Profit Sharing · DOL Form 5500 · 2024

Fayez Sarofim & Co. Profit Sharing Plan

Data updated 2026-07-24

$224M
Total assets: 124
Participants: 95th
Percentile by assets: $1.8M
Avg per participant

Official DOL plan name: Fayez Sarofim & Co. Profit Sharing Plan · Sponsored by Fayez Sarofim & Co. · Texas · Finance & Insurance

$224M in assets, 124 participants

Fayez Sarofim & Co.'s Fayez Sarofim & Co. Profit Sharing Plan reported $224M in total assets and 124 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

95th percentile by assets (of 116,472 plans)

Coverage in Texas

Fayez Sarofim & Co. Profit Sharing Plan covers 124 participants in Texas, about 18% of the average Texas filer (state average ~704 per filing). Assets: $224M.

$224M
total plan assets (2024 EOY): 124
covered participants: 95th
percentile by assets (of 116,472 plans): $1.8M
avg assets per participant

Fayez Sarofim & Co. Profit Sharing Plan reported net income rose from -$33M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Fayez Sarofim & Co. Profit Sharing Plan reported participants fell from 134 in the plan year 2023 filing to 124 in the plan year 2024 filing.
Fayez Sarofim & Co. Profit Sharing Plan end-of-year assets rose from $217M in the plan year 2023 filing to $224M 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. Fayez Sarofim & Co. Profit Sharing Plan reports 124 participants - about 18% of that state average ($224M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)	$217M
Net Assets (End of Year)	$224M
Net Income	$7M
Employer EIN	741312679
Plan Effective Date	1963-03-13
Filing Status	FILING RECEIVED

Sponsor Plan History (Fayez Sarofim & Co.)

Total plan assets by year, all Fayez Sarofim & Co. plans on file

Year	Plans	Participants	Total Assets
2022	1	134	$250M
2023	1	134	$217M
2024	1	124	$224M

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Fayez Sarofim & Co. Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants

Baylor College of Medicine Retirement Plan $2.0B · 10,721
H-E-B Partner Stock Plan $1.6B · 103,962
The Defined Contribution Plan of the Methodist Hospital $1.1B · 31,848
American Heart Association, Inc. Qualified Retirement Plan $514M · 3,779
Haynes and Boone Investment Directed Profit Sharing Plan $310M · 1,069

Compare Fayez Sarofim & Co. Profit Sharing Plan side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Fayez Sarofim & Co. Profit Sharing Plan by total assets, not by location.

NECA Lu No 313 IBEW Deferred Income Plan (PA) $226M · 1,372
Analytic Services Inc. Defined Contribution Retirement Plan (VA) $226M · 508
Iron Workers of Western Pennsylvania Profit Sharing Plan (PA) $226M · 1,850
Adventist Health 403(b) ERISA Plan (CA) $226M · 1,540

Frequently Asked Questions

How did Fayez Sarofim & Co. Profit Sharing Plan assets move in 2024? ▼

Fayez Sarofim & Co. Profit Sharing Plan edged up modestly - up 3.4% during 2024, from $217M to $224M. Reported net income was $7M.

How have Fayez Sarofim & Co. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Fayez Sarofim & Co.'s sponsor-wide assets declined 10.3%, from $250M to $224M.

Where does Fayez Sarofim & Co. Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Fayez Sarofim & Co. Profit Sharing Plan ranks in the 95th 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 Profit Sharing plans are similar in size to Fayez Sarofim & Co. Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is NECA Lu No 313 IBEW Deferred Income Plan in PA ($226M, 1,372 participants).

Next read for Fayez Sarofim & Co. Profit Sharing Plan

Filing takeaways

Ways to act on Fayez Sarofim & Co. Profit Sharing Plan's numbers.

By total assets, Fayez Sarofim & Co. Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Texas. Compare plans
Fayez Sarofim & Co.'s sponsor-wide assets have declined 10.3% 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 741312679.

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.