401(k) · DOL Form 5500 · 2024

Sammons Corporation 401(k) Plan

Data updated 2026-07-24

$341M
Total assets: 3,469
Participants: 96th
Percentile by assets: $98,391
Avg per participant

Official DOL plan name: Sammons Enterprises, Inc. 401(k) Savings Plan · Sponsored by Sammons Corporation · Texas · Finance & Insurance

$341M in assets, 3,469 participants

Sammons Corporation's Sammons Enterprises, Inc. 401(k) Savings Plan reported $341M in total assets and 3,469 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

96th percentile by assets (of 116,472 plans)

Coverage in Texas

Sammons Enterprises, Inc. 401(k) Savings Plan covers 3,469 participants in Texas, 4.9x the typical Texas plan (state average ~704 per filing). Assets: $341M.

$341M
total plan assets (2024 EOY): 3,469
covered participants: 96th
percentile by assets (of 116,472 plans): $98,391
avg assets per participant

Sammons Enterprises, Inc. 401(k) Savings Plan end-of-year assets rose from $285M in the plan year 2023 filing to $341M in the plan year 2024 filing.
Sammons Enterprises, Inc. 401(k) Savings Plan reported participants rose from 3,024 in the plan year 2023 filing to 3,469 in the plan year 2024 filing.
Sammons Enterprises, Inc. 401(k) Savings Plan reported net income fell from $53M in the plan year 2023 filing to $47M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Texas

Industry

Finance & Insurance

Participants vs Texas filers

In Texas, the average filing covers about 704 participants across 9,718 plans. Sammons Enterprises, Inc. 401(k) Savings Plan reports 3,469 participants - 4.9x that state average ($341M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)	$285M
Net Assets (End of Year)	$341M
Net Income	$47M
Employer EIN	750864422
Plan Effective Date	2005-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Sammons Corporation)

Total plan assets by year, all Sammons Corporation plans on file

Year	Plans	Participants	Total Assets
2022	2	5,290	$20.8B
2023	2	6,024	$21.4B
2024	1	3,469	$341M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Sammons Enterprises, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Sammons Enterprises, Inc. 401(k) Savings… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Sammons Enterprises, Inc. 401(k) Savings Plan by total assets, not by location.

Geodis USA Retirement Plan (TN) $341M · 15,943
Element Savings and Investment Plan (CA) $341M · 3,438
Swire Coca-Cola 401(k) Plan (UT) $341M · 6,744
Retirement Savings Plan of Newmont (CO) $341M · 1,165

Frequently Asked Questions

How did Sammons Enterprises, Inc. 401(k) Savings Plan assets move in 2024? ▼

Sammons Enterprises, Inc. 401(k) Savings Plan grew sharply - up 19.9% during 2024, from $285M to $341M. Reported net income was $47M.

How have Sammons Corporation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Sammons Corporation's sponsor-wide assets declined 98.4%, from $20.8B to $341M.

Where does Sammons Enterprises, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼

Sammons Enterprises, Inc. 401(k) Savings Plan ranks in the 96th 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 401(k) plans are similar in size to Sammons Enterprises, Inc. 401(k) Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Geodis USA Retirement Plan in TN ($341M, 15,943 participants).

Next read for Sammons Enterprises, Inc. 401(k) Savings…

Filing takeaways

Ways to act on Sammons Enterprises, Inc. 401(k) Savings Plan's numbers.

By total assets, Sammons Enterprises, Inc. 401(k) Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
Sammons Corporation's sponsor-wide assets have declined 98.4% since 2022 across 3 plan years on file. More Finance & Insurance 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 750864422.

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.