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
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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
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 EIN | 742942371 |
| Plan Effective Date | 2016-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Levy Company, Inc.)
| 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
- 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
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
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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