ESOP · DOL Form 5500 · 2022

Liphart Steel Company, Inc. ESOP

Data updated 2026-08-25

$18M
Total assets Small plan by assets
71
Participants Small participant base
76th
Percentile by assets National rank
$251,557
Avg per participant Above avg balance/head
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Official DOL plan name: Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Liphart Steel Company, Inc. · Virginia · Manufacturing

$18M in assets, 71 participants

Liphart Steel Company, Inc.'s Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust reported $18M in total assets and 71 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #13,570 in Manufacturing (20,602 peers)

Where Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust sits by assets

Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $18M for 71 participants (~$251,557/participant), up 11.5% in 2022.

#13,570
in Manufacturing (20,602 peers)
+11.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$17,860,513 Top 24% higher than 76% 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

Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust is a small filing (71 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 540851189 · Liphart Steel Company, Inc. PY 2022 · ESOP

Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust · $18M · 71 · 76th

  • PHOTO $18M
  • IND 71
  • EOY 76th
  • 5500 ESOP
  • ASSETS near Tyler Rental, Inc. Employee Stock Ownership Plan and Trust
  • PCT ind #13570

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 →

Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Thermoanalytics, Inc. Employee Stock Ownership PlanThermoanalytics, Inc. Employ…$18MLiphart Steel Company, Inc. Employee Stock Ownership Plan and TrustLiphart Steel Company, Inc. …$18MTyler Rental, Inc. Employee Stock Ownership Plan and TrustTyler Rental, Inc. Employee …$18MCogent, Inc. Employee Stock Ownership PlanCogent, Inc. Employee Stock …$18MWest-Camp Press, Inc. Employee Stock Ownership PlanWest-Camp Press, Inc. Employ…$18M
End-of-year total assets ($M) among Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN540851189
Plan Effective Date1975-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Liphart Steel Company, Inc.)

Sponsor-wide plan assets over time

All Liphart Steel Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 14.489119097530962% vs 2022
2024 filing year
$17M$18M$19M$20M$21M 202220232024 $17.9M $20.5M ▲ +14.5%
Year Plans Participants Total Assets
2022 1 71 $18M
2023 1 73 $19M
2024 1 80 $20M

Nearby ESOP Plans in Virginia

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

Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 17.860513 · Participants: 71Liphart Steel Company, Inc. Employee Stock Ownership Plan and TrustNvr, 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
Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Tyler Rental, Inc. Employee Stock Ownership Plan and Trust in AK ($18M); by covered participants it is Thumb Bank & Trust Employee Stock Ownership Plan in MI (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 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 Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip - up 11.5% during 2022, from $16M to $18M. Reported net income was $2M.
How have Liphart Steel Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Liphart Steel Company, Inc.'s sponsor-wide assets grew 14.5%, from $18M to $20M.
Where does Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust ranks in the 76th 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 Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Tyler Rental, Inc. Employee Stock Ownership Plan and Trust in AK ($18M, N/A participants).
Which ESOP plans cover a similar participant headcount to Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Thumb Bank & Trust Employee Stock Ownership Plan in MI (71 participants, $11M 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 540851189.

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.