ESOP · DOL Form 5500 · 2024

Siddons Martin Holding, Inc. ESOP

Data updated 2026-08-25

$27M
Total assets Below avg plan size
416
Participants Below avg headcount
75th
Percentile by assets National rank
$64,190
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Siddons Martin Employee Stock Ownership Plan · Sponsored by Siddons Martin Holding, Inc. · Texas · Healthcare & Social Assistance

$27M in assets, 416 participants

Siddons Martin Holding, Inc.'s Siddons Martin Employee Stock Ownership Plan reported $27M in total assets and 416 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #13,388 in Healthcare & Social Assistance (16,916 peers)

Where Siddons Martin Employee Stock Ownership Plan sits by assets

Siddons Martin Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $27M for 416 participants (~$64,190/participant), up 30.9% in 2024.

#13,388
in Healthcare & Social Assistance (16,916 peers)
+30.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Siddons Martin Employee Stock Ownership Plan's outsized position by total assets

Siddons Martin Employee Stock Ownership Plan vs every filed plan by assets

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

$26,703,069 Top 25% higher than 75% 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

Siddons Martin Employee Stock Ownership 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. Siddons Martin Employee Stock Ownership Plan sits mid-pack in the medium band (416 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Siddons Martin Employee Stock Ownership Plan end-of-year assets rose from $20M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Siddons Martin Employee Stock Ownership Plan reported participants rose from 365 in the plan year 2023 filing to 416 in the plan year 2024 filing.
  • Siddons Martin Employee Stock Ownership Plan reported net income fell from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 844074651 · Siddons Martin Holding, Inc. PY 2024 · ESOP

Siddons Martin Employee Stock Ownership Plan · $27M · 416 · 75th

  • PART $27M
  • TYPE 416
  • NET 75th
  • BOOK ESOP
  • VS-ST near Hr&a Advisors, Inc. Employee Stock Ownership Plan
  • BOY ind #13388

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 →

Siddons Martin Employee Stock Ownership Plan in the asset neighbourhood

Bellevue State Bank Employee Stock Ownership PlanBellevue State Bank Employee…$27MFox Valley Fire & Safety Co., Inc. Employee Stock Ownership PlanFox Valley Fire & Safety Co.…$27MHr&a Advisors, Inc. Employee Stock Ownership PlanHr&a Advisors, Inc. Employee…$27MSiddons Martin Employee Stock Ownership PlanSiddons Martin Employee Stoc…$27MRifenburg Employee Stock Ownership PlanRifenburg Employee Stock Own…$27M
End-of-year total assets ($M) among Siddons Martin Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$20M
Net Income$7M
Employer EIN844074651
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Siddons Martin Holding, Inc.)

Sponsor-wide plan assets over time

All Siddons Martin Holding, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 100.77344531244125% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $13.3M $26.7M ▲ +100.8%
Year Plans Participants Total Assets
2022 1 328 $13M
2023 1 365 $20M
2024 1 416 $27M

Nearby ESOP Plans in Texas

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

Siddons Martin Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Siddons Martin Employee Stock Ownership Plan, Total assets ($B): 0.026703069 · Participants: 416Siddons Martin Employee Stock Ownership PlanSammons 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 Plan
Siddons Martin Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Siddons Martin Employee Stock Ownership Plan side-by-side with 3 peers →

Siddons Martin Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Hr&a Advisors, Inc. Employee Stock Ownership Plan in NY ($27M); by covered participants it is Roush Holdings Employee Stock Ownership Plan in OH (416 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (416 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 Siddons Martin Employee Stock Ownership Plan assets move in 2024? ▼
Siddons Martin Employee Stock Ownership Plan surged - up 30.9% during 2024, from $20M to $27M. Reported net income was $7M.
How have Siddons Martin Holding, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Siddons Martin Holding, Inc.'s sponsor-wide assets grew 100.8%, from $13M to $27M.
Where does Siddons Martin Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Siddons Martin Employee Stock Ownership Plan ranks in the 75th 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 Siddons Martin Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hr&a Advisors, Inc. Employee Stock Ownership Plan in NY ($27M, 181 participants).
Which ESOP plans cover a similar participant headcount to Siddons Martin Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Roush Holdings Employee Stock Ownership Plan in OH (416 participants, $174M 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 844074651.

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.