ESOP · DOL Form 5500 · 2022

L.a. Fuess Partners Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
87
Participants Small participant base
56th
Percentile by assets National rank
$73,707
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: L.a. Fuess Partners Inc. Employee Stock Ownership Plan · Sponsored by L.a. Fuess Partners Inc. · Texas · Professional & Technical Services

$6M in assets, 87 participants

L.a. Fuess Partners Inc.'s L.a. Fuess Partners Inc. Employee Stock Ownership Plan reported $6M in total assets and 87 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #11,604 in Professional & Technical Services (21,562 peers)

L.a. Fuess Partners Inc. multi-year trail

L.a. Fuess Partners Inc.'s plans moved +560.2% in assets from 2022 to 2024; this filing shows L.a. Fuess Partners Inc. Employee Stock Ownership Plan at $6M / 87 participants.

#11,604
in Professional & Technical Services (21,562 peers)
+58.9%
assets growth YoY

L.a. Fuess Partners Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

L.a. Fuess Partners Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$6,412,547 Top 44% higher than 56% 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

L.a. Fuess Partners Inc. 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. L.a. Fuess Partners Inc. Employee Stock Ownership Plan is a small filing (87 participants) on this national headcount ladder.

DOL schedule card

Filing strip 751676101 · L.a. Fuess Partners Inc. PY 2022 · ESOP

L.a. Fuess Partners Inc. Employee Stock Ownership Plan · $6M · 87 · 56th

  • PART $6M
  • TYPE 87
  • NET 56th
  • BOOK ESOP
  • VS-ST near Fbmc Benefits Management Employee Stock Ownership Plan
  • BOY ind #11604

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 Texas →

L.a. Fuess Partners Inc. Employee Stock Ownership Plan in the asset neighbourhood

Msa Consulting, Inc. Employee Stock Ownership PlanMsa Consulting, Inc. Employe…$6MWorcester Manufacturing, Inc. ESOPWorcester Manufacturing, Inc…$6M8z Employee Stock Ownership Plan8z Employee Stock Ownership …$6ML.a. Fuess Partners Inc. Employee Stock Ownership PlanL.a. Fuess Partners Inc. Emp…$6MFbmc Benefits Management Employee Stock Ownership PlanFbmc Benefits Management Emp…$6M
End-of-year total assets ($M) among L.a. Fuess Partners Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

L.a. Fuess Partners Inc. multi-year asset trail

Sponsor-wide plan assets over time

All L.a. Fuess Partners Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 560.227176502566% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $6.41M $42.3M ▲ +560.5%
Year Plans Participants Total Assets
2022 1 87 $6M
2023 1 97 $9M
2024 2 215 $42M

L.a. Fuess Partners Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$3M
Employer EIN751676101
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

L.a. Fuess Partners Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50510152025 Total assets ($B) Participants L.a. Fuess Partners Inc. Employee Stock Ownership Plan, Total assets ($B): 0.006412547 · Participants: 87L.a. Fuess Partners Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 20.550345006 · Participants: 2620Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.519630506 · Participants: 690Highland Homes Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.495132236 · Participants: 818Cactus Feeders, Inc. Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.421653441 · Participants: 5325Austin Industries Employee Stock Ownership PlanLja Engineering ESOP, Total assets ($B): 0.352817177 · Participants: 1298Lja Engineering ESOP
L.a. Fuess Partners Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare L.a. Fuess Partners Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

L.a. Fuess Partners Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Fbmc Benefits Management Employee Stock Ownership Plan in FL ($6M); by covered participants it is Cross Keys Bank Employee Stock Ownership Plan in LA (87 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (87 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 L.a. Fuess Partners Inc. Employee Stock Ownership Plan assets move in 2022? ▼
L.a. Fuess Partners Inc. Employee Stock Ownership Plan surged - up 58.9% during 2022, from $4M to $6M. Reported net income was $3M.
How have L.a. Fuess Partners Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), L.a. Fuess Partners Inc.'s sponsor-wide assets grew 560.2%, from $6M to $42M.
Which ESOP plans are similar in size to L.a. Fuess Partners Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Fbmc Benefits Management Employee Stock Ownership Plan in FL ($6M, 102 participants).
Which ESOP plans cover a similar participant headcount to L.a. Fuess Partners Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cross Keys Bank Employee Stock Ownership Plan in LA (87 participants, $2M 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 751676101.

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.