ESOP · DOL Form 5500 · 2022

Lmh ESOP Holdco, Inc. ESOP

Data updated 2026-08-11

$157M
Total assets
914
Participants
95th
Percentile by assets
$171,335
Avg per participant
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Official DOL plan name: Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan · Sponsored by Lmh ESOP Holdco, Inc. · California · Real Estate

$157M in assets, 914 participants

Lmh ESOP Holdco, Inc.'s Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan reported $157M in total assets and 914 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 139,126 plans)
  • #4,996 in Real Estate (5,057 peers)

Where Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan sits by assets

Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $157M for 914 participants (~$171,335/participant), up 22.5% in 2022.

$157M
total plan assets (2022 EOY)
914
covered participants
95th
percentile by assets (of 139,126 plans)
$171,335
avg assets per participant
State
Industry

Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan vs the 2022 asset distribution

By assets, Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan outranks 95% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$128M
Net Assets (End of Year)$156M
Net Income$29M
Employer EIN854391092
Plan Effective Date2020-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Lmh ESOP Holdco, Inc.)

$100M$150M$200M$250M 202220232024 $157M $232M ▲ +47.9%
Total plan assets by year, all Lmh ESOP Holdco, Inc. plans on file
Year Plans Participants Total Assets
2022 1 914 $157M
2023 1 1,003 $189M
2024 1 1,139 $232M

Nearby ESOP Plans in California

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

Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 01234 Total assets ($B) Participants Lmh ESOP Holdco, Inc…Parsons Employee Sto…Acco Employee Stock …Rosendin Electric, I…Recology Employee St…Agron, Inc. Employee…
Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan assets move in 2022?
Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan grew sharply - up 22.5% during 2022, from $128M to $157M. Reported net income was $29M.
How have Lmh ESOP Holdco, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Lmh ESOP Holdco, Inc.'s sponsor-wide assets grew 47.9%, from $157M to $232M.
Where does Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Keller, Inc. Employee Stock Ownership Plan & Trust in WI ($156M, 246 participants).

Next read for Lmh ESOP Holdco, Inc. Employee Stock Own…

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Ways to act on Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
  • Lmh ESOP Holdco, Inc.'s sponsor-wide assets have grown 47.9% since 2022 across 3 plan years on file. More Real Estate plans