ESOP · DOL Form 5500 · 2022
Lullabot, Inc. ESOP
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 34
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $107,647
- Avg per participant Below avg balance/head
Official DOL plan name: Lullabot, Inc. Employee Stock Ownership Plan · Sponsored by Lullabot, Inc. · Rhode Island · Professional & Technical Services
$4M in assets, 34 participants
Lullabot, Inc.'s Lullabot, Inc. Employee Stock Ownership Plan reported $4M in total assets and 34 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.
- #8,997 in Professional & Technical Services (21,562 peers)
Lullabot, Inc. multi-year trail
Lullabot, Inc.'s plans moved -40.4% in assets from 2022 to 2024; this filing shows Lullabot, Inc. Employee Stock Ownership Plan at $4M / 34 participants.
- #8,997
- in Professional & Technical Services (21,562 peers)
- +330.6%
- assets growth YoY
Lullabot, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers
Lullabot, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,660,000 44th percentile higher than 44% 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
Lullabot, 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. Lullabot, Inc. Employee Stock Ownership Plan is a small filing (34 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 208106905 · Lullabot, Inc. PY 2022 · ESOP
Lullabot, Inc. Employee Stock Ownership Plan · $4M · 34 · 44th
- RANK $4M
- PHOTO 34
- IND 44th
- EOY ESOP
- 5500 near Zia Record Exchange Employee Stock Ownership Plan
- ASSETS ind #8997
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 Rhode Island →
Lullabot, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Lullabot, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Lullabot, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 40.43715846994536% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 34 | $4M |
| 2023 | 1 | 42 | $2M |
| 2024 | 1 | 43 | $2M |
Lullabot, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $850K |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $3M |
| Employer EIN | 208106905 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Rhode Island
Peer ESOP plans, same state, same plan type, ranked by total assets.
- The Bank of America Transferred Savings Account Plan $1.0B · 5,057
- Century Drywall, Inc. Employee Stock Ownership Plan $65M · 43
- Thielsch Engineering, Inc. Employee Stock Ownership Plan $58M · 481
- Newport Harbor Corporation Employee Stock Ownership Plan $53M · 1,057
- Beta Group, Inc. Employee Stock Ownership Plan $18M · 166
Lullabot, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Rhode Island, the nearest ESOP by assets is Zia Record Exchange Employee Stock Ownership Plan in AZ ($4M); by covered participants it is Employee Stock Ownership Plan for Employees of Asel Art Supply Inc. in TX (34 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (34 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.