ESOP · DOL Form 5500 · 2022

Lbtc Holdings, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
70
Participants Small participant base
35th
Percentile by assets National rank
$30,365
Avg per participant Low balance/head
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Official DOL plan name: Lbtc Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Lbtc Holdings, Inc. · Hawaii · Other Services

$2M in assets, 70 participants

Lbtc Holdings, Inc.'s Lbtc Holdings, Inc. Employee Stock Ownership Plan reported $2M in total assets and 70 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #4,837 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Lbtc Holdings, Inc. Employee Stock Ownership Plan ranks #4,837 of 8,398 2022 filers by assets (944% of the sector average)-$2M for 70 participants.

#4,837
in Other Services (8,398 peers)
-17.0%
assets change YoY

Lbtc Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Other Services and all filers

Lbtc Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,125,577 35th percentile higher than 35% 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

Lbtc Holdings, 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. Lbtc Holdings, Inc. Employee Stock Ownership Plan is a small filing (70 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 205511830 · Lbtc Holdings, Inc. PY 2022 · ESOP

Lbtc Holdings, Inc. Employee Stock Ownership Plan · $2M · 70 · 35th

  • ASSETS $2M
  • ASSETS 70
  • ASSETS 35th
  • ASSETS ESOP
  • ASSETS near Enhanced Capital Partners Employee Stock Ownership Plan
  • ASSETS ind #4837

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 Hawaii →

Lbtc Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Lbtc Holdings, Inc. Employee Stock Ownership PlanLbtc Holdings, Inc. Employee…$2MTrs Group, Inc. Employee Stock Ownership Plan and TrustTrs Group, Inc. Employee Sto…$2MEnhanced Capital Partners Employee Stock Ownership PlanEnhanced Capital Partners Em…$2MIndustrial Ceramic Products Employee Stock Ownership PlanIndustrial Ceramic Products …$2MHeartland Companies, Inc. Employee Stock Ownership PlanHeartland Companies, Inc. Em…$2M
End-of-year total assets ($M) among Lbtc Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)-$13M
Net Income$751K
Employer EIN205511830
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lbtc Holdings, Inc.)

Sponsor-wide plan assets over time

All Lbtc Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 66.21589442847728% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.76M $12.9M ▲ +66.4%
Year Plans Participants Total Assets
2022 2 140 $8M
2023 2 153 $9M
2024 2 131 $13M

Nearby ESOP Plans in Hawaii

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

Lbtc Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -50050100150 Total assets ($M) Participants Lbtc Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 2.125577 · Participants: 70Lbtc Holdings, Inc. Employee Stock Ownership PlanBowers & Kubota Consulting, Inc. ESOP, Total assets ($M): 110.308171 · Participants: 260Bowers & Kubota Consulting, Inc. ESOPRoberts Hawaii, Inc. Employee Stock Ownership Plan, Total assets ($M): 109.053855 · Participants: 1734Roberts Hawaii, Inc. Employee Stock Ownership PlanR. M. Towill Corporation Employee Stock Ownership Plan, Total assets ($M): 102.847955 · Participants: 99R. M. Towill Corporation Employee Stock Ownership PlanGpf Life and Health Benefits Co. Employee Stock Ownership Plan, Total assets ($M): 93.422329 · Participants: 109Gpf Life and Health Benefits Co. Employee Stock Ownership PlanHpm Building Supply Employee Stock Ownership Plan, Total assets ($M): 83.237111 · Participants: 338Hpm Building Supply Employee Stock Ownership Plan
Lbtc Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants
Compare Lbtc Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Lbtc Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Hawaii, the nearest ESOP by assets is Enhanced Capital Partners Employee Stock Ownership Plan in LA ($2M); by covered participants it is The Production Management Group, Ltd. ESOP in MD (70 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (70 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 Lbtc Holdings, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Lbtc Holdings, Inc. Employee Stock Ownership Plan declined sharply - down 17.0% during 2022, from $3M to $2M. Reported net income was $751K.
How have Lbtc Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lbtc Holdings, Inc.'s sponsor-wide assets grew 66.2%, from $8M to $13M.
Which ESOP plans are similar in size to Lbtc Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Enhanced Capital Partners Employee Stock Ownership Plan in LA ($2M, 31 participants).
Which ESOP plans cover a similar participant headcount to Lbtc Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Production Management Group, Ltd. ESOP in MD (70 participants, $17M 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 205511830.

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.