ESOP · DOL Form 5500 · 2024

Scallon Controls, Inc. ESOP

Data updated 2026-08-25

$61M
Total assets Below avg plan size
225
Participants Below avg headcount
86th
Percentile by assets National rank
$272,820
Avg per participant High balance/head
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Official DOL plan name: Scallon Controls, Inc. Employee Stock Ownership Plan · Sponsored by Scallon Controls, Inc. · Texas · Wholesale Trade

$61M in assets, 225 participants

Scallon Controls, Inc.'s Scallon Controls, Inc. Employee Stock Ownership Plan reported $61M in total assets and 225 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #5,327 in Wholesale Trade (6,080 peers)

Coverage in Texas

Scallon Controls, Inc. Employee Stock Ownership Plan covers 225 participants in Texas, about 33% of the average Texas filer (state average ~688 per filing). Assets: $61M.

#5,327
in Wholesale Trade (6,080 peers)
+14.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Scallon Controls, Inc. Employee Stock Ownership Plan's outsized position by total assets

Scallon Controls, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$61,384,534 Top 14% higher than 86% 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

Scallon Controls, Inc. 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. Scallon Controls, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (225 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Scallon Controls, Inc. Employee Stock Ownership Plan end-of-year assets rose from $54M in the plan year 2023 filing to $61M in the plan year 2024 filing.
  • Scallon Controls, Inc. Employee Stock Ownership Plan reported participants rose from 215 in the plan year 2023 filing to 225 in the plan year 2024 filing.
  • Scallon Controls, Inc. Employee Stock Ownership Plan reported net income fell from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 741918146 · Scallon Controls, Inc. PY 2024 · ESOP

Scallon Controls, Inc. Employee Stock Ownership Plan · $61M · 225 · 86th

  • 5500 $61M
  • 5500 225
  • 5500 86th
  • 5500 ESOP
  • 5500 near Lerch Bates Inc. Employee Stock Ownership Plan and Trust
  • 5500 ind #5327

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 →

Scallon Controls, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Scallon Controls, Inc. Employee Stock Ownership PlanScallon Controls, Inc. Emplo…$61MLerch Bates Inc. Employee Stock Ownership Plan and TrustLerch Bates Inc. Employee St…$61MFlynn Burner Corporation Employee Stock Ownership Plan & TrustFlynn Burner Corporation Emp…$61MJ&r Schugel Trucking, Inc. Employee Stock Ownership Plan and TrustJ&r Schugel Trucking, Inc. E…$61MCalifornia Coast University Employee Stock Ownership PlanCalifornia Coast University …$61M
End-of-year total assets ($M) among Scallon Controls, 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)$54M
Net Assets (End of Year)$61M
Net Income$8M
Employer EIN741918146
Plan Effective Date1980-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Scallon Controls, Inc.)

Sponsor-wide plan assets over time

All Scallon Controls, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$73M 32.44225656953212% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $55.4M $73.3M ▲ +32.4%
Year Plans Participants Total Assets
2022 2 302 $55M
2023 2 317 $65M
2024 2 332 $73M

Nearby ESOP Plans in Texas

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

Scallon Controls, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Scallon Controls, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.061384534 · Participants: 225Scallon Controls, Inc. 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
Scallon Controls, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Scallon Controls, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Texas, the nearest ESOP by assets is Lerch Bates Inc. Employee Stock Ownership Plan and Trust in CO ($61M); by covered participants it is Tmi Corporation ESOP in ND (225 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (225 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 Scallon Controls, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Scallon Controls, Inc. Employee Stock Ownership Plan grew at a solid clip - up 14.4% during 2024, from $54M to $61M. Reported net income was $8M.
How have Scallon Controls, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Scallon Controls, Inc.'s sponsor-wide assets grew 32.4%, from $55M to $73M.
Where does Scallon Controls, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Scallon Controls, Inc. Employee Stock Ownership Plan ranks in the 86th 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 Scallon Controls, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lerch Bates Inc. Employee Stock Ownership Plan and Trust in CO ($61M, 343 participants).
Which ESOP plans cover a similar participant headcount to Scallon Controls, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Tmi Corporation ESOP in ND (225 participants, $10M 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 741918146.

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.