ESOP · DOL Form 5500 · 2022
Ljt & Associates, Inc. ESOP
Data updated 2026-08-25
- $289K
- Total assets Small plan by assets
- 212
- Participants Below avg headcount
- 13th
- Percentile by assets National rank
- $1,365
- Avg per participant Low balance/head
Official DOL plan name: Ljt & Associates, Inc. Profit Sharing Plan · Sponsored by Ljt & Associates, Inc. · Colorado · Professional & Technical Services
$289K in assets, 212 participants
Ljt & Associates, Inc.'s Ljt & Associates, Inc. Profit Sharing Plan reported $289K in total assets and 212 participants in its 2022 DOL Form 5500 filing, ranking in the 13th 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.
- #2,320 in Professional & Technical Services (21,562 peers)
What the 2022 filing shows
Ljt & Associates, Inc. Profit Sharing Plan holds $289K for 212 participants - about $1,365 per participant, among the smaller plans by assets on file.
- #2,320
- in Professional & Technical Services (21,562 peers)
- -6.3%
- assets change YoY
The plan reported a net loss of $19K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ljt & Associates, Inc. Profit Sharing Plan among the smaller filed plans by assets
Ljt & Associates, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$289,436 13th percentile higher than 13% 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
Ljt & Associates, Inc. Profit Sharing Plan 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. Ljt & Associates, Inc. Profit Sharing Plan sits mid-pack in the medium band (212 participants).
Plan-year Form 5500 strip
Filing strip 631148956 · Ljt & Associates, Inc. PY 2022 · ESOP
Ljt & Associates, Inc. Profit Sharing Plan · $289K · 212 · 13th
- EOY $289K
- 5500 212
- ASSETS 13th
- PCT ESOP
- EIN near New-Tech Packaging Employee Stock Ownership Plan
- RANK ind #2320
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 →
Ljt & Associates, Inc. Profit Sharing Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $309K |
|---|---|
| Net Assets (End of Year) | $289K |
| Net Income | -$19K |
| Employer EIN | 631148956 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ljt & Associates, Inc.)
Sponsor-wide plan assets over time
All Ljt & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $263K 9.103221437554417% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 212 | $289K |
| 2023 | 1 | 212 | $274K |
| 2024 | 1 | 212 | $263K |
Nearby ESOP Plans in Colorado
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Alpine Lumber Company Employee Stock Ownership Plan $286M · 597
- Brown Strauss, Inc. Employee Stock Ownership Plan $233M · 206
- Trinidad Benham Corp. Employee Stock Ownership Plan $218M · 1,013
- Envision Management Holding, Inc. Employee Stock Ownership Plan $171M · 932
- Catamount Constructors, Inc. Employee Stock Ownership Plan $112M · 181
Ljt & Associates, Inc. Profit Sharing Plan's out-of-state ESOP peers by assets and headcount
Outside Colorado, the nearest ESOP by assets is New-Tech Packaging Employee Stock Ownership Plan in TN ($289K); by covered participants it is Malco Products Sbc Employee Stock Ownership Plan in MN (212 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($289K here).
Similar participant headcount
Nearest other-state filings by covered participants (212 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.