PlanOptica
Retirement plan

SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

SAMMONS ENTERPRISES, INC.EIN 75-6027423Plan #005PY 2024
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5949 SHERRY LANE, SUITE 1900 - DALLAS, TX 75225214-210-5012LinkedIn1001-5000 employeesexecutive office
Prospect flagsHigh assets / participantWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor & administrator signer
KEVINANN MARCYES
Signed 10/15/2025
(214) 210-5012
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Summary metrics

Total assets (EOY)
$23876.5M
No prior year
Total participants
3,691
No prior year
Average account balance
$6,500,551
No prior year
Annual return
13.13%
No prior year

Benchmarks

See 154 peers
Peer group
Industry55 - Management of Companies and Enterprises
Plan typeDefined contribution
Participants1,000-4,999
Cohort154 peers
Snapshot2024
Participant deferral / active EE
$0
median $5,618
Employer contribution / active EE
$0
median $2,961
Participation rate
99.5%
median 91.6%
Avg account balance
$6,500,551
median $94,729
Admin fee / account holder
$0
median $93
Annual return
13.13%
median 15.36%
Overall peer rank
78th percentileavg across 6 metrics

Analytics

Less than 3 years of history available for this plan
We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Top 1 by compensation
ProviderService typeCompensation
GREAT BANC TRUST COMPANY1+ years
Service code 21 · EIN 37-1380386
Bank Trustee
$0

Top hat statement on fileNQDC

Filed January 19, 2009

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

Plan features & details

Pension benefit codes2I2O2Q3H3I
Plan features
  • 2I
    Stock bonus
    Stock bonus plan.
  • 2O
    ESOP other than a leveraged ESOP
    Employee stock ownership plan that is not leveraged.
  • 2Q
    ESOP maintained by an S corporation
    The employer maintaining this ESOP is an S corporation.
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
  • 3I
    Employer securities investment required
    Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

2 tripped
  • InformationalHigh assets / participant

    Assets per participant exceed $250,000 - top-decile high-value plan.

  • InformationalWind-down / frozen

    Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
BAKER TILLY US, LLP
Auditor EIN
301413443
Audit fees
(not subdivided)
Opinion code
Unqualified