ESOP · DOL Form 5500 · 2023
Chas. Lunsford Sons & Associates ESOP
Data updated 2026-08-25
- $57K
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 4th
- Percentile by assets National rank
- $4,398
- Avg per participant Low balance/head
Official DOL plan name: Employees' Stock Ownership Plan of Chas. Lunsford Sons & Associates · Sponsored by Chas. Lunsford Sons & Associates · Virginia · Finance & Insurance
$57K in assets, 13 participants
Chas. Lunsford Sons & Associates's Employees' Stock Ownership Plan of Chas. Lunsford Sons & Associates reported $57K in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 4th 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.
- #231 in Finance & Insurance (8,869 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 $57K / 13 participants.
- #231
- in Finance & Insurance (8,869 peers)
- +0.0%
- 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 2023 · DOL Form 5500
$57,174 4th percentile higher than 4% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Employees' Stock Ownership Plan of Chas. Lunsford Sons & Associates among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employees' Stock Ownership Plan of Chas. Lunsford Sons & Associates is a small filing (13 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Employees' Stock Ownership Plan of Chas. Lunsford Sons & Associates end-of-year assets fell from $232K in the plan year 2022 filing to $57K in the plan year 2023 filing.
- Employees' Stock Ownership Plan of Chas. Lunsford Sons & Associates reported participants rose from N/A in the plan year 2022 filing to 13 in the plan year 2023 filing.
DOL schedule card
Filing strip 541757617 · Chas. Lunsford Sons & Associates PY 2023 · ESOP
Employees' Stock Ownership Plan of Chas. Lunsford Sons & Associates · $57K · 13 · 4th
- PART $57K
- TYPE 13
- NET 4th
- BOOK ESOP
- VS-ST near Fabricated Metals, Inc. Employee Stock Ownership Plan
- BOY ind #231
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 (2023)
| Total Assets (Beginning of Year) | $57K |
|---|---|
| Net Assets (End of Year) | $57K |
| 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 $1.2B · 6,866
- The Resorts Companies, Inc. Employee Stock Ownership Plan $352M · 1,751
- American Systems Corporation Employee Stock Ownership Plan $331M · 1,782
- Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust $322M · 1,652
- New River Electrical Corporation Employee Stock Ownership Plan $321M · 444
Employees' Stock Ownership Plan of Chas. Lunsford Sons & Associates's out-of-state ESOP peers by assets and headcount
Outside Virginia, the nearest ESOP by assets is Fabricated Metals, Inc. Employee Stock Ownership Plan in TX ($57K); by covered participants it is Lipman Hearne, Inc. Employee Stock Ownership Plan in IL (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($57K here).
Similar participant headcount
Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.