ESOP · DOL Form 5500 · 2022

Lgc Associates, LLC ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
1,008
Participants Near avg headcount
70th
Percentile by assets National rank
$13,041
Avg per participant Low balance/head
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Official DOL plan name: Lgc Associates Employee Stock Ownership Plan · Sponsored by Lgc Associates, LLC · Indiana · Administrative & Support Services

$13M in assets, 1,008 participants

Lgc Associates, LLC's Lgc Associates Employee Stock Ownership Plan reported $13M in total assets and 1,008 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,212 in Administrative & Support Services (4,927 peers)

Lgc Associates, LLC multi-year trail

Lgc Associates, LLC's plans moved -58.9% in assets from 2022 to 2024; this filing shows Lgc Associates Employee Stock Ownership Plan at $13M / 1,008 participants.

#4,212
in Administrative & Support Services (4,927 peers)
-$3M
reported net income

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lgc Associates Employee Stock Ownership Plan's outsized position by total assets

Lgc Associates Employee Stock Ownership Plan vs every filed plan by assets

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

$13,145,700 Top 30% higher than 70% 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

Lgc Associates Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lgc Associates Employee Stock Ownership Plan lands in the large band (1,008 participants).

Form 5500 schedule snapshot

Filing strip 352151117 · Lgc Associates, LLC PY 2022 · ESOP

Lgc Associates Employee Stock Ownership Plan · $13M · 1,008 · 70th

  • ASSETS $13M
  • PCT 1,008
  • EIN 70th
  • RANK ESOP
  • PHOTO near The Northridge Group, Inc. Employee Stock Ownership Plan
  • IND ind #4212

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 Indiana →

Lgc Associates Employee Stock Ownership Plan in the asset neighbourhood

Lgc Associates Employee Stock Ownership PlanLgc Associates Employee Stoc…$13MJocott Brands, Inc. Employee Stock Ownership PlanJocott Brands, Inc. Employee…$13MThe Northridge Group, Inc. Employee Stock Ownership PlanThe Northridge Group, Inc. E…$13MS.M. Wilson & Co. Employee Stock Ownership PlanS.M. Wilson & Co. Employee S…$13MMccreary Bancshares, Inc. Employee Stock Ownership PlanMccreary Bancshares, Inc. Em…$13M
End-of-year total assets ($M) among Lgc Associates Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Lgc Associates, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Lgc Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 58.93562153403774% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $13.2M $5.4M ▼ -58.9%
Year Plans Participants Total Assets
2022 1 1,008 $13M
2023 1 2,024 $9M
2024 1 1,712 $5M

Lgc Associates, LLC filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$3M
Net Income-$3M
Employer EIN352151117
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

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

Lgc Associates Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -0.500.511.52 Total assets ($B) Participants Lgc Associates Employee Stock Ownership Plan, Total assets ($B): 0.0131457 · Participants: 1008Lgc Associates Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.524085669 · Participants: 3842Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.314961737 · Participants: 467Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.309552138 · Participants: 1233Nibco Inc. Employee Stock Ownership PlanWood-Mizer Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.115298049 · Participants: 464Wood-Mizer Holdings, Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113705161 · Participants: 333Superior Industrial Solutions, Inc. Employee Stock Ownership Plan
Lgc Associates Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Lgc Associates Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest ESOP by assets is The Northridge Group, Inc. Employee Stock Ownership Plan in IL ($13M); by covered participants it is Thrifty Drug Stores Inc Employee Stock Ownership Plan in MN (1,011 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,008 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 Lgc Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lgc Associates, LLC's sponsor-wide assets declined 58.9%, from $13M to $5M.
Which ESOP plans are similar in size to Lgc Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Northridge Group, Inc. Employee Stock Ownership Plan in IL ($13M, 90 participants).
Which ESOP plans cover a similar participant headcount to Lgc Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Thrifty Drug Stores Inc Employee Stock Ownership Plan in MN (1,011 participants, $108M 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 352151117.

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.