ESOP · DOL Form 5500 · 2022
Lake Shore Bancorp Inc. ESOP
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 88
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $28,098
- Avg per participant Low balance/head
Official DOL plan name: Employee Stock Ownership Plan of Lakeshore Bancorp, Inc. · Sponsored by Lake Shore Bancorp Inc. · New York · Finance & Insurance
$2M in assets, 88 participants
Lake Shore Bancorp Inc.'s Employee Stock Ownership Plan of Lakeshore Bancorp, Inc. reported $2M in total assets and 88 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.
- #2,321 in Finance & Insurance (9,261 peers)
2022 asset change
Employee Stock Ownership Plan of Lakeshore Bancorp, Inc. declined sharply 19.8% in 2022 ($3M → $2M) for 88 participants.
- #2,321
- in Finance & Insurance (9,261 peers)
- -19.8%
- assets change YoY
The plan reported a net loss of $551K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Employee Stock Ownership Plan of Lakeshore Bancorp, Inc.'s mid-pack asset rank among Finance & Insurance and all filers
Employee Stock Ownership Plan of Lakeshore Bancorp, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,472,644 37th percentile higher than 37% 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
Employee Stock Ownership Plan of Lakeshore Bancorp, Inc. among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Stock Ownership Plan of Lakeshore Bancorp, Inc. is a small filing (88 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 204729288 · Lake Shore Bancorp Inc. PY 2022 · ESOP
Employee Stock Ownership Plan of Lakeshore Bancorp, Inc. · $2M · 88 · 37th
- 5500 $2M
- ASSETS 88
- PCT 37th
- EIN ESOP
- RANK near Efs Wealth Management Employee Stock Ownership Plan
- PHOTO ind #2321
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 →
Employee Stock Ownership Plan of Lakeshore Bancorp, Inc. in the asset neighbourhood
Lake Shore Bancorp Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Lake Shore Bancorp Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 2.2662785261444833% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 88 | $2M |
| 2023 | 1 | 75 | $2M |
| 2024 | 1 | 87 | $2M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$551K |
| Employer EIN | 204729288 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in New York
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Stewart's Shops Corp Employee Stock Ownership Plan $782M · 3,443
- Lewis Tree Service Employee Stock Ownership Plan $384M · 3,307
- H.C. Wainwright & Co. Employee Stock Ownership Plan $293M · 118
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $207M · 1,611
- Griffon Corporation Employee Stock Ownership Plan $184M · 3,775
Employee Stock Ownership Plan of Lakeshore Bancorp, Inc.'s out-of-state ESOP peers by assets and headcount
Outside New York, the nearest ESOP by assets is Efs Wealth Management Employee Stock Ownership Plan in IA ($2M); by covered participants it is Waste Gas Fabricating Co., Inc. Employee Stock Ownership Plan in PA (88 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (88 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.