ESOP · DOL Form 5500 · 2024

Summit Companies Holdings, Inc. ESOP

Data updated 2026-07-24

$754M
Total assets: 354
Participants: 98th
Percentile by assets: $2.1M
Avg per participant

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.

98th percentile by assets (of 116,472 plans)

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.

$754M
total plan assets (2024 EOY): 354
covered participants: 98th
percentile by assets (of 116,472 plans): $2.1M
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Florida

Industry

Construction

Summit Companies Holdings, Inc. Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Summit Companies Holdings, Inc. Employee Stock Ownership Plan outranks 98% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 7.5x the national average plan size of $100M (730 average participants).

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.)

Total plan assets by year, all Summit Companies Holdings, Inc. plans on file

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.

Summit Companies Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants

Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $14.3B · 149,213
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
United States Sugar Corporation - ESOP Ownership Plan $282M · 716

Compare Summit Companies Holdings, Inc. Employee… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Summit Companies Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.

Magnolia Employee Stock Ownership Plan (LA) $731M · 745
Consigli Building Group Employee Stock Ownership Plan (MA) $729M · 1,684
Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan (GA) $681M · 1,745
Centimark Corporation Employee Stock Ownership Plan and Trust (PA) $680M · 2,444

Frequently Asked Questions

How did Summit Companies Holdings, Inc. Employee Stock Ownership Plan assets move in 2024? ▼

Summit Companies Holdings, Inc. Employee Stock Ownership Plan surged - up 105.1% during 2024, from $368M to $754M. Reported net income was $356M.

How have Summit Companies Holdings, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Summit Companies Holdings, Inc.'s sponsor-wide assets grew 604.2%, from $107M to $754M.

Where does Summit Companies Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Summit Companies Holdings, Inc. Employee Stock Ownership Plan ranks in the 98th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which ESOP plans are similar in size to Summit Companies Holdings, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Magnolia Employee Stock Ownership Plan in LA ($731M, 745 participants).

Next read for Summit Companies Holdings, Inc. Employee…

Scale reading

Ways to act on Summit Companies Holdings, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Summit Companies Holdings, Inc. Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Florida. Compare plans
Summit Companies Holdings, Inc.'s sponsor-wide assets have grown 604.2% since 2022 across 3 plan years on file. More Construction plans

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 873001353.

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.