Plan Ledger DOL Form 5500 · updated monthly

Sammons Enterprises, Inc.ESOP

SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN · DALLAS, TX · plan year 2024

Plan assets · 2024
$23.9B

Sammons Enterprises, Inc.'s 2024 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 $23,876,523,932 across 3,673 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 1,229 comparable plans and shown alongside other management of companies employers. By assets it is the 2nd-largest of 5,688 plans among Texas employers on file, and the 3rd of 786 in management of companies.

Plan summary
Net assets, end of year$23,876,523,932
Participants with balances3,673
Active participants3,454
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$6,500,551
Benefits paid to participants$64,845,945
Plan auditUnmodified (clean) audit opinion
Service providers · 20241
GREAT BANC TRUST COMPANY · Trusteeindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Similar plansManagement of Companies · Texas
Wells Fargo & Company CA$57.9B · 0.02%
The Allstate Corporation TX$7.6B · 0.11%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 756027423 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.