ESOP · DOL Form 5500 · 2022

Lm Acquisition, Inc. ESOP

Data updated 2026-08-25

$440K
Total assets Small plan by assets
110
Participants Small participant base
17th
Percentile by assets National rank
$4,000
Avg per participant Low balance/head
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Official DOL plan name: Neighborhood Fresh Employee Stock Ownership Plan · Sponsored by Lm Acquisition, Inc. · Ohio · Retail Trade

$440K in assets, 110 participants

Lm Acquisition, Inc.'s Neighborhood Fresh Employee Stock Ownership Plan reported $440K in total assets and 110 participants in its 2022 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,480 in Retail Trade (9,519 peers)

Coverage in Ohio

Neighborhood Fresh Employee Stock Ownership Plan covers 110 participants in Ohio, about 14% of the average Ohio filer (state average ~765 per filing). Assets: $440K.

#2,480
in Retail Trade (9,519 peers)
-$6M
reported net income

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Neighborhood Fresh Employee Stock Ownership Plan among the smaller filed plans by assets

Neighborhood Fresh Employee Stock Ownership Plan vs every filed plan by assets

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

$440,000 17th percentile higher than 17% 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

Neighborhood Fresh Employee Stock Ownership 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. Neighborhood Fresh Employee Stock Ownership Plan sits mid-pack in the medium band (110 participants).

DOL schedule card

Filing strip 202858228 · Lm Acquisition, Inc. PY 2022 · ESOP

Neighborhood Fresh Employee Stock Ownership Plan · $440K · 110 · 17th

  • TYPE $440K
  • TYPE 110
  • TYPE 17th
  • TYPE ESOP
  • TYPE near Best Friends Pet Care Holdings, Inc. Employee Stock Ownership Plan
  • TYPE ind #2480

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 Ohio →

Neighborhood Fresh Employee Stock Ownership Plan in the asset neighbourhood

Neighborhood Fresh Employee Stock Ownership PlanNeighborhood Fresh Employee …$440KBest Friends Pet Care Holdings, Inc. Employee Stock Ownership PlanBest Friends Pet Care Holdin…$440KCertified Roofing Systems & Contracting Corporation Employee Stock Ownership PlanCertified Roofing Systems & …$440KForcon Holding Company Employee Stock Ownership PlanForcon Holding Company Emplo…$440KNahs Employee Stock Ownership PlanNahs Employee Stock Ownershi…$440K
End-of-year total assets ($M) among Neighborhood Fresh Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$6M
Net Income-$6M
Employer EIN202858228
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lm Acquisition, Inc.)

Sponsor-wide plan assets over time

All Lm Acquisition, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$760K 66.8892060554414% vs 2022
2024 filing year
$0M$1M$2M$3M 202220232024 $2.3M $0.76M ▼ -67.0%
Year Plans Participants Total Assets
2022 2 208 $2M
2023 1 111 $380K
2024 1 109 $760K

Nearby ESOP Plans in Ohio

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

Neighborhood Fresh Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Neighborhood Fresh Employee Stock Ownership Plan, Total assets ($B): 0.00044 · Participants: 110Neighborhood Fresh Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.972067387 · Participants: 30782Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.386806135 · Participants: 1000The Garland Industries, Inc. Employee Stock Ownership Plan & TrustAdvanced Drainage Systems, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.559381199 · Participants: 3337Advanced Drainage Systems, Inc. Employee Stock Ownership PlanMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.556639229 · Participants: 808Messer Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.444757925 · Participants: 407Cleveland Steel Container Corporation Employee Stock Ownership Plan
Neighborhood Fresh Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Neighborhood Fresh Employee Stock Ownership Plan side-by-side with 3 peers →

Neighborhood Fresh Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Best Friends Pet Care Holdings, Inc. Employee Stock Ownership Plan in CT ($440K); by covered participants it is Breakside Brewery, Inc. Employee Stock Ownership Plan in OR (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 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 have Lm Acquisition, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lm Acquisition, Inc.'s sponsor-wide assets declined 66.9%, from $2M to $760K.
Where does Neighborhood Fresh Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Neighborhood Fresh Employee Stock Ownership Plan ranks in the 17th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Neighborhood Fresh Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Best Friends Pet Care Holdings, Inc. Employee Stock Ownership Plan in CT ($440K, 151 participants).
Which ESOP plans cover a similar participant headcount to Neighborhood Fresh Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Breakside Brewery, Inc. Employee Stock Ownership Plan in OR (110 participants, $3M 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 202858228.

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.