ESOP · DOL Form 5500 · 2024

Sammons Enterprises, Inc. ESOP

Data updated 2026-08-25

$23.9B
Total assets Mega-plan scale
3,284
Participants Above avg headcount
100th
Percentile by assets National rank
$7.3M
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Sammons Enterprises, Inc. Employee Stock Ownership Plan · Sponsored by Sammons Enterprises, Inc. · Texas · Management of Enterprises

$23.9B in assets, 3,284 participants

Sammons Enterprises, Inc.'s Sammons Enterprises, Inc. Employee Stock Ownership Plan reported $23.9B in total assets and 3,284 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.

  • #1,131 in Management of Enterprises (1,133 peers)

Coverage in Texas

Sammons Enterprises, Inc. Employee Stock Ownership Plan covers 3,284 participants in Texas, 4.8x the typical Texas plan (state average ~688 per filing). Assets: $23.9B.

#1,131
in Management of Enterprises (1,133 peers)
+12.8%
assets growth YoY
240×
vs typical plan assets (national mean)

Sammons Enterprises, Inc. Employee Stock Ownership Plan's outsized position by total assets

Sammons Enterprises, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$23,876,523,932 Highest reported value at or above every one 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. Employee Stock Ownership 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. Employee Stock Ownership Plan lands in the large band (3,284 participants).

DOL schedule card

Filing strip 756027423 · Sammons Enterprises, Inc. PY 2024 · ESOP

Sammons Enterprises, Inc. Employee Stock Ownership Plan · $23.9B · 3,284 · 100th

  • ASSETS $23.9B
  • PCT 3,284
  • EIN 100th
  • RANK ESOP
  • PHOTO near Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan
  • IND ind #1131

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 Texas →

Sammons Enterprises, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Sammons Enterprises, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Em…$23.9BProcter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanProcter & Gamble Profit Shar…$22.0BPublix Super Markets, Inc. Employee Stock Ownership Plan & TrustPublix Super Markets, Inc. E…$14.3BWawa, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ow…$5.5BBurns & Mcdonnell, Inc. Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Empl…$5.5B
End-of-year total assets ($B) among Sammons Enterprises, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$21.2B
Net Assets (End of Year)$23.9B
Net Income$2.7B
Employer EIN756027423
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Sammons Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Sammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership PlanBetenbough Companies Employee Stock Ownership Plan, Total assets ($B): 0.352168565 · Participants: 370Betenbough Companies Employee Stock Ownership Plan
Sammons Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Sammons Enterprises, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Sammons Enterprises, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan in OH ($22.0B); by covered participants it is Telecare Employee Stock Ownership Plan in CA (3,273 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,284 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. Employee Stock Ownership Plan assets move in 2024? ▼
Sammons Enterprises, Inc. Employee Stock Ownership Plan grew at a solid clip - up 12.8% during 2024, from $21.2B to $23.9B. Reported net income was $2.7B.
Where does Sammons Enterprises, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Sammons Enterprises, Inc. Employee Stock Ownership Plan ranks in the 100th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which ESOP plans are similar in size to Sammons Enterprises, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan in OH ($22.0B, 33,639 participants).
Which ESOP plans cover a similar participant headcount to Sammons Enterprises, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Telecare Employee Stock Ownership Plan in CA (3,273 participants, $87M 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 756027423.

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.