Sammons 401(k) and pension plans

Sammons Corporation, Dallas, TX. EIN 75-0864422. Annual reports 2009–2024.

Sammons Corporation has one active retirement plan on file, the Sammons Enterprises, Inc. 401(k) Savings Plan, with 4,313 participants and $341 million in assets in 2024. Schwab has been its recordkeeper since 2015.

Active plans: 1
Participants: 4,313
Plan assets: $341 million
401(k) recordkeeper: Schwab
Plans on file: 2
Industry: Finance and insurance

All 2 plans

Active plans first

Sammons Enterprises, Inc. 401(k) Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 007Employer EIN 75-0864422
Participants (2024): 4,313
Net assets (2024): $341 million
Recordkeeper: SchwabEarlier: Principal (2009–2014)
Plan administrator: Sammons Corporation
5949 Sherry Lane Suite 1900
Dallas, TX 75225
(214) 210-5012As filed for 2024
In effect since: January 1, 2005

Plans merged into this one: Stewart & Stevenson LLC 401K Savings Plan (2017).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,313	$341 million	Schwab
2023	3,885	$285 million	Schwab
2022	3,526	$226 million	Schwab
2021	3,223	$250 million	Schwab
2020	2,979	$211 million	Schwab
2019	3,065	$174 million	Schwab
2018	3,013	$134 million	Schwab
2017	2,992	$130 million	Schwab
2016	2,739	$108 million	Schwab
2015	2,514	$91.8 million	Schwab
2014	2,277	$83.8 million	Principal
2013	2,251	$70.1 million	Principal
2012	2,230	$50.2 million	Principal
2011	2,505	$39.3 million	Principal
2010	2,404	$34.2 million	Principal
2009	2,555	$25.7 million	Principal

Sammons Enterprises, Inc. Employee Retirement Plan

Pension (defined benefit), frozenMerged

Merged. In 2015 its assets moved to the Sammons Enterprises, Inc. Employee Stock Ownership Plan, sponsored by Sammons Enterprises, Inc. (EIN 75-0864422, plan 005). Accounts moved with them, so that plan is the one to contact.

Plan number: 002Employer EIN 75-0864422
Participants (2013): 3,471
Net assets (2013): $178 million
Plan administrator: Sammons Corporation
5949 Sherry Lane Suite 1900
Dallas, TX 75225
(214) 210-5000As filed for 2015
In effect since: November 1, 1949

Year by year, 2009 to 2015

Plan year	Participants	Net assets	Recordkeeper
2015	0	$0	not listed
2014	0	$3.9 million	not listed
2013	3,471	$178 million	not listed
2012	3,960	$139 million	not listed
2011	4,014	$120 million	not listed
2010	4,332	$109 million	not listed
2009	4,462	$97.1 million	not listed

Plans that moved to another employer

Plan	Now sponsored by	Since
Sammons Enterprises, Inc. Employee Stock Ownership Plan	Sammons Enterprises, Inc.	2024

These plans once filed under Sammons's tax ID and are now filed by another employer, usually after a sale or spin-off. Accounts moved with them.

If you had money in one of these plans

Call Schwab (schwab.com), which runs the Sammons Enterprises, Inc. 401(k) Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((214) 210-5012). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.