Siddons Martin Holding, Inc.ESOP
SIDDONS MARTIN EMPLOYEE STOCK OWNERSHIP PLAN · HOUSTON, TX · plan year 2024
Siddons Martin Holding, 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 $20,409,648 across 610 participant accounts, with employer contributions averaging $965 per active participant. See methodology for what Form 5500 does and doesn't capture.
The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 2,000th-largest of 5,688 plans among Texas employers on file, and the 3,641st of 11,911 in health care & social assistance. active participation has grown from 357 to 577 since 2022.
Siddons Martin Holding, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 844074651 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.