ESOP · DOL Form 5500 · 2022
Chas. Lunsford Sons & Associates ESOP
Data updated 2026-08-25
- $232K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 12th
- Percentile by assets National rank
Official DOL plan name: Employees' Stock Ownership Plan of Chas. Lunsford Sons & Associates · Sponsored by Chas. Lunsford Sons & Associates · Virginia · Finance & Insurance
$232K in assets, N/A participants
Chas. Lunsford Sons & Associates's Employees' Stock Ownership Plan of Chas. Lunsford Sons & Associates reported $232K in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 12th 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.
- #672 in Finance & Insurance (9,261 peers)
Chas. Lunsford Sons & Associates multi-year trail
Chas. Lunsford Sons & Associates's plans moved -97.6% in assets from 2022 to 2024; this filing shows Employees' Stock Ownership Plan of Chas. Lunsford Sons & Associates at $232K / N/A participants.
- #672
- in Finance & Insurance (9,261 peers)
- +306.2%
- assets growth YoY
Employees' Stock Ownership Plan of Chas. Lunsford Sons & Associates among the smaller filed plans by assets
Employees' Stock Ownership Plan of Chas. Lunsford Sons & Associates vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$232,269 12th percentile higher than 12% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
DOL schedule card
Filing strip 541757617 · Chas. Lunsford Sons & Associates PY 2022 · ESOP
Employees' Stock Ownership Plan of Chas. Lunsford Sons & Associates · $232K · N/A · 12th
- PCT $232K
- PCT N/A
- PCT 12th
- PCT ESOP
- PCT near J. D. Hendley & Associates, Inc. E.S.O.P.
- PCT ind #672
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 →
Employees' Stock Ownership Plan of Chas. Lunsford Sons & Associates in the asset neighbourhood
Chas. Lunsford Sons & Associates multi-year asset trail
Sponsor-wide plan assets over time
All Chas. Lunsford Sons & Associates plans reported in each filing year
- Latest sponsor-wide plan assets
- $6K 97.57953063043281% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $232K |
| 2023 | 2 | 13 | $63K |
| 2024 | 1 | N/A | $6K |
Chas. Lunsford Sons & Associates filing trail (2022)
| Total Assets (Beginning of Year) | $57K |
|---|---|
| Net Assets (End of Year) | $232K |
| Net Income | $175K |
| Employer EIN | 541757617 |
| Plan Effective Date | 1995-07-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Virginia
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Nvr, Inc. Employee Stock Ownership Plan $863M · 6,910
- The Resorts Companies, Inc. Employee Stock Ownership Plan $301M · 1,695
- American Systems Corporation Employee Stock Ownership Plan $292M · 1,828
- New River Electrical Corporation Employee Stock Ownership Plan $288M · 424
- Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan $237M · 1,882
Employees' Stock Ownership Plan of Chas. Lunsford Sons & Associates's closest out-of-state ESOP peers by assets
Outside Virginia, the nearest ESOP by end-of-year assets is J. D. Hendley & Associates, Inc. E.S.O.P. in GA at $232K (this filing: $232K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($232K here).
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.