ESOP · DOL Form 5500 · 2022
Lipman Hearne, Inc. ESOP
Data updated 2026-08-25
- $157K
- Total assets Small plan by assets
- 16
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $9,813
- Avg per participant Low balance/head
Official DOL plan name: Lipman Hearne, Inc. Employee Stock Ownership Plan · Sponsored by Lipman Hearne, Inc. · Illinois · Professional & Technical Services
$157K in assets, 16 participants
Lipman Hearne, Inc.'s Lipman Hearne, Inc. Employee Stock Ownership Plan reported $157K in total assets and 16 participants in its 2022 DOL Form 5500 filing, ranking in the 9th 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.
- #1,603 in Professional & Technical Services (21,562 peers)
2022 asset change
Lipman Hearne, Inc. Employee Stock Ownership Plan surged 15399.9% in 2022 ($1K → $157K) for 16 participants.
- #1,603
- in Professional & Technical Services (21,562 peers)
- +15399.9%
- assets growth YoY
Lipman Hearne, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Lipman Hearne, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$157,014 9th percentile higher than 9% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Lipman Hearne, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lipman Hearne, Inc. Employee Stock Ownership Plan is a small filing (16 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 363555275 · Lipman Hearne, Inc. PY 2022 · ESOP
Lipman Hearne, Inc. Employee Stock Ownership Plan · $157K · 16 · 9th
- IND $157K
- EOY 16
- 5500 9th
- ASSETS ESOP
- PCT near Louisiana Lift & Equipment, Inc. ESOP
- EIN ind #1603
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Illinois →
Lipman Hearne, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Lipman Hearne, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Lipman Hearne, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 16 | $157K |
| 2023 | 1 | 13 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $1K |
|---|---|
| Net Assets (End of Year) | $24K |
| Net Income | $173K |
| Employer EIN | 363555275 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Amsted Industries Incorporated Employees' Stock Ownership Plan $3.8B · 4,361
- Ori 401(k) Savings and Profit Sharing Plan $1.7B · 10,023
- Kehe Distributors, Inc. Employee Stock Ownership Plan $1.2B · 3,905
- Scot Forge Company Employee Stock Ownership Plan $970M · 495
- Rli Corp. Employee Stock Ownership Plan $342M · 826
Lipman Hearne, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Illinois, the nearest ESOP by assets is Louisiana Lift & Equipment, Inc. ESOP in LA ($157K); by covered participants it is Carcione's Fresh Produce Co., Inc. Employee Stock Ownership Plan in CA (16 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($157K here).
Similar participant headcount
Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.