ESOP · DOL Form 5500 · 2022

Ray Lindsey Company ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
9
Participants Small participant base
29th
Percentile by assets National rank
$153,877
Avg per participant Above avg balance/head
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Official DOL plan name: Ray Lindsey Company Employee Stock Ownership Plan · Sponsored by Ray Lindsey Company · Missouri · Wholesale Trade

$1M in assets, 9 participants

Ray Lindsey Company's Ray Lindsey Company Employee Stock Ownership Plan reported $1M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.

  • #1,175 in Wholesale Trade (6,843 peers)

Ray Lindsey Company multi-year trail

Ray Lindsey Company's plans moved +17.8% in assets from 2022 to 2024; this filing shows Ray Lindsey Company Employee Stock Ownership Plan at $1M / 9 participants.

#1,175
in Wholesale Trade (6,843 peers)
-14.2%
assets change YoY

The plan reported a net loss of $229K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ray Lindsey Company Employee Stock Ownership Plan among the smaller filed plans by assets

Ray Lindsey Company Employee Stock Ownership Plan vs every filed plan by assets

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

$1,384,895 29th percentile higher than 29% 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

Ray Lindsey Company Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ray Lindsey Company Employee Stock Ownership Plan is a micro filing (9 participants), the leftmost band.

DOL schedule card

Filing strip 480817626 · Ray Lindsey Company PY 2022 · ESOP

Ray Lindsey Company Employee Stock Ownership Plan · $1M · 9 · 29th

  • 5500 $1M
  • 5500 9
  • 5500 29th
  • 5500 ESOP
  • 5500 near Mcinnis Brothers Construction, Inc. Employee Stock Ownership Plan
  • 5500 ind #1175

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 Missouri →

Ray Lindsey Company Employee Stock Ownership Plan in the asset neighbourhood

Mcinnis Brothers Construction, Inc. Employee Stock Ownership PlanMcinnis Brothers Constructio…$1MDurbin Bennett Tax Advisors, Inc. Employee Stock Ownership PlanDurbin Bennett Tax Advisors,…$1MHinman & Hinman Trust Mpp$1MTollefson Funeral Home, Inc. ESOPTollefson Funeral Home, Inc.…$1MRay Lindsey Company Employee Stock Ownership PlanRay Lindsey Company Employee…$1M
End-of-year total assets ($M) among Ray Lindsey Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Ray Lindsey Company multi-year asset trail

Sponsor-wide plan assets over time

All Ray Lindsey Company plans reported in each filing year

Latest sponsor-wide plan assets
$2M 17.7518151195578% vs 2022
2024 filing year
$1.3M$1.4M$1.5M$1.6M$1.7M 202220232024 $1.38M $1.63M ▲ +18.1%
Year Plans Participants Total Assets
2022 1 9 $1M
2023 1 8 $2M
2024 1 7 $2M

Ray Lindsey Company filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$229K
Employer EIN480817626
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Missouri

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

Ray Lindsey Company Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1012345 Total assets ($B) Participants Ray Lindsey Company Employee Stock Ownership Plan, Total assets ($B): 0.001384895 · Participants: 9Ray Lindsey Company Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.96136732 · Participants: 7358Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.201297589 · Participants: 3252Mccarthy Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.353124189 · Participants: 432Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.332246957 · Participants: 2641Je Dunn Employee Stock Ownership Plan and TrustSrc Employee Stock Ownership Plan and Trust, Total assets ($B): 0.238180744 · Participants: 1388Src Employee Stock Ownership Plan and Trust
Ray Lindsey Company Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Ray Lindsey Company Employee Stock Ownership Plan side-by-side with 3 peers →

Ray Lindsey Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Mcinnis Brothers Construction, Inc. Employee Stock Ownership Plan in LA ($1M); by covered participants it is Stowe Insurance Agency, Inc. Employee Stock Ownership Plan in VT (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Ray Lindsey Company Employee Stock Ownership Plan assets move in 2022? ▼
Ray Lindsey Company Employee Stock Ownership Plan pulled back noticeably - down 14.2% during 2022, from $2M to $1M. Reported net income was -$229K.
How have Ray Lindsey Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ray Lindsey Company's sponsor-wide assets grew 17.8%, from $1M to $2M.
Which ESOP plans are similar in size to Ray Lindsey Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mcinnis Brothers Construction, Inc. Employee Stock Ownership Plan in LA ($1M, 49 participants).
Which ESOP plans cover a similar participant headcount to Ray Lindsey Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Stowe Insurance Agency, Inc. Employee Stock Ownership Plan in VT (9 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 480817626.

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.