ESOP · DOL Form 5500 · 2023

Lullabot, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
42
Participants Small participant base
33rd
Percentile by assets National rank
$58,810
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lullabot, Inc. Employee Stock Ownership Plan · Sponsored by Lullabot, Inc. · Rhode Island · Professional & Technical Services

$2M in assets, 42 participants

Lullabot, Inc.'s Lullabot, Inc. Employee Stock Ownership Plan reported $2M in total assets and 42 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,993 in Professional & Technical Services (20,321 peers)

Lullabot, Inc. multi-year trail

Lullabot, Inc.'s plans moved -40.4% in assets from 2022 to 2024; this filing shows Lullabot, Inc. Employee Stock Ownership Plan at $2M / 42 participants.

#5,993
in Professional & Technical Services (20,321 peers)
-32.5%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lullabot, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,470,000 33rd percentile higher than 33% of 127,068 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 2023

Lullabot, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lullabot, Inc. Employee Stock Ownership Plan is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lullabot, Inc. Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Lullabot, Inc. Employee Stock Ownership Plan end-of-year assets fell from $4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Lullabot, Inc. Employee Stock Ownership Plan reported participants rose from 34 in the plan year 2022 filing to 42 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 208106905 · Lullabot, Inc. PY 2023 · ESOP

Lullabot, Inc. Employee Stock Ownership Plan · $2M · 42 · 33rd

  • PHOTO $2M
  • IND 42
  • EOY 33rd
  • 5500 ESOP
  • ASSETS near R.W. Jenkins Automotive, Inc. Employee Stock Ownership Plan
  • PCT ind #5993

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 Rhode Island →

Lullabot, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Lullabot, Inc. Employee Stock Ownership PlanLullabot, Inc. Employee Stoc…$2MR.W. Jenkins Automotive, Inc. Employee Stock Ownership PlanR.W. Jenkins Automotive, Inc…$2MThomas Gray & Associates Employee Stock Ownership PlanThomas Gray & Associates Emp…$2MReproductions, Inc. Employee Stock Ownership PlanReproductions, Inc. Employee…$2MNew England Woodcraft, Inc. ESOPNew England Woodcraft, Inc. …$2M
End-of-year total assets ($M) among Lullabot, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Lullabot, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lullabot, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 40.43715846994536% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $3.66M $2.18M ▼ -40.4%
Year Plans Participants Total Assets
2022 1 34 $4M
2023 1 42 $2M
2024 1 43 $2M

Lullabot, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$2M
Net Income-$1M
Employer EIN208106905
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Rhode Island

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

Lullabot, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants Lullabot, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00247 · Participants: 42Lullabot, Inc. Employee Stock Ownership PlanThe Bank of America Transferred Savings Account Plan, Total assets ($B): 1.070736111 · Participants: 4647The Bank of America Transferred Savings Account PlanCentury Drywall, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.075040019 · Participants: 43Century Drywall, Inc. Employee Stock Ownership PlanThielsch Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.065480622 · Participants: 477Thielsch Engineering, Inc. Employee Stock Ownership PlanNewport Harbor Corporation Employee Stock Ownership Plan, Total assets ($B): 0.063597754 · Participants: 1078Newport Harbor Corporation Employee Stock Ownership PlanBeta Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.023328265 · Participants: 162Beta Group, Inc. Employee Stock Ownership Plan
Lullabot, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Rhode Island, assets vs. participants
Compare Lullabot, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Rhode Island, the nearest ESOP by assets is R.W. Jenkins Automotive, Inc. Employee Stock Ownership Plan in IN ($2M); by covered participants it is E.V.S. Ltd. Employee Stock Ownership Plan in IN (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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.

Frequently Asked Questions

How did Lullabot, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Lullabot, Inc. Employee Stock Ownership Plan contracted severely - down 32.5% during 2023, from $4M to $2M. Reported net income was -$1M.
How have Lullabot, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lullabot, Inc.'s sponsor-wide assets declined 40.4%, from $4M to $2M.
Which ESOP plans are similar in size to Lullabot, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is R.W. Jenkins Automotive, Inc. Employee Stock Ownership Plan in IN ($2M, N/A participants).
Which ESOP plans cover a similar participant headcount to Lullabot, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is E.V.S. Ltd. Employee Stock Ownership Plan in IN (42 participants, $22M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 208106905.

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.