ESOP · DOL Form 5500 · 2024
The Sundt Companies, Inc. ESOP
Data updated 2026-08-25
- $1.5B
- Total assets Very large vs avg
- 3,220
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $451,711
- Avg per participant High balance/head
Official DOL plan name: The Sundt Companies Employee Stock Ownership Plan · Sponsored by The Sundt Companies, Inc. · Arizona · Management of Enterprises
$1.5B in assets, 3,220 participants
The Sundt Companies, Inc.'s The Sundt Companies Employee Stock Ownership Plan reported $1.5B in total assets and 3,220 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #1,093 in Management of Enterprises (1,133 peers)
Coverage in Arizona
The Sundt Companies Employee Stock Ownership Plan covers 3,220 participants in Arizona, 5.7x the typical Arizona plan (state average ~564 per filing). Assets: $1.5B.
- #1,093
- in Management of Enterprises (1,133 peers)
- +36.7%
- assets growth YoY
- 15×
- vs typical plan assets (national mean)
The Sundt Companies Employee Stock Ownership Plan's outsized position by total assets
The Sundt Companies Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,454,509,943 Top 1% higher than 99% 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
The Sundt Companies 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. The Sundt Companies Employee Stock Ownership Plan lands in the large band (3,220 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Sundt Companies Employee Stock Ownership Plan end-of-year assets rose from $1.1B in the plan year 2023 filing to $1.5B in the plan year 2024 filing.
- The Sundt Companies Employee Stock Ownership Plan reported participants rose from 2,392 in the plan year 2023 filing to 3,220 in the plan year 2024 filing.
- The Sundt Companies Employee Stock Ownership Plan reported net income fell from $411M in the plan year 2023 filing to $391M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 860923877 · The Sundt Companies, Inc. PY 2024 · ESOP
The Sundt Companies Employee Stock Ownership Plan · $1.5B · 3,220 · 99th
- VS-ST $1.5B
- BOY 3,220
- SCH 99th
- EBSA ESOP
- PART near Scot Forge Company Employee Stock Ownership Plan
- TYPE ind #1093
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 Arizona →
The Sundt Companies Employee Stock Ownership Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | $1.4B |
| Net Income | $391M |
| Employer EIN | 860923877 |
| Plan Effective Date | 1957-04-02 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Sundt Companies, Inc.)
Sponsor-wide plan assets over time
All The Sundt Companies, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.7B 117.09627709229484% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,058 | $763M |
| 2023 | 2 | 5,429 | $1.2B |
| 2024 | 2 | 7,061 | $1.7B |
Nearby ESOP Plans in Arizona
Peer ESOP plans, same state, same plan type, ranked by total assets.
- U-Haul Holding Company Employee Stock Ownership Plan $561M · 21,253
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan $415M · 263
- Wilson Electric Services Corp. Employee Stock Ownership Plan $262M · 757
- Pima Medical Institute Employee Stock Ownership Plan $226M · 1,089
- Suntec Employee Stock Ownership Plan $171M · 1,444
The Sundt Companies Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Arizona, the nearest ESOP by assets is Scot Forge Company Employee Stock Ownership Plan in IL ($1.4B); by covered participants it is Griffon Corporation Employee Stock Ownership Plan in NY (3,209 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.5B here).
- Scot Forge Company Employee Stock Ownership Plan (IL) $1.4B · 491
- Rosendin Electric, Inc. Employee Stock Ownership Plan (CA) $1.5B · 1,998
- Mcnaughton-Mckay Electric Company Employee Stock Ownership Plan (MI) $1.6B · 1,780
- Nvr, Inc. Employee Stock Ownership Plan (VA) $1.3B · 6,515
Similar participant headcount
Nearest other-state filings by covered participants (3,220 participants); asset peers above are excluded.
- Griffon Corporation Employee Stock Ownership Plan (NY) 3,209 · 11 off
- Harps Food Stores, Inc. Employee Stock Ownership Plan (AR) 3,196 · 24 off
- Redner's Employees Profit Sharing and Stock Ownership Plan (PA) 3,246 · 26 off
- Westat, Inc. Employee Stock Ownership Plan (MD) 3,167 · 53 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.