ESOP · DOL Form 5500 · 2024
Summit Companies Holdings, Inc. ESOP
Data updated 2026-08-25
- $754M
- Total assets Above avg plan size
- 354
- Participants Below avg headcount
- 98th
- Percentile by assets National rank
- $2.1M
- Avg per participant High balance/head
Official DOL plan name: Summit Companies Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Summit Companies Holdings, Inc. · Florida · Construction
$754M in assets, 354 participants
Summit Companies Holdings, Inc.'s Summit Companies Holdings, Inc. Employee Stock Ownership Plan reported $754M in total assets and 354 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #8,861 in Construction (9,039 peers)
Where Summit Companies Holdings, Inc. Employee Stock Ownership Plan sits by assets
Summit Companies Holdings, Inc. Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $754M for 354 participants (~$2.1M/participant), up 105.1% in 2024.
- #8,861
- in Construction (9,039 peers)
- +105.1%
- assets growth YoY
- 7.6×
- vs typical plan assets (national mean)
Summit Companies Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets
Summit Companies Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$753,885,360 Top 2% higher than 98% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Summit Companies Holdings, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Summit Companies Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (354 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Summit Companies Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $368M in the plan year 2023 filing to $754M in the plan year 2024 filing.
- Summit Companies Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 233 in the plan year 2023 filing to 354 in the plan year 2024 filing.
- Summit Companies Holdings, Inc. Employee Stock Ownership Plan reported net income rose from $265M in the plan year 2023 filing to $356M in the plan year 2024 filing.
DOL schedule card
Filing strip 873001353 · Summit Companies Holdings, Inc. PY 2024 · ESOP
Summit Companies Holdings, Inc. Employee Stock Ownership Plan · $754M · 354 · 98th
- ASSETS $754M
- PCT 354
- EIN 98th
- RANK ESOP
- PHOTO near Magnolia Employee Stock Ownership Plan
- IND ind #8861
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 →
Summit Companies Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $368M |
|---|---|
| Net Assets (End of Year) | $382M |
| Net Income | $356M |
| Employer EIN | 873001353 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Summit Companies Holdings, Inc.)
Sponsor-wide plan assets over time
All Summit Companies Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $754M 604.2097033182288% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 225 | $107M |
| 2023 | 1 | 233 | $368M |
| 2024 | 1 | 354 | $754M |
Nearby ESOP Plans in Florida
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $14.3B · 149,213
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $1.1B · 16,036
- Thirty Fifteen Employee Stock Ownership Plan $725M · 4,730
- Western Global Airlines, Inc. Employee Stock Ownership Plan $441M · 353
- Rsr Employee Stock Ownership Plan $386M · 366
Summit Companies Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Florida, the nearest ESOP by assets is Magnolia Employee Stock Ownership Plan in LA ($731M); by covered participants it is Vps Employee Stock Ownership Plan in SD (354 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($754M here).
- Magnolia Employee Stock Ownership Plan (LA) $731M · 745
- Consigli Building Group Employee Stock Ownership Plan (MA) $729M · 1,684
- Sheetz, Inc. Employee Stock Ownership Plan (PA) $721M · 14,939
- Woodman's Employees' Profit Sharing and Stock Ownership Plan (WI) $796M · 2,967
Similar participant headcount
Nearest other-state filings by covered participants (354 participants); asset peers above are excluded.
- Vps Employee Stock Ownership Plan (SD) 354 · 0 off
- United Bank Corporation Employee Stock Ownership Plan (GA) 354 · 0 off
- Martin ESOP (TX) 355 · 1 off
- The Cornwell Quality Tools Company Employee Stock Ownership Plan (OH) 352 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.