ESOP · DOL Form 5500 · 2022

Lion Plumbing Supply, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
37
Participants Small participant base
60th
Percentile by assets National rank
$217,508
Avg per participant Above avg balance/head
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Official DOL plan name: Lion Plumbing Supply, Inc. Employee Stock Ownership Plan · Sponsored by Lion Plumbing Supply, Inc. · Florida · Wholesale Trade

$8M in assets, 37 participants

Lion Plumbing Supply, Inc.'s Lion Plumbing Supply, Inc. Employee Stock Ownership Plan reported $8M in total assets and 37 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,517 in Wholesale Trade (6,843 peers)

2022 asset change

Lion Plumbing Supply, Inc. Employee Stock Ownership Plan grew sharply 28.3% in 2022 ($6M → $8M) for 37 participants.

#3,517
in Wholesale Trade (6,843 peers)
+28.3%
assets growth YoY

Lion Plumbing Supply, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Lion Plumbing Supply, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$8,047,790 Top 40% higher than 60% 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

Lion Plumbing Supply, 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. Lion Plumbing Supply, Inc. Employee Stock Ownership Plan is a small filing (37 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 590793339 · Lion Plumbing Supply, Inc. PY 2022 · ESOP

Lion Plumbing Supply, Inc. Employee Stock Ownership Plan · $8M · 37 · 60th

  • PCT $8M
  • PCT 37
  • PCT 60th
  • PCT ESOP
  • PCT near Mgs Contracting, Inc. Employee Stock Ownership Plan
  • PCT ind #3517

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 Florida →

Lion Plumbing Supply, Inc. Employee Stock Ownership Plan in the asset neighbourhood

The Menke Group Employee Stock Ownership PlanThe Menke Group Employee Sto…$8MLion Plumbing Supply, Inc. Employee Stock Ownership PlanLion Plumbing Supply, Inc. E…$8MMgs Contracting, Inc. Employee Stock Ownership PlanMgs Contracting, Inc. Employ…$8MThe Peoples Bank & Trust Employee Stock Ownership PlanThe Peoples Bank & Trust Emp…$8MEmergency Apparatus Maintenance, Inc. Employee Stock Ownership PlanEmergency Apparatus Maintena…$8M
End-of-year total assets ($M) among Lion Plumbing Supply, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Lion Plumbing Supply, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Lion Plumbing Supply, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 9.771676447819837% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M 202220232024 $8.05M $7.26M ▼ -9.8%
Year Plans Participants Total Assets
2022 1 37 $8M
2023 1 34 $7M
2024 1 33 $7M

2022 asset-move particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN590793339
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

Lion Plumbing Supply, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Lion Plumbing Supply, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00804779 · Participants: 37Lion Plumbing Supply, Inc. Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.726925474 · Participants: 142486Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.661618269 · Participants: 14200Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.425498726 · Participants: 6258Thirty Fifteen Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.309502065 · Participants: 465Rsr Employee Stock Ownership PlanTeam Horner Employee Stock Ownership Plan, Total assets ($B): 0.217088578 · Participants: 448Team Horner Employee Stock Ownership Plan
Lion Plumbing Supply, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants

Lion Plumbing Supply, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Mgs Contracting, Inc. Employee Stock Ownership Plan in GA ($8M); by covered participants it is Sdg Architects, Inc. ESOP in CA (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 Lion Plumbing Supply, Inc. Employee Stock Ownership Plan assets move in 2022?
Lion Plumbing Supply, Inc. Employee Stock Ownership Plan grew sharply - up 28.3% during 2022, from $6M to $8M. Reported net income was $2M.
How have Lion Plumbing Supply, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Lion Plumbing Supply, Inc.'s sponsor-wide assets declined 9.8%, from $8M to $7M.
Which ESOP plans are similar in size to Lion Plumbing Supply, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Mgs Contracting, Inc. Employee Stock Ownership Plan in GA ($8M, 24 participants).
Which ESOP plans cover a similar participant headcount to Lion Plumbing Supply, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Sdg Architects, Inc. ESOP in CA (37 participants, $2M in assets).