ESOP · DOL Form 5500 · 2022
E. F. Lombardi Company ESOP
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 21
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $105,573
- Avg per participant Below avg balance/head
Official DOL plan name: E. F. Lombardi Company Employee Stock Ownership Plan · Sponsored by E. F. Lombardi Company · North Carolina · Wholesale Trade
$2M in assets, 21 participants
E. F. Lombardi Company's E. F. Lombardi Company Employee Stock Ownership Plan reported $2M in total assets and 21 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.
- #1,571 in Wholesale Trade (6,843 peers)
E. F. Lombardi Company multi-year trail
E. F. Lombardi Company's plans moved +11.2% in assets from 2022 to 2024; this filing shows E. F. Lombardi Company Employee Stock Ownership Plan at $2M / 21 participants.
- #1,571
- in Wholesale Trade (6,843 peers)
- -4.0%
- assets change YoY
The plan reported a net loss of $94K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
E. F. Lombardi Company Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers
E. F. Lombardi Company Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,217,038 35th percentile higher than 35% 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
E. F. Lombardi Company 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. E. F. Lombardi Company Employee Stock Ownership Plan is a small filing (21 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 560681082 · E. F. Lombardi Company PY 2022 · ESOP
E. F. Lombardi Company Employee Stock Ownership Plan · $2M · 21 · 35th
- EIN $2M
- RANK 21
- PHOTO 35th
- IND ESOP
- EOY near Adleta Corporation Employee Stock Ownership Plan
- 5500 ind #1571
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 North Carolina →
E. F. Lombardi Company Employee Stock Ownership Plan in the asset neighbourhood
E. F. Lombardi Company multi-year asset trail
Sponsor-wide plan assets over time
All E. F. Lombardi Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 11.23332121506262% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 21 | $2M |
| 2023 | 1 | 21 | $2M |
| 2024 | 1 | 23 | $2M |
E. F. Lombardi Company filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$94K |
| Employer EIN | 560681082 |
| Plan Effective Date | 1988-12-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in North Carolina
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Old Dominion 401(k) Retirement Plan $1.8B · 24,080
- Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust $184M · 1,322
- State Utility Contractors, Inc. Employee Stock Ownership Plan $82M · 147
- Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan $78M · 250
- Mckim & Creed, Inc. Employee Stock Ownership Plan $72M · 790
E. F. Lombardi Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside North Carolina, the nearest ESOP by assets is Adleta Corporation Employee Stock Ownership Plan in TX ($2M); by covered participants it is Eagle Metal Employee Stock Ownership Plan in FL (21 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (21 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.