ESOP · DOL Form 5500 · 2022
The Levy Company, Inc. ESOP
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 140
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $91,233
- Avg per participant Below avg balance/head
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.
- #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.
- #6,881
- in Construction (9,927 peers)
- +26.5%
- assets growth YoY
The Levy Company, Inc. Employee Stock Ownership Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Levy Company, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Levy Company, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (140 participants).
DOL schedule card
Filing strip 742942371 · The Levy Company, Inc. PY 2022 · ESOP
The Levy Company, Inc. Employee Stock Ownership Plan · $13M · 140 · 70th
- IND $13M
- IND 140
- IND 70th
- IND ESOP
- IND near Minnesota Ag Group, Inc. Employee Stock Ownership Plan
- IND ind #6881
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 Texas →
The Levy Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $3M |
| Employer EIN | 742942371 |
| Plan Effective Date | 2016-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Levy Company, Inc.)
Sponsor-wide plan assets over time
All The Levy Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 73.53490827179382% vs 2022
- 2024 filing year
| 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.
- Sammons Enterprises, Inc. Employee Stock Ownership Plan $20.6B · 2,620
- Highland Homes Employee Stock Ownership Plan $520M · 690
- Cactus Feeders, Inc. Employee Stock Ownership Plan $495M · 818
- Austin Industries Employee Stock Ownership Plan $422M · 5,325
- Lja Engineering ESOP $353M · 1,298
The Levy Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Texas, the nearest ESOP by assets is Minnesota Ag Group, Inc. Employee Stock Ownership Plan in MN ($13M); by covered participants it is Ruscilli Construction Co., Inc. Employee Stock Ownership Plan in OH (140 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (140 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.