ESOP · DOL Form 5500 · 2022
The Lavidge Company ESOP
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 49
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $91,366
- Avg per participant Below avg balance/head
Official DOL plan name: The Lavidge Company Employee Stock Ownership Plan · Sponsored by The Lavidge Company · Arizona · Professional & Technical Services
$4M in assets, 49 participants
The Lavidge Company's The Lavidge Company Employee Stock Ownership Plan reported $4M in total assets and 49 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.
- #9,925 in Professional & Technical Services (21,562 peers)
The Lavidge Company multi-year trail
The Lavidge Company's plans moved +39.3% in assets from 2022 to 2024; this filing shows The Lavidge Company Employee Stock Ownership Plan at $4M / 49 participants.
- #9,925
- in Professional & Technical Services (21,562 peers)
- +21.0%
- assets growth YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Lavidge Company Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers
The Lavidge Company Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,476,951 48th percentile higher than 48% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Lavidge Company 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. The Lavidge Company Employee Stock Ownership Plan is a small filing (49 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 860434047 · The Lavidge Company PY 2022 · ESOP
The Lavidge Company Employee Stock Ownership Plan · $4M · 49 · 48th
- EBSA $4M
- EBSA 49
- EBSA 48th
- EBSA ESOP
- EBSA near Patriot Framing Employee Stock Ownership Plan
- EBSA ind #9925
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 Arizona →
The Lavidge Company Employee Stock Ownership Plan in the asset neighbourhood
The Lavidge Company multi-year asset trail
Sponsor-wide plan assets over time
All The Lavidge Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 39.29002126670584% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 49 | $4M |
| 2023 | 1 | 52 | $7M |
| 2024 | 1 | 56 | $6M |
The Lavidge Company filing trail (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | -$793K |
| Net Income | -$3M |
| Employer EIN | 860434047 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Arizona
Peer ESOP plans, same state, same plan type, ranked by total assets.
- The Sundt Companies Employee Stock Ownership Plan $654M · 1,879
- U-Haul Holding Company Employee Stock Ownership Plan $498M · 18,179
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan $309M · 235
- Pima Medical Institute Employee Stock Ownership Plan $190M · 1,362
- Rvr Employee Stock Ownership Plan $145M · 139
The Lavidge Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Arizona, the nearest ESOP by assets is Patriot Framing Employee Stock Ownership Plan in NV ($4M); by covered participants it is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (49 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (49 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.