ESOP · DOL Form 5500 · 2022
Lerch Bates Inc. ESOP
Data updated 2026-08-11
- $45M
- Total assets
- 290
- Participants
- 87th
- Percentile by assets
- $156,265
- Avg per participant
Official DOL plan name: Lerch Bates Inc. Employee Stock Ownership Plan and Trust · Sponsored by Lerch Bates Inc. · Colorado · Professional & Technical Services
$45M in assets, 290 participants
Lerch Bates Inc.'s Lerch Bates Inc. Employee Stock Ownership Plan and Trust reported $45M in total assets and 290 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.
- 87th percentile by assets (of 139,126 plans)
- #18,994 in Professional & Technical Services (21,562 peers)
Where Lerch Bates Inc. Employee Stock Ownership Plan and Trust sits by assets
Lerch Bates Inc. Employee Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $45M for 290 participants (~$156,265/participant), up 10.8% in 2022.
- $45M
- total plan assets (2022 EOY)
- 290
- covered participants
- 87th
- percentile by assets (of 139,126 plans)
- $156,265
- avg assets per participant
Lerch Bates Inc. Employee Stock Ownership Plan and Trust vs the 2022 asset distribution
By assets, Lerch Bates Inc. Employee Stock Ownership Plan and Trust outranks 87% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $41M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | $5M |
| Employer EIN | 362285171 |
| Plan Effective Date | 1986-11-06 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lerch Bates Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 593 | $88M |
| 2023 | 2 | 686 | $109M |
| 2024 | 2 | 668 | $122M |
Nearby ESOP Plans in Colorado
Peer ESOP plans, same state, same plan type, ranked by total assets.
Lerch Bates Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Colorado, assets vs. participants
- Alpine Lumber Company Employee Stock Ownership Plan $286M · 597
- Brown Strauss, Inc. Employee Stock Ownership Plan $233M · 206
- Trinidad Benham Corp. Employee Stock Ownership Plan $218M · 1,013
- Envision Management Holding, Inc. Employee Stock Ownership Plan $171M · 932
- Catamount Constructors, Inc. Employee Stock Ownership Plan $112M · 181
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Lerch Bates Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.
Frequently Asked Questions
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Ways to act on Lerch Bates Inc. Employee Stock Ownership Plan and Trust's numbers.
- By total assets, Lerch Bates Inc. Employee Stock Ownership Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Colorado. Compare plans
- Lerch Bates Inc.'s sponsor-wide assets have grown 38.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans