My Plan Facts

Employers › Missouri

Employer · plans filed under one EIN

Emery Sapp Construction, Inc.

Columbia, MO · Construction

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$487Mnet assets across plans
5,431participant records4,738 active
$16.5Memployer contributions, latest plan years$3,476 per active record
$282KSchedule C compensation to organisations$51.92 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Emery Sapp Construction, Inc.'s employer identification number (Columbia, Missouri). Their latest filings total 5,431 participant records and $487M in net assets.

The largest is Emery Sapp 401(k) Plan, a 401(k) plan with 2,972 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $16.5M and participant contributions $5.2M in the latest plan years; benefits paid were $29.6M. Schedule C compensation reported to service provider organisations totalled $282K.

Combined net assets moved from $22.9M in 2009 to $487M in 2024 (up 2026%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Emery Sapp 401(k) Plan401(k) plan20242,972$87.5M$29,442$0$247K
Emery Sapp Employee Stock Ownership Planemployee stock ownership plan20242,459$400M$162,526$7,416$35K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $22.9M2010: $24.6M2011: $25.4M2012: $28.4M2013: $34.2M2014: $43.4M2015: $50.1M2016: $64.6M2017: $82.0M2018: $88.9M2019: $123M2020: $163M2021: $203M2022: $231M2023: $348M2024: $487M$22.9M$487M20092012201620202024
Combined net assets
2009: 9042010: 9002011: 8862012: 9612013: 1,1532014: 1,1712015: 1,2302016: 1,3242017: 1,3722018: 1,4042019: 2,6892020: 2,9962021: 3,3972022: 4,2232023: 4,1862024: 5,4319045,43120092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202425,431$487M$16.5M$5.2M
202324,186$348M$3.7M$3.0M
202224,223$231M$20.4M$2.9M
202123,397$203M$10.3M$2.7M
202022,996$163M$7.4M$2.4M
201922,689$123M$1.9M$1.8M
201821,404$88.9M$1.8M$859K
201721,372$82.0M$1.7M$856K
201621,324$64.6M$1.6M$818K
201521,230$50.1M$1.8M$709K
201421,171$43.4M$1.3M$640K
201321,153$34.2M$1.6M$549K
20122961$28.4M$288K$584K
20112886$25.4M$847K$584K
20102900$24.6M$1.0M$477K
20092904$22.9M$1.3M$585K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Fidelity Investments InstitutionalParticipant loan processing1$119,968
CAPTRUST Financial AdvisorsInvestment advisory (participants); Investment advisory (plan)1$107,113
John Hancock Life Insurance CompanyRecordkeeping and information management; Investment management1$34,912
SFW Partners, LLCAccounting (including auditing)1$20,000

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Fidelity Investments Institutional$120K
CAPTRUST Financial Advisors$107K
John Hancock Life Insurance Company$35K
SFW Partners, LLC$20K

Questions and answers

How many retirement plans does Emery Sapp Construction, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Emery Sapp 401(k) Plan and Emery Sapp Employee Stock Ownership Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Emery Sapp Construction, Inc. contribute to its plans?

$16,469,954 in employer contributions across these plans in their latest plan years, about $3,476 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Fidelity Investments Institutional, CAPTRUST Financial Advisors, John Hancock Life Insurance Company and SFW Partners, LLC. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.