ESOP · DOL Form 5500 · 2022

Lea Elliott, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
116
Participants Small participant base
66th
Percentile by assets National rank
$92,884
Avg per participant Below avg balance/head
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Official DOL plan name: Lea Elliott, Inc. Employee Stock Ownership Plan · Sponsored by Lea Elliott, Inc. · Virginia · Professional & Technical Services

$11M in assets, 116 participants

Lea Elliott, Inc.'s Lea Elliott, Inc. Employee Stock Ownership Plan reported $11M in total assets and 116 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.

  • #14,119 in Professional & Technical Services (21,562 peers)

Coverage in Virginia

Lea Elliott, Inc. Employee Stock Ownership Plan covers 116 participants in Virginia, about 15% of the average Virginia filer (state average ~782 per filing). Assets: $11M.

#14,119
in Professional & Technical Services (21,562 peers)
-6.3%
assets change YoY

The plan reported a net loss of $826K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lea Elliott, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Lea Elliott, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$10,774,501 Top 34% higher than 66% 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

Lea Elliott, Inc. 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. Lea Elliott, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (116 participants).

Form 5500 schedule snapshot

Filing strip 752295172 · Lea Elliott, Inc. PY 2022 · ESOP

Lea Elliott, Inc. Employee Stock Ownership Plan · $11M · 116 · 66th

  • NET $11M
  • NET 116
  • NET 66th
  • NET ESOP
  • NET near Level 10 Employee Stock Ownership Plan
  • NET ind #14119

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 Virginia →

Lea Elliott, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Corpus Christi Electric Co., Inc. Employee Stock Ownership PlanCorpus Christi Electric Co.,…$11MRecon Management Services, Inc. Employee Stock Ownership PlanRecon Management Services, I…$11MLea Elliott, Inc. Employee Stock Ownership PlanLea Elliott, Inc. Employee S…$11MLevel 10 Employee Stock Ownership PlanLevel 10 Employee Stock Owne…$11MFirst Northwest Bancorp Employee Stock Ownership PlanFirst Northwest Bancorp Empl…$11M
End-of-year total assets ($M) among Lea Elliott, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$826K
Employer EIN752295172
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lea Elliott, Inc.)

Sponsor-wide plan assets over time

All Lea Elliott, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$104M 38.101689567619914% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $75.3M $104M ▲ +38.1%
Year Plans Participants Total Assets
2022 2 234 $75M
2023 2 222 $91M
2024 2 221 $104M

Nearby ESOP Plans in Virginia

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

Lea Elliott, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Lea Elliott, Inc. Employee Stock Ownership Plan, Total assets ($M): 10.774501 · Participants: 116Lea Elliott, Inc. Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($M): 862.945849 · Participants: 6910Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 301.066368 · Participants: 1695The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($M): 291.782297 · Participants: 1828American Systems Corporation Employee Stock Ownership PlanNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($M): 287.62409 · Participants: 424New River Electrical Corporation Employee Stock Ownership PlanDavis H. Elliot Company, Incorporated Employee Stock Ownership Plan, Total assets ($M): 237.22873 · Participants: 1882Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan
Lea Elliott, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Lea Elliott, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Lea Elliott, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Level 10 Employee Stock Ownership Plan in IL ($11M); by covered participants it is Abco Automation, Inc. Employee Stock Ownership Plan in NC (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 did Lea Elliott, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Lea Elliott, Inc. Employee Stock Ownership Plan pulled back noticeably - down 6.3% during 2022, from $12M to $11M. Reported net income was -$826K.
How have Lea Elliott, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lea Elliott, Inc.'s sponsor-wide assets grew 38.1%, from $75M to $104M.
Which ESOP plans are similar in size to Lea Elliott, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Level 10 Employee Stock Ownership Plan in IL ($11M, 103 participants).
Which ESOP plans cover a similar participant headcount to Lea Elliott, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Abco Automation, Inc. Employee Stock Ownership Plan in NC (116 participants, $8M 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 752295172.

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.