ESOP · DOL Form 5500 · 2022

Lerch Bates Inc. ESOP

Data updated 2026-08-25

$45M
Total assets Below avg plan size
290
Participants Below avg headcount
87th
Percentile by assets National rank
$156,265
Avg per participant Above avg balance/head
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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.

  • #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.

#18,994
in Professional & Technical Services (21,562 peers)
+10.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Lerch Bates Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Lerch Bates Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$45,316,727 Top 13% higher than 87% 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

Lerch Bates Inc. Employee Stock Ownership Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lerch Bates Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (290 participants).

Published 5500 schedule card

Filing strip 362285171 · Lerch Bates Inc. PY 2022 · ESOP

Lerch Bates Inc. Employee Stock Ownership Plan and Trust · $45M · 290 · 87th

  • IND $45M
  • IND 290
  • IND 87th
  • IND ESOP
  • IND near Thermoflex Corp. Employee Stock Ownership Plan
  • IND ind #18994

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 Colorado →

Lerch Bates Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Western State Agency, Inc. Employee Stock Ownership Plan and TrustWestern State Agency, Inc. E…$45MMjw Consolidated, Inc. Employee Stock Ownership PlanMjw Consolidated, Inc. Emplo…$45MLerch Bates Inc. Employee Stock Ownership Plan and TrustLerch Bates Inc. Employee St…$45MThermoflex Corp. Employee Stock Ownership PlanThermoflex Corp. Employee St…$45MAllied Exhaust Systems, Inc. Employee Stock Ownership PlanAllied Exhaust Systems, Inc.…$45M
End-of-year total assets ($M) among Lerch Bates Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$42M
Net Income$5M
Employer EIN362285171
Plan Effective Date1986-11-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Lerch Bates Inc.)

Sponsor-wide plan assets over time

All Lerch Bates Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$122M 38.163514377320375% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $88.5M $122M ▲ +38.2%
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 Scatter plot of 6 data points. 020040060080010001200 0100200300 Total assets ($M) Participants Lerch Bates Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 45.316727 · Participants: 290Lerch Bates Inc. Employee Stock Ownership Plan and TrustAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 285.815279 · Participants: 597Alpine Lumber Company Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 232.984751 · Participants: 206Brown Strauss, Inc. Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 217.557758 · Participants: 1013Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 170.68 · Participants: 932Envision Management Holding, Inc. Employee Stock Ownership PlanCatamount Constructors, Inc. Employee Stock Ownership Plan, Total assets ($M): 112.205631 · Participants: 181Catamount Constructors, Inc. Employee Stock Ownership Plan
Lerch Bates Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Lerch Bates Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Lerch Bates Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Colorado, the nearest ESOP by assets is Thermoflex Corp. Employee Stock Ownership Plan in IL ($45M); by covered participants it is Altabancorp Employee Stock Ownership Plan in MT (290 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (290 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 Lerch Bates Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Lerch Bates Inc. Employee Stock Ownership Plan and Trust grew at a solid clip - up 10.8% during 2022, from $41M to $45M. Reported net income was $5M.
How have Lerch Bates Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lerch Bates Inc.'s sponsor-wide assets grew 38.2%, from $88M to $122M.
Where does Lerch Bates Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Lerch Bates Inc. Employee Stock Ownership Plan and Trust ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Lerch Bates Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Thermoflex Corp. Employee Stock Ownership Plan in IL ($45M, 407 participants).
Which ESOP plans cover a similar participant headcount to Lerch Bates Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Altabancorp Employee Stock Ownership Plan in MT (290 participants, N/A 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 362285171.

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.