
- Avg per participant
Official DOL plan name: The Sundt Companies Employee Stock Ownership Plan · Sponsored by The Sundt Companies, Inc. · Arizona · Management of Enterprises
$1.1B in assets, 2,392 participants
The Sundt Companies, Inc.'s The Sundt Companies Employee Stock Ownership Plan reported $1.1B in total assets and 2,392 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 127,072 plans)
- #1,083 in Management of Enterprises (1,137 peers)
Coverage in Arizona
The Sundt Companies Employee Stock Ownership Plan covers 2,392 participants in Arizona, 4.2x the typical Arizona plan (state average ~564 per filing). Assets: $1.1B.
- $1.1B
- total plan assets (2023 EOY)
- 2,392
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $444,965
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Sundt Companies Employee Stock Ownership Plan reported net income rose from $167M in the plan year 2022 filing to $411M in the plan year 2023 filing.
- The Sundt Companies Employee Stock Ownership Plan end-of-year assets rose from $654M in the plan year 2022 filing to $1.1B in the plan year 2023 filing.
- The Sundt Companies Employee Stock Ownership Plan reported participants rose from 1,879 in the plan year 2022 filing to 2,392 in the plan year 2023 filing.
Participants vs Arizona filers
In Arizona, the average filing covers about 564 participants across 2,304 plans. The Sundt Companies Employee Stock Ownership Plan reports 2,392 participants - 4.2x that state average ($1.1B EOY assets).
Arizona filing particulars
| Total Assets (Beginning of Year) | $654M |
|---|---|
| Net Assets (End of Year) | $1.0B |
| Net Income | $411M |
| Employer EIN | 860923877 |
| Plan Effective Date | 1957-04-02 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Sundt Companies, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,058 | $763M |
| 2023 | 2 | 5,429 | $1.2B |
| 2024 | 2 | 7,061 | $1.7B |
Nearby ESOP Plans in Arizona
Peer ESOP plans, same state, same plan type, ranked by total assets.
The Sundt Companies Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
- U-Haul Holding Company Employee Stock Ownership Plan $619M · 19,740
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan $313M · 253
- Pima Medical Institute Employee Stock Ownership Plan $216M · 1,057
- Wilson Electric Services Corp. Employee Stock Ownership Plan $167M · 726
- Rvr Employee Stock Ownership Plan $161M · 136
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to The Sundt Companies Employee Stock Ownership Plan by total assets, not by location.
- The Bank of America Transferred Savings Account Plan (RI) $1.1B · 4,647
- Hypertherm Associate Stock Ownership Plan (NH) $1.0B · 1,417
- Evapco, Inc. Employee Stock Ownership Plan (MD) $1.1B · 1,617
- Rosendin Electric, Inc. Employee Stock Ownership Plan (CA) $1.1B · 1,700
Frequently Asked Questions
How did The Sundt Companies Employee Stock Ownership Plan assets move in 2023? ▼
How have The Sundt Companies, Inc. plan assets changed over time? ▼
Where does The Sundt Companies Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to The Sundt Companies Employee Stock Ownership Plan? ▼
Next read for The Sundt Companies Employee Stock Owner…
Filing takeaways
Ways to act on The Sundt Companies Employee Stock Ownership Plan's numbers.
- By total assets, The Sundt Companies Employee Stock Ownership Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Arizona. Compare plans
- The Sundt Companies, Inc.'s sponsor-wide assets have grown 117.1% since 2022 across 3 plan years on file. More Management of Enterprises plans