ESOP Plans

Largest ESOP plans by total assets. Source: DOL Form 5500, 2024 plan year.

$138.6B across 50 plans

According to DOL Form 5500 filings (plan year 2024), the 50 largest ESOP plans hold $138.6B in combined assets and cover 418,990 participants; Sammons Enterprises, Inc. Employee Stock Ownership Plan leads at $23.9B.

  • $23.9B #1 - Sammons Enterprises, Inc.
  • 50 plans ranked

What the Data Shows About ESOP Plans

An Employee Stock Ownership Plan (ESOP) is a qualified retirement plan that invests primarily in the stock of the sponsoring employer, giving employees an ownership stake. This page ranks the 50 largest ESOP plans in the dataset by end-of-year total assets. Together the plans listed here hold $138.6B in aggregate assets and cover 418,990 participants, a mix of active employees, separated workers with remaining balances, and retirees receiving benefits.

The largest plan in this category, Sammons Enterprises, Inc. Employee Stock Ownership Plan (Sammons Enterprises, Inc., TX), reports $23.9B in assets with 3,284 participants. Within ESOP plans, size reflects a combination of workforce scale, employer contribution rates, employee deferral rates, and long-term investment performance, not a quality rating. Larger plans often benefit from lower per-participant fees, broader investment menus, and more sophisticated administration, but participant outcomes depend on contribution behavior and investment selection. Ranking tables below link to each plan's detail page for EIN, filing status, effective date, and net income.

All figures come from Form 5500 annual returns for the 2024 plan year, filed with the DOL's EBSA and released through EFAST2. Totals reflect a single year-end snapshot and fluctuate with markets and plan activity. This page is informational only, it summarizes public regulatory filings for research and educational purposes, and is not retirement, tax, legal, or financial advice. Before relying on any figure to evaluate an employer's ESOP plan or make retirement decisions, verify the underlying filing directly on EFAST2 and consult a qualified professional.

Showing 50 of 50
# Plan Name Sponsor State Participants Total Assets
1 Sammons Enterprises, Inc. Employee Stock Ownership Plan Sammons Enterprises, Inc. TX 3,284 $23.9B
2 Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan The Procter & Gamble Company OH 33,639 $22.0B
3 Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust Publix Super Markets, Inc. FL 149,213 $14.3B
4 Wawa, Inc. Employee Stock Ownership Plan Wawa, Inc. PA 37,745 $5.5B
5 Burns & Mcdonnell, Inc. Employee Stock Ownership Plan Burns & Mcdonnell, Inc MO 9,902 $5.5B
6 Winco Employee Stock Ownership Plan Winco Holdings, Inc. ID 17,054 $5.0B
7 Parsons Employee Stock Ownership Plan Parsons Corporation CA 8,040 $5.0B
8 Schreiber Foods, Inc Employee Stock Ownership Plan Schreiber Foods, Inc WI 6,519 $3.8B
9 Amsted Industries Incorporated Employees' Stock Ownership Plan Amsted Industries Incorporated IL 4,909 $3.7B
10 Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan Schweitzer Engineering Laboratories, Inc. WA 4,281 $3.2B
11 Houchens Industries, Inc. Employee Stock Ownership Plan Houchens Industries, Inc. KY 7,785 $2.6B
12 W.L. Gore & Associates, Inc. Restated Associate Stock Ownership Plan W.L. Gore & Associates, Inc. DE 8,976 $2.4B
13 Jasper Holdings, Inc Employee Stock Ownership Plan and Trust Jasper Holdings, Inc. IN 4,295 $2.2B
14 Kehe Distributors, Inc. Employee Stock Ownership Plan Kehe Distributors, Inc. IL 4,815 $2.2B
15 The Garland Industries, Inc. Employee Stock Ownership Plan & Trust Garland Industries, Inc OH 1,118 $2.0B
16 Mccarthy Employee Stock Ownership Plan Genuine Mccarthy Enterprises, Inc. MO 2,983 $1.8B
17 Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement Bradford White Corporation PA 544 $1.8B
18 Acco Employee Stock Ownership Plan Acco Engineered Systems, Inc. CA 1,499 $1.7B
19 Mcnaughton-Mckay Electric Company Employee Stock Ownership Plan Mcnaughton-Mckay Electric Company MI 1,780 $1.6B
20 Rosendin Electric, Inc. Employee Stock Ownership Plan Rosendin Holdings, Inc. CA 1,998 $1.5B
21 The Sundt Companies Employee Stock Ownership Plan The Sundt Companies, Inc. AZ 3,220 $1.5B
22 Scot Forge Company Employee Stock Ownership Plan Scot Forge Company IL 491 $1.4B
23 Nvr, Inc. Employee Stock Ownership Plan Nvr, Inc. VA 6,515 $1.3B
24 Border States Industries, Inc. Employee Stock Ownership Plan Border States Industries, Inc. ND 3,256 $1.3B
25 Evapco, Inc. Employee Stock Ownership Plan Evapco, Inc. MD 1,803 $1.1B
26 Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan Raymond James Financial, Inc. FL 16,036 $1.1B
27 The Bank of America Transferred Savings Account Plan Bank of America Corporation RI 4,298 $1.1B
28 Hypertherm Associate Stock Ownership Plan Hypertherm, Inc. NH 1,481 $1.1B
29 Bdo USA Employee Stock Ownership Plan Bdo USA, P.C. IL 9,258 $1.1B
30 Highland Homes Employee Stock Ownership Plan Highland Homes Holdings, Inc. TX 891 $983M
31 Scheels Employee Stock Ownership Plan Scheels All Sports, Inc. ND 5,157 $963M
32 Andersen Corporation Employee Stock Ownership Plan Andersen Corporation MN 12,104 $963M
33 The Kendall Group Employee Stock Ownership Plan The Kendall Group Employee Stock Ownership Plan MI 1,936 $900M
34 Stewart's Shops Corp Employee Stock Ownership Plan Stewart's Shops Corp NY 3,483 $897M
35 Employee Owned Brands, Inc. Employee Stock Ownership Plan Employee Owned Brands, Inc. IA 819 $877M
36 Woodman's Employees' Profit Sharing and Stock Ownership Plan Woodman's Food Market, Inc. WI 2,967 $796M
37 Summit Companies Holdings, Inc. Employee Stock Ownership Plan Summit Companies Holdings, Inc. FL 354 $754M
38 Magnolia Employee Stock Ownership Plan John H. Carter Co., Inc. LA 745 $731M
39 Consigli Building Group Employee Stock Ownership Plan Consigli Building Group, Inc. MA 1,684 $729M
40 Thirty Fifteen Employee Stock Ownership Plan The Berkley Group Inc. FL 4,730 $725M
41 Sheetz, Inc. Employee Stock Ownership Plan Sheetz, Inc. PA 14,939 $721M
42 Messer Inc. Employee Stock Ownership Plan Messer Inc. OH 903 $696M
43 Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan Warehouse Home Furnishings Distributors Inc GA 1,745 $681M
44 Centimark Corporation Employee Stock Ownership Plan and Trust Centimark Corporation PA 2,444 $680M
45 Vermont Information Processing, Inc. Employee Stock Ownership Plan Vermont Information Processing, Inc. VT 566 $676M
46 Van Meter Industrial, Inc. Employee Stock Ownership Plan Van Meter Inc. IA 849 $659M
47 Ecc Employee Stock Ownership Plan Environmental Chemical Corp. CA 317 $632M
48 Alpine Lumber Company Employee Stock Ownership Plan Alpine Lumber Company CO 597 $625M
49 Je Dunn Employee Stock Ownership Plan and Trust J.E. Dunn Construction Group, Inc. MO 2,825 $621M
50 Employee Stock Ownership Plan of Applied Research Associates, Inc. Applied Research Associates, Inc. NM 2,198 $611M

Nearby Plan Types

Other employer-sponsored retirement plan categories filed on Form 5500.

Compare ESOP side-by-side with 3 other plan types →

Frequently Asked Questions

What is a ESOP plan? ▼
An Employee Stock Ownership Plan (ESOP) is a qualified retirement plan that invests primarily in the stock of the sponsoring employer, giving employees an ownership stake.
What are the largest ESOP plans in the U.S.? ▼
The largest ESOP plan is Sammons Enterprises, Inc. Employee Stock Ownership Plan with $23.9B in total assets. This page lists the top 50 ESOP plans ranked by total assets.
How many ESOP plans are there in the U.S.? ▼
The DOL Form 5500 dataset includes thousands of ESOP plans. This page shows the 50 largest by total assets. The full dataset covers all employer-sponsored retirement plans filed with the Department of Labor.
Where does ESOP plan data come from? ▼
All data on this page comes from DOL Form 5500 annual filings, which employers must submit to the U.S. Department of Labor for retirement plans with 100+ participants. Data reflects the 2024 plan year.

Guides

Explore PlainRetire

By State

Plans by state
Largest Plans

Top plans by assets
By Industry

Plans grouped by sector
Guides

Understanding Form 5500

Source: U.S. Department of Labor, EBSA Form 5500 public disclosure dataset. Plan year 2024. This page aggregates plans where the filer coded the plan as ESOP.

Source: DOL EFAST2 filing system (efast.dol.gov) - plan type classification reflects the code selected by the plan administrator at filing time.

Read our methodology - how this data is sourced, computed, and verified.

Next steps for ESOP plans

Use the ESOP data above to benchmark reported plan size, assets, and participant counts.

Plan-type classification based on Form 5500 filing characteristics. U.S. Department of Labor Form 5500 filings (EBSA).

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.

Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-08-25.