ESOP · DOL Form 5500 · 2022

Lewis & Tibbitts, Inc. ESOP

Data updated 2026-08-11

$6M
Total assets
23
Participants
55th
Percentile by assets
$269,791
Avg per participant
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Official DOL plan name: Lewis & Tibbitts, Inc. Employee Stock Ownership Plan · Sponsored by Lewis & Tibbitts, Inc. · California · Construction

$6M in assets, 23 participants

Lewis & Tibbitts, Inc.'s Lewis & Tibbitts, Inc. Employee Stock Ownership Plan reported $6M in total assets and 23 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • 55th percentile by assets (of 139,126 plans)
  • #5,427 in Construction (9,927 peers)

What the 2022 filing shows

Lewis & Tibbitts, Inc. Employee Stock Ownership Plan holds $6M for 23 participants - about $269,791 per participant, above the median plan by assets.

$6M
total plan assets (2022 EOY)
23
covered participants
55th
percentile by assets (of 139,126 plans)
$269,791
avg assets per participant

The plan reported a net loss of $148K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Lewis & Tibbitts, Inc. Employee Stock Ownership Plan sits by total assets

Lewis & Tibbitts, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$6,205,182 Top 45% higher than 55% of 139,123 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

State
California
Industry
Construction

ESOP filing for Lewis & Tibbitts, Inc. Employee Stock Ownership Plan

ESOP filing for plan year 2022: EIN 942195160 ; effective since 1979-02-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

Filing particulars (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income-$148K
Employer EIN942195160
Plan Effective Date1979-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lewis & Tibbitts, Inc.)

$5.6M$5.8M$6M$6.2M$6.4M 202220232024 $6.21M $5.77M ▼ -7.1%
Total plan assets by year, all Lewis & Tibbitts, Inc. plans on file
Year Plans Participants Total Assets
2022 1 23 $6M
2023 1 25 $6M
2024 1 25 $6M

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Lewis & Tibbitts, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Lewis & Tibbitts, In…, Total assets ($B): 0.006205182 · Participants: 23Lewis & Tibbitts, In…Parsons Employee Sto…, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Sto…Acco Employee Stock …, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock …Rosendin Electric, I…, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, I…Recology Employee St…, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee St…Agron, Inc. Employee…, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee…
Lewis & Tibbitts, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Lewis & Tibbitts, Inc. Employee Stock Ow… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Lewis & Tibbitts, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Lewis & Tibbitts, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Lewis & Tibbitts, Inc. Employee Stock Ownership Plan pulled back noticeably - down 6.1% during 2022, from $7M to $6M. Reported net income was -$148K.
How have Lewis & Tibbitts, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lewis & Tibbitts, Inc.'s sponsor-wide assets declined 7.0%, from $6M to $6M.
Which ESOP plans are similar in size to Lewis & Tibbitts, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is H. a. Guden Company, Inc. Employee Stock Ownership Plan in NY ($6M, 23 participants).

Next read for Lewis & Tibbitts, Inc. Employee Stock Ow…

Filing takeaways

Ways to act on Lewis & Tibbitts, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Lewis & Tibbitts, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
  • Lewis & Tibbitts, Inc.'s sponsor-wide assets have declined 7.0% since 2022 across 3 plan years on file. More Construction plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942195160.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.