ESOP · DOL Form 5500 · 2022

Lsa Associates, Inc. ESOP

Data updated 2026-08-25

$20M
Total assets Small plan by assets
176
Participants Small participant base
78th
Percentile by assets National rank
$115,452
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lsa Associates, Inc. Employee Stock Ownership Plan · Sponsored by Lsa Associates, Inc. · California · Professional & Technical Services

$20M in assets, 176 participants

Lsa Associates, Inc.'s Lsa Associates, Inc. Employee Stock Ownership Plan reported $20M in total assets and 176 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #16,761 in Professional & Technical Services (21,562 peers)

Coverage in California

Lsa Associates, Inc. Employee Stock Ownership Plan covers 176 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $20M.

#16,761
in Professional & Technical Services (21,562 peers)
-3.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $383K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lsa Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets

Lsa Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$20,319,568 Top 22% higher than 78% 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

Lsa Associates, 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. Lsa Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (176 participants).

Plan-year Form 5500 strip

Filing strip 942341614 · Lsa Associates, Inc. PY 2022 · ESOP

Lsa Associates, Inc. Employee Stock Ownership Plan · $20M · 176 · 78th

  • PCT $20M
  • PCT 176
  • PCT 78th
  • PCT ESOP
  • PCT near T.W. Frierson Contractor, Inc. Employee Stock Ownership Plan
  • PCT ind #16761

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 California →

Lsa Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Commercial Sheetmetal Co., Inc. Employee Stock Ownership PlanCommercial Sheetmetal Co., I…$20MMidwest Mole, Inc. Employee Stock Ownership Plan and Trust AgreementMidwest Mole, Inc. Employee …$20MLsa Associates, Inc. Employee Stock Ownership PlanLsa Associates, Inc. Employe…$20MT.W. Frierson Contractor, Inc. Employee Stock Ownership PlanT.W. Frierson Contractor, In…$20MSalem Fabrication Technologies Group, Inc. Employee Stock Ownership PlanSalem Fabrication Technologi…$20M
End-of-year total assets ($M) among Lsa Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$20M
Net Income-$383K
Employer EIN942341614
Plan Effective Date1984-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lsa Associates, Inc.)

Sponsor-wide plan assets over time

All Lsa Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$100M 13.532068041323097% vs 2022
2024 filing year
$85M$90M$95M$100M$105M 202220232024 $88.2M $100M ▲ +13.5%
Year Plans Participants Total Assets
2022 2 352 $88M
2023 2 321 $97M
2024 2 315 $100M

Nearby ESOP Plans in California

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

Lsa Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Lsa Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.020319568 · Participants: 176Lsa Associates, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Lsa Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Lsa Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is T.W. Frierson Contractor, Inc. Employee Stock Ownership Plan in TN ($20M); by covered participants it is The Bank of Greene County Employee Stock Ownership Plan in NY (176 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (176 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 Lsa Associates, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Lsa Associates, Inc. Employee Stock Ownership Plan edged down modestly - down 3.9% during 2022, from $21M to $20M. Reported net income was -$383K.
How have Lsa Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lsa Associates, Inc.'s sponsor-wide assets grew 13.5%, from $88M to $100M.
Where does Lsa Associates, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Lsa Associates, Inc. Employee Stock Ownership Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Lsa Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is T.W. Frierson Contractor, Inc. Employee Stock Ownership Plan in TN ($20M, 134 participants).
Which ESOP plans cover a similar participant headcount to Lsa Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Bank of Greene County Employee Stock Ownership Plan in NY (176 participants, $14M 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 942341614.

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.