ESOP · DOL Form 5500 · 2024

Sawcross, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
75
Participants Small participant base
31st
Percentile by assets National rank
$31,040
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sawcross, Inc. Employee Stock Ownership Plan · Sponsored by Sawcross, Inc. · Florida · Construction

$2M in assets, 75 participants

Sawcross, Inc.'s Sawcross, Inc. Employee Stock Ownership Plan reported $2M in total assets and 75 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #2,674 in Construction (9,039 peers)

Sawcross, Inc. multi-year trail

Sawcross, Inc.'s plans moved -74.0% in assets from 2022 to 2024; this filing shows Sawcross, Inc. Employee Stock Ownership Plan at $2M / 75 participants.

#2,674
in Construction (9,039 peers)
+40.6%
assets growth YoY

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 2024 · DOL Form 5500

$2,328,000 31st percentile higher than 31% of 123,620 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 2024

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

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sawcross, Inc. Employee Stock Ownership Plan is a small filing (75 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sawcross, Inc. Employee Stock Ownership Plan reported net income rose from -$7M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Sawcross, Inc. Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Sawcross, Inc. Employee Stock Ownership Plan reported participants fell from 119 in the plan year 2023 filing to 75 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 593136689 · Sawcross, Inc. PY 2024 · ESOP

Sawcross, Inc. Employee Stock Ownership Plan · $2M · 75 · 31st

  • PHOTO $2M
  • IND 75
  • EOY 31st
  • 5500 ESOP
  • ASSETS near First Security State Bank 401(k) Employee Stock Ownership Plan
  • PCT ind #2674

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…$2MFirst Security State Bank 401(k) Employee Stock Ownership PlanFirst Security State Bank 40…$2MM & K Retirement Savings Plan$2MNorwalk Furniture, Inc. Employee Stock Ownership PlanNorwalk Furniture, Inc. Empl…$2MEls, Inc. Employee Stock Ownership PlanEls, Inc. Employee Stock Own…$2M
End-of-year total assets ($M) among Sawcross, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Sawcross, Inc. multi-year asset trail

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

Sawcross, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$18M
Net Income$3M
Employer EIN593136689
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

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. -50000050000100000150000200000 -505101520 Total assets ($B) Participants Sawcross, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002328 · Participants: 75Sawcross, Inc. Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 14.286420169 · Participants: 149213Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 1.130328955 · Participants: 16036Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.75388536 · Participants: 354Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.724566492 · Participants: 4730Thirty Fifteen Employee Stock Ownership PlanWestern Global Airlines, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.441212218 · Participants: 353Western Global Airlines, Inc. 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 First Security State Bank 401(k) Employee Stock Ownership Plan in IA ($2M); by covered participants it is E80 Holdings, Inc. Employee Stock Ownership Plan in WI (75 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (75 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Sawcross, Inc. Employee Stock Ownership Plan surged - up 40.6% during 2024, from $2M to $2M. Reported net income was $3M.
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 First Security State Bank 401(k) Employee Stock Ownership Plan in IA ($2M, 18 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 E80 Holdings, Inc. Employee Stock Ownership Plan in WI (75 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.