ESOP · DOL Form 5500 · 2022
Luckett & Farley Holding Company ESOP
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 82
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $127,607
- Avg per participant Near avg balance/head
Official DOL plan name: Luckett & Farley Employee Stock Ownership Plan · Sponsored by Luckett & Farley Holding Company · Kentucky · Professional & Technical Services
$10M in assets, 82 participants
Luckett & Farley Holding Company's Luckett & Farley Employee Stock Ownership Plan reported $10M in total assets and 82 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.
- #13,948 in Professional & Technical Services (21,562 peers)
2022 asset change
Luckett & Farley Employee Stock Ownership Plan surged 38.0% in 2022 ($8M → $10M) for 82 participants.
- #13,948
- in Professional & Technical Services (21,562 peers)
- +38.0%
- assets growth YoY
Luckett & Farley Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers
Luckett & Farley Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$10,463,770 Top 34% higher than 66% 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
Luckett & Farley 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. Luckett & Farley Employee Stock Ownership Plan is a small filing (82 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 461647927 · Luckett & Farley Holding Company PY 2022 · ESOP
Luckett & Farley Employee Stock Ownership Plan · $10M · 82 · 66th
- NET $10M
- BOOK 82
- VS-ST 66th
- BOY ESOP
- SCH near Windover Construction, Inc. Employee Stock Ownership Plan and Trust
- EBSA ind #13948
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 Kentucky →
Luckett & Farley Employee Stock Ownership Plan in the asset neighbourhood
Luckett & Farley Holding Company years around the 2022 move
Sponsor-wide plan assets over time
All Luckett & Farley Holding Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 2.1510317511316237% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 164 | $20M |
| 2023 | 2 | 134 | $19M |
| 2024 | 2 | 155 | $20M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $3M |
| Employer EIN | 461647927 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Kentucky
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Houchens Industries, Inc. Employee Stock Ownership Plan $2.1B · 6,338
- Stock Yards Bank & Trust Company 401(k) Employee $140M · 682
- Gray, Inc. Employee Stock Ownership Plan $113M · 1,269
- Interstate Personnel Services, Inc. Employee Stock Ownership Plan $109M · 831
- H & R Agri-Power Employee Stock Ownership Plan $82M · 444
Luckett & Farley Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Kentucky, the nearest ESOP by assets is Windover Construction, Inc. Employee Stock Ownership Plan and Trust in MA ($10M); by covered participants it is Cox & Company, Inc. Stock Bonus Plan and Employee Stock Ownership Plan in NY (82 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Windover Construction, Inc. Employee Stock Ownership Plan and Trust (MA) $10M · 67
- Group Builders, Inc. Employee Stock Ownership Plan (HI) $10M · 39
- Fahs Construction Group, Inc. Employee Stock Ownership Plan (NY) $10M · 80
- Davis & Associates, Inc. Employee Stock Ownership Plan and Trust (MN) $10M · 32
Similar participant headcount
Nearest other-state filings by covered participants (82 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.