ESOP · DOL Form 5500 · 2022
R. C. Lurie Company, Inc. ESOP
Data updated 2026-08-11
- $75M
- Total assets
- 65
- Participants
- 91st
- Percentile by assets
- $1.2M
- Avg per participant
Official DOL plan name: R. C. Lurie Company, Inc. Employee Stock Ownership Plan · Sponsored by R. C. Lurie Company, Inc. · Arizona · Wholesale Trade
$75M in assets, 65 participants
R. C. Lurie Company, Inc.'s R. C. Lurie Company, Inc. Employee Stock Ownership Plan reported $75M in total assets and 65 participants in its 2022 DOL Form 5500 filing, ranking in the 91st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 91st percentile by assets (of 139,126 plans)
- #6,334 in Wholesale Trade (6,843 peers)
Where R. C. Lurie Company, Inc. Employee Stock Ownership Plan sits by assets
R. C. Lurie Company, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $75M for 65 participants (~$1.2M/participant), up 25.2% in 2022.
- $75M
- total plan assets (2022 EOY)
- 65
- covered participants
- 91st
- percentile by assets (of 139,126 plans)
- $1.2M
- avg assets per participant
R. C. Lurie Company, Inc. Employee Stock Ownership Plan vs the 2022 asset distribution
By assets, R. C. Lurie Company, Inc. Employee Stock Ownership Plan outranks 91% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $60M |
|---|---|
| Net Assets (End of Year) | $69M |
| Net Income | $16M |
| Employer EIN | 860278523 |
| Plan Effective Date | 2005-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (R. C. Lurie Company, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 65 | $75M |
| 2023 | 1 | 71 | $89M |
| 2024 | 1 | 69 | $103M |
Nearby ESOP Plans in Arizona
Peer ESOP plans, same state, same plan type, ranked by total assets.
R. C. Lurie Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
- The Sundt Companies Employee Stock Ownership Plan $654M · 1,879
- U-Haul Holding Company Employee Stock Ownership Plan $498M · 18,179
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan $309M · 235
- Pima Medical Institute Employee Stock Ownership Plan $190M · 1,362
- Rvr Employee Stock Ownership Plan $145M · 139
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to R. C. Lurie Company, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on R. C. Lurie Company, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, R. C. Lurie Company, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Arizona. Compare plans
- R. C. Lurie Company, Inc.'s sponsor-wide assets have grown 37.3% since 2022 across 3 plan years on file. More Wholesale Trade plans