Profit Sharing · DOL Form 5500 · 2024
Fayez Sarofim & Co. Profit Sharing Plan
Data updated 2026-08-25
- $224M
- Total assets Near avg plan size
- 124
- Participants Small participant base
- 95th
- Percentile by assets National rank
- $1.8M
- Avg per participant High balance/head
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.
- #7,819 in Finance & Insurance (8,549 peers)
Coverage in Texas
Fayez Sarofim & Co. Profit Sharing Plan covers 124 participants in Texas, about 18% of the average Texas filer (state average ~688 per filing). Assets: $224M.
- #7,819
- in Finance & Insurance (8,549 peers)
- +3.4%
- assets growth YoY
- 2.3×
- vs typical plan assets (national mean)
Fayez Sarofim & Co. Profit Sharing Plan's outsized position by total assets
Fayez Sarofim & Co. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$224,276,466 Top 5% higher than 95% 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
Fayez Sarofim & Co. Profit Sharing 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. Fayez Sarofim & Co. Profit Sharing Plan sits mid-pack in the medium band (124 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Form 5500 schedule snapshot
Filing strip 741312679 · Fayez Sarofim & Co. PY 2024 · Profit Sharing
Fayez Sarofim & Co. Profit Sharing Plan · $224M · 124 · 95th
- SCH $224M
- SCH 124
- SCH 95th
- SCH Profit Sharing
- SCH near Scansource, Inc. 401(k) Plan
- SCH ind #7819
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 →
Fayez Sarofim & Co. Profit Sharing Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Fayez Sarofim & Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $224M 10.263744723650712% vs 2022
- 2024 filing year
| 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.
- 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
Fayez Sarofim & Co. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Scansource, Inc. 401(k) Plan in SC ($225M); by covered participants it is Super Automotive Products, Inc. Retirement Plan in PR (124 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($224M here).
- Scansource, Inc. 401(k) Plan (SC) $225M · 1,401
- NECA Lu No 313 IBEW Deferred Income Plan (PA) $226M · 1,372
- Analytic Services Inc. Defined Contribution Retirement Plan (VA) $226M · 508
- Concurrent Technologies Corporation Retirement Savings Plan (PA) $226M · 399
Similar participant headcount
Nearest other-state filings by covered participants (124 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.