401(k) · DOL Form 5500 · 2024

Sammons Corporation 401(k) Plan

Data updated 2026-08-25

$341M
Total assets Above avg plan size
3,469
Participants Above avg headcount
96th
Percentile by assets National rank
$98,391
Avg per participant Below avg balance/head
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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.

  • #7,996 in Finance & Insurance (8,549 peers)

Coverage in Texas

Sammons Enterprises, Inc. 401(k) Savings Plan covers 3,469 participants in Texas, 5.0x the typical Texas plan (state average ~688 per filing). Assets: $341M.

#7,996
in Finance & Insurance (8,549 peers)
+19.9%
assets growth YoY
3.4×
vs typical plan assets (national mean)

Sammons Enterprises, Inc. 401(k) Savings Plan's outsized position by total assets

Sammons Enterprises, Inc. 401(k) Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$341,316,831 Top 4% higher than 96% 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

Sammons Enterprises, Inc. 401(k) Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sammons Enterprises, Inc. 401(k) Savings Plan lands in the large band (3,469 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

EBSA filing schedule strip

Filing strip 750864422 · Sammons Corporation PY 2024 · 401(k)

Sammons Enterprises, Inc. 401(k) Savings Plan · $341M · 3,469 · 96th

  • RANK $341M
  • RANK 3,469
  • RANK 96th
  • RANK 401(k)
  • RANK near Geodis USA Retirement Plan
  • RANK ind #7996

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 Finance & Insurance retirement plans → · Plans in Texas →

Sammons Enterprises, Inc. 401(k) Savings Plan in the asset neighbourhood

Swire Coca-Cola 401(k) Plan$341MSutter Home Winery, Inc. 401(k) and Profit Sharing PlanSutter Home Winery, Inc. 401…$341MElement Savings and Investment PlanElement Savings and Investme…$341MSammons Enterprises, Inc. 401(k) Savings PlanSammons Enterprises, Inc. 40…$341MGeodis USA Retirement Plan$341M
End-of-year total assets ($M) among Sammons Enterprises, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$285M
Net Assets (End of Year)$341M
Net Income$47M
Employer EIN750864422
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sammons Corporation)

Sponsor-wide plan assets over time

All Sammons Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$341M 98.3571598791245% vs 2022
2024 filing year
$0B$10B$20B$30B 202220232024 $20.8B $0.34B ▼ -98.4%
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 Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Sammons Enterprises, Inc. 401(k) Savings Plan, Total assets ($B): 0.341316831 · Participants: 3469Sammons Enterprises, Inc. 401(k) Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Sammons Enterprises, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Sammons Enterprises, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Sammons Enterprises, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Geodis USA Retirement Plan in TN ($341M); by covered participants it is Wdp Pooled Employer Plan in PA (3,469 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($341M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,469 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 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 123,622 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).
Which 401(k) plans cover a similar participant headcount to Sammons Enterprises, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wdp Pooled Employer Plan in PA (3,469 participants, $61M 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 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.