Fayez Sarofim & Co.Profit-sharing plan
FAYEZ SAROFIM & CO. PROFIT SHARING PLAN · HOUSTON, TX · plan year 2022
Fayez Sarofim & Co.'s 2022 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $249,928,488 across 138 participant accounts, with employer contributions averaging $34,453 per active participant. See methodology for what Form 5500 does and doesn't capture.
The plan sits in the $250M–$1B size bracket, benchmarked here against 2,568 comparable plans and shown alongside other finance & insurance employers. By assets it is the 339th-largest of 5,688 plans among Texas employers on file, and the 501st of 4,798 in finance & insurance.
Fayez Sarofim & Co.'s 2022 employer contribution ran above the $4,065 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
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Source: U.S. Department of Labor, Form 5500 series, EIN 741312679 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.