ESOP · DOL Form 5500 · 2022

Lewis & Tibbitts, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
23
Participants Small participant base
55th
Percentile by assets National rank
$269,791
Avg per participant High balance/head
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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.

  • #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.

#5,427
in Construction (9,927 peers)
-6.1%
assets change YoY

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.

Lewis & Tibbitts, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

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 $2,050,000,000 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

Lewis & Tibbitts, 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. Lewis & Tibbitts, Inc. Employee Stock Ownership Plan is a small filing (23 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 942195160 · Lewis & Tibbitts, Inc. PY 2022 · ESOP

Lewis & Tibbitts, Inc. Employee Stock Ownership Plan · $6M · 23 · 55th

  • IND $6M
  • EOY 23
  • 5500 55th
  • ASSETS ESOP
  • PCT near H. a. Guden Company, Inc. Employee Stock Ownership Plan
  • EIN ind #5427

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 California →

Lewis & Tibbitts, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Lewis & Tibbitts, Inc. Employee Stock Ownership PlanLewis & Tibbitts, Inc. Emplo…$6MAsg Holdings Employee Stock Ownership PlanAsg Holdings Employee Stock …$6MAloha Shoyu Company, Limited Employee Stock Ownership PlanAloha Shoyu Company, Limited…$6MH. a. Guden Company, Inc. Employee Stock Ownership PlanH. a. Guden Company, Inc. Em…$6MConcrete Construction Supply, Inc. Employee Stock Ownership PlanConcrete Construction Supply…$6M
End-of-year total assets ($M) among Lewis & Tibbitts, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Lewis & Tibbitts, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 6.960762794709326% vs 2022
2024 filing year
$5.6M$5.8M$6M$6.2M$6.4M 202220232024 $6.21M $5.77M ▼ -7.1%
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 ($B) Participants Lewis & Tibbitts, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.006205182 · Participants: 23Lewis & Tibbitts, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Lewis & Tibbitts, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Lewis & Tibbitts, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Lewis & Tibbitts, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is H. a. Guden Company, Inc. Employee Stock Ownership Plan in NY ($6M); by covered participants it is Profitmaster Displays, Inc. Employee Stock Ownership Plan in GA (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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.

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).
Which ESOP plans cover a similar participant headcount to Lewis & Tibbitts, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Profitmaster Displays, Inc. Employee Stock Ownership Plan in GA (23 participants, $6M in assets).

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.