ESOP · DOL Form 5500 · 2022

Lachman Consultant Services, Inc. ESOP

Data updated 2026-08-25

$78M
Total assets Below avg plan size
33
Participants Small participant base
91st
Percentile by assets National rank
$2.4M
Avg per participant High balance/head
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Official DOL plan name: Lachman Consultant Services, Inc. Employee Stock Ownership Plan · Sponsored by Lachman Consultant Services, Inc. · New York · Professional & Technical Services

$78M in assets, 33 participants

Lachman Consultant Services, Inc.'s Lachman Consultant Services, Inc. Employee Stock Ownership Plan reported $78M in total assets and 33 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #19,930 in Professional & Technical Services (21,562 peers)

Where Lachman Consultant Services, Inc. Employee Stock Ownership Plan sits by assets

Lachman Consultant Services, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $78M for 33 participants (~$2.4M/participant), up 24.6% in 2022.

#19,930
in Professional & Technical Services (21,562 peers)
+24.6%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Lachman Consultant Services, Inc. Employee Stock Ownership Plan's outsized position by total assets

Lachman Consultant Services, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$77,615,431 Top 9% higher than 91% 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

Lachman Consultant Services, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lachman Consultant Services, Inc. Employee Stock Ownership Plan is a small filing (33 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 112450929 · Lachman Consultant Services, Inc. PY 2022 · ESOP

Lachman Consultant Services, Inc. Employee Stock Ownership Plan · $78M · 33 · 91st

  • VS-ST $78M
  • BOY 33
  • SCH 91st
  • EBSA ESOP
  • PART near World Travel, Inc. Employee Stock Ownership Plan
  • TYPE ind #19930

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 New York →

Lachman Consultant Services, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Cfc ESOP$78MRobert E. Mason & Associates, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates…$78MInland Truck Parts Company Employee Stock Ownership Plan and TrustInland Truck Parts Company E…$78MWorld Travel, Inc. Employee Stock Ownership PlanWorld Travel, Inc. Employee …$78MLachman Consultant Services, Inc. Employee Stock Ownership PlanLachman Consultant Services,…$78M
End-of-year total assets ($M) among Lachman Consultant Services, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$67M
Net Income$16M
Employer EIN112450929
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lachman Consultant Services, Inc.)

Sponsor-wide plan assets over time

All Lachman Consultant Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$112M 44.82620730406045% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $77.6M $112M ▲ +44.8%
Year Plans Participants Total Assets
2022 1 33 $78M
2023 1 35 $114M
2024 1 53 $112M

Nearby ESOP Plans in New York

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

Lachman Consultant Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 02004006008001000 Total assets ($M) Participants Lachman Consultant Services, Inc. Employee Stock Ownership Plan, Total assets ($M): 77.615431 · Participants: 33Lachman Consultant Services, Inc. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 781.613108 · Participants: 3443Stewart's Shops Corp Employee Stock Ownership PlanLewis Tree Service Employee Stock Ownership Plan, Total assets ($M): 384.275596 · Participants: 3307Lewis Tree Service Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 293.053093 · Participants: 118H.C. Wainwright & Co. Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 207.331837 · Participants: 1611Greenman-Pedersen, Inc. Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 183.683651 · Participants: 3775Griffon Corporation Employee Stock Ownership Plan
Lachman Consultant Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants

Lachman Consultant Services, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is World Travel, Inc. Employee Stock Ownership Plan in PA ($78M); by covered participants it is Eagle Savings Bank Employee Stock Ownership Plan in OH (33 participants). Same-state nearby plans are listed separately above.

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 Lachman Consultant Services, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Lachman Consultant Services, Inc. Employee Stock Ownership Plan grew sharply - up 24.6% during 2022, from $62M to $78M. Reported net income was $16M.
How have Lachman Consultant Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lachman Consultant Services, Inc.'s sponsor-wide assets grew 44.8%, from $78M to $112M.
Where does Lachman Consultant Services, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Lachman Consultant Services, Inc. Employee Stock Ownership Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Lachman Consultant Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is World Travel, Inc. Employee Stock Ownership Plan in PA ($78M, 487 participants).
Which ESOP plans cover a similar participant headcount to Lachman Consultant Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Eagle Savings Bank Employee Stock Ownership Plan in OH (33 participants, $2M in assets).