ESOP · DOL Form 5500 · 2023

R. C. Lurie Company, Inc. ESOP

Data updated 2026-08-25

$89M
Total assets Below avg plan size
71
Participants Small participant base
90th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: R. C. Lurie Company, Inc. Employee Stock Ownership Plan · Sponsored by R. C. Lurie Company, Inc. · Arizona · Wholesale Trade

$89M in assets, 71 participants

R. C. Lurie Company, Inc.'s R. C. Lurie Company, Inc. Employee Stock Ownership Plan reported $89M in total assets and 71 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #5,815 in Wholesale Trade (6,309 peers)

Where R. C. Lurie Company, Inc. Employee Stock Ownership Plan sits by assets

R. C. Lurie Company, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $89M for 71 participants (~$1.3M/participant), up 19.1% in 2023.

#5,815
in Wholesale Trade (6,309 peers)
+19.1%
assets growth YoY
0.9×
vs typical plan assets (national mean)

R. C. Lurie Company, Inc. Employee Stock Ownership Plan's outsized position by total assets

R. C. Lurie Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$89,203,085 Top 10% higher than 90% 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

R. C. Lurie Company, 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. R. C. Lurie Company, Inc. Employee Stock Ownership Plan is a small filing (71 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • R. C. Lurie Company, Inc. Employee Stock Ownership Plan end-of-year assets rose from $75M in the plan year 2022 filing to $89M in the plan year 2023 filing.
  • R. C. Lurie Company, Inc. Employee Stock Ownership Plan reported participants rose from 65 in the plan year 2022 filing to 71 in the plan year 2023 filing.
  • R. C. Lurie Company, Inc. Employee Stock Ownership Plan reported net income fell from $16M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 860278523 · R. C. Lurie Company, Inc. PY 2023 · ESOP

R. C. Lurie Company, Inc. Employee Stock Ownership Plan · $89M · 71 · 90th

  • NET $89M
  • NET 71
  • NET 90th
  • NET ESOP
  • NET near Ermco, Inc. Employee Stock Ownership Plan
  • NET ind #5815

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 Arizona →

R. C. Lurie Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

W. Lease Lewis Company Employee Stock Ownership Plan and TrustW. Lease Lewis Company Emplo…$90MErmco, Inc. Employee Stock Ownership PlanErmco, Inc. Employee Stock O…$90MR. C. Lurie Company, Inc. Employee Stock Ownership PlanR. C. Lurie Company, Inc. Em…$89MHunt Electric Employee Stock Ownership Plan and TrustHunt Electric Employee Stock…$89MEnergy Air, Inc. ESOP$89M
End-of-year total assets ($M) among R. C. Lurie Company, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$75M
Net Assets (End of Year)$83M
Net Income$15M
Employer EIN860278523
Plan Effective Date2005-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (R. C. Lurie Company, Inc.)

Sponsor-wide plan assets over time

All R. C. Lurie Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$103M 37.34633714388504% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $74.9M $103M ▲ +37.3%
Year Plans Participants Total Assets
2022 1 65 $75M
2023 1 71 $89M
2024 1 69 $103M

Nearby ESOP Plans in Arizona

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

R. C. Lurie Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 00.511.5 Total assets ($B) Participants R. C. Lurie Company, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.089203085 · Participants: 71R. C. Lurie Company, Inc. Employee Stock Ownership PlanThe Sundt Companies Employee Stock Ownership Plan, Total assets ($B): 1.064355538 · Participants: 2392The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($B): 0.61854692 · Participants: 19740U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.313228026 · Participants: 253Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($B): 0.216174467 · Participants: 1057Pima Medical Institute Employee Stock Ownership PlanWilson Electric Services Corp. Employee Stock Ownership Plan, Total assets ($B): 0.167298665 · Participants: 726Wilson Electric Services Corp. Employee Stock Ownership Plan
R. C. Lurie Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare R. C. Lurie Company, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

R. C. Lurie Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Arizona, the nearest ESOP by assets is Ermco, Inc. Employee Stock Ownership Plan in IN ($90M); by covered participants it is E80 Holdings, Inc. Employee Stock Ownership Plan in WI (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 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 R. C. Lurie Company, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
R. C. Lurie Company, Inc. Employee Stock Ownership Plan grew sharply - up 19.1% during 2023, from $75M to $89M. Reported net income was $15M.
How have R. C. Lurie Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R. C. Lurie Company, Inc.'s sponsor-wide assets grew 37.3%, from $75M to $103M.
Where does R. C. Lurie Company, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
R. C. Lurie Company, Inc. Employee Stock Ownership Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to R. C. Lurie Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ermco, Inc. Employee Stock Ownership Plan in IN ($90M, 120 participants).
Which ESOP plans cover a similar participant headcount to R. C. Lurie Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is E80 Holdings, Inc. Employee Stock Ownership Plan in WI (71 participants, $7M 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 860278523.

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.