LMH ESOP HOLDCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
LMH ESOP HOLDCO, INC.
This Other plan holds $157M in total assets and serves 914 participants as of 2022. It is sponsored by LMH ESOP HOLDCO, INC. in California. The plan reported positive net income of $29M for the year.
What the Filing Says About LMH ESOP HOLDCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN
LMH ESOP HOLDCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN is a Other retirement plan sponsored by LMH ESOP HOLDCO, INC., headquartered in California. As of the 2022 Form 5500 filing, the plan reports $157M in total end-of-year assets and covers 914 participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 854391092, and the plan has been effective since 2020-12-31. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $128M at the beginning of 2022 to $157M at year-end — a gain of 22.5%. Net assets (after liabilities) closed the year at $156M, with reported net income of $29M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $128M |
| Total Assets (End of Year) | $157M |
| Net Assets (End of Year) | $156M |
| Net Income | $29M |
| Plan Type | Other |
| Employer EIN | 854391092 |
| Plan Effective Date | 2020-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (LMH ESOP HOLDCO, INC.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 914 | $157M |
| 2023 | 1 | 1,003 | $189M |
| 2024 | 1 | 1,139 | $232M |
Nearby Other Plans in California
Peer Other plans — same state, same plan type — ranked by total assets.
- ILWU-PMA PENSION PLAN $9.7B · 16,365
- WELLS FARGO & COMPANY CASH BALANCE PLAN $8.8B · 53,528
- SOUTHWEST CARPENTERS PENSION TRUST $6.8B · 45,891
- CARPENTERS PENSION TRUST FUND FOR NORTHERN CALIFORNIA $6.0B · 20,998
- MOTION PICTURE INDUSTRY PENSION PLAN $5.3B · 68,019
Related Data
Guides
Frequently Asked Questions
How much money is in the LMH ESOP HOLDCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN? ▼
What type of plan is LMH ESOP HOLDCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN? ▼
Who sponsors the LMH ESOP HOLDCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN? ▼
How did LMH ESOP HOLDCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN perform in 2022? ▼
Where can I find official filings for LMH ESOP HOLDCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN? ▼
How does LMH ESOP HOLDCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN compare to other plans? ▼
Explore PlainRetire
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 854391092.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.