ESOP · DOL Form 5500 · 2024

Sonny Merryman, Inc. ESOP

Data updated 2026-08-25

$33M
Total assets Below avg plan size
119
Participants Small participant base
79th
Percentile by assets National rank
$279,453
Avg per participant High balance/head
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Official DOL plan name: Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Sonny Merryman, Inc. · Virginia · Wholesale Trade

$33M in assets, 119 participants

Sonny Merryman, Inc.'s Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust reported $33M in total assets and 119 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #4,739 in Wholesale Trade (6,080 peers)

Coverage in Virginia

Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust covers 119 participants in Virginia, about 15% of the average Virginia filer (state average ~782 per filing). Assets: $33M.

#4,739
in Wholesale Trade (6,080 peers)
+9.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$33,254,921 Top 21% higher than 79% 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

Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust 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. Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (119 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $30M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 121 in the plan year 2023 filing to 119 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 540806176 · Sonny Merryman, Inc. PY 2024 · ESOP

Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust · $33M · 119 · 79th

  • PCT $33M
  • PCT 119
  • PCT 79th
  • PCT ESOP
  • PCT near Et Environmental Employee Stock Ownership Plan
  • PCT ind #4739

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 What is an ESOP? → · Plans in Virginia →

Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Metcut Employee Stock Ownership PlanMetcut Employee Stock Owners…$33MWoodward Communications, Inc Employee Stock Ownership PlanWoodward Communications, Inc…$33MEt Environmental Employee Stock Ownership PlanEt Environmental Employee St…$33MSonny Merryman, Inc. Employee Stock Ownership Plan and TrustSonny Merryman, Inc. Employe…$33MBloedorn Lumber Co. & Subsidiaries ESOPBloedorn Lumber Co. & Subsid…$33M
End-of-year total assets ($M) among Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$33M
Net Income$3M
Employer EIN540806176
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sonny Merryman, Inc.)

Sponsor-wide plan assets over time

All Sonny Merryman, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 21.73784360272244% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $27.3M $33.3M ▲ +21.7%
Year Plans Participants Total Assets
2022 2 290 $27M
2023 1 121 $30M
2024 1 119 $33M

Nearby ESOP Plans in Virginia

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

Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.033254921 · Participants: 119Sonny Merryman, Inc. Employee Stock Ownership Plan and TrustNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.333135639 · Participants: 6515Nvr, Inc. Employee Stock Ownership PlanDelta Star Employee Stock Ownership Plan, Total assets ($B): 0.446814442 · Participants: 222Delta Star Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.407104271 · Participants: 1962Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.385752212 · Participants: 1811The Resorts Companies, Inc. Employee Stock Ownership PlanNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.380000537 · Participants: 458New River Electrical Corporation Employee Stock Ownership Plan
Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Et Environmental Employee Stock Ownership Plan in GA ($33M); by covered participants it is Jones-Hamilton Co. Employee Stock Ownership Plan in OH (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip - up 9.3% during 2024, from $30M to $33M. Reported net income was $3M.
How have Sonny Merryman, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sonny Merryman, Inc.'s sponsor-wide assets grew 21.7%, from $27M to $33M.
Where does Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Et Environmental Employee Stock Ownership Plan in GA ($33M, 59 participants).
Which ESOP plans cover a similar participant headcount to Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Jones-Hamilton Co. Employee Stock Ownership Plan in OH (119 participants, $149M 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 540806176.

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.