ESOP · DOL Form 5500 · 2022

The Levy Company, Inc. ESOP

Data updated 2026-08-11

$13M
Total assets
140
Participants
70th
Percentile by assets
$91,233
Avg per participant
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Official DOL plan name: The Levy Company, Inc. Employee Stock Ownership Plan · Sponsored by The Levy Company, Inc. · Texas · Construction

$13M in assets, 140 participants

The Levy Company, Inc.'s The Levy Company, Inc. Employee Stock Ownership Plan reported $13M in total assets and 140 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • 70th percentile by assets (of 139,126 plans)
  • #6,881 in Construction (9,927 peers)

Coverage in Texas

The Levy Company, Inc. Employee Stock Ownership Plan covers 140 participants in Texas, about 20% of the average Texas filer (state average ~688 per filing). Assets: $13M.

$13M
total plan assets (2022 EOY)
140
covered participants
70th
percentile by assets (of 139,126 plans)
$91,233
avg assets per participant

Where The Levy Company, Inc. Employee Stock Ownership Plan sits by total assets

The Levy Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$12,772,600 Top 30% higher than 70% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Industry

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. The Levy Company, Inc. Employee Stock Ownership Plan reports 140 participants - about 20% of that state average ($13M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$2M
Net Income$3M
Employer EIN742942371
Plan Effective Date2016-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Levy Company, Inc.)

$0M$5M$10M$15M$20M$25M 202220232024 $18M $4.75M ▼ -73.5%
Total plan assets by year, all The Levy Company, Inc. plans on file
Year Plans Participants Total Assets
2022 2 287 $18M
2023 2 292 $21M
2024 1 165 $5M

Nearby ESOP Plans in Texas

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

The Levy Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants

The Levy Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50510152025 Total assets ($B) Participants The Levy Company, In…Sammons Enterprises,…Highland Homes Emplo…Cactus Feeders, Inc.…Austin Industries Em…Lja Engineering ESOP
The Levy Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to The Levy Company, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did The Levy Company, Inc. Employee Stock Ownership Plan assets move in 2022?
The Levy Company, Inc. Employee Stock Ownership Plan grew sharply - up 26.5% during 2022, from $10M to $13M. Reported net income was $3M.
How have The Levy Company, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), The Levy Company, Inc.'s sponsor-wide assets declined 73.5%, from $18M to $5M.
Which ESOP plans are similar in size to The Levy Company, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Minnesota Ag Group, Inc. Employee Stock Ownership Plan in MN ($13M, 85 participants).

Next read for The Levy Company, Inc. Employee Stock Ow…

Filing takeaways

Ways to act on The Levy Company, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, The Levy Company, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Texas. Compare plans
  • The Levy Company, Inc.'s sponsor-wide assets have declined 73.5% since 2022 across 3 plan years on file. More Construction plans