Sammons CorporationESOP
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN · DALLAS, TX · plan year 2023
Sammons Corporation's 2023 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 $21,162,853,360 across 3,430 participant accounts. See methodology for what Form 5500 does and doesn't capture.
The plan sits in the over $1B size bracket, benchmarked here against 1,075 comparable plans and shown alongside other finance & insurance employers. By assets it is the 5th-largest of 5,688 plans among Texas employers on file, and the 5th of 4,798 in finance & insurance.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 750864422 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.