ESOP · DOL Form 5500 · 2023

Lieberman Holdings, Inc. ESOP

Data updated 2026-08-25

$405K
Total assets Small plan by assets
22
Participants Small participant base
16th
Percentile by assets National rank
$18,409
Avg per participant Low balance/head
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Official DOL plan name: Lieberman Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Lieberman Holdings, Inc. · Indiana · Professional & Technical Services

$405K in assets, 22 participants

Lieberman Holdings, Inc.'s Lieberman Holdings, Inc. Employee Stock Ownership Plan reported $405K in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,483 in Professional & Technical Services (20,321 peers)

Lieberman Holdings, Inc. multi-year trail

Lieberman Holdings, Inc.'s plans moved +134.6% in assets from 2023 to 2024; this filing shows Lieberman Holdings, Inc. Employee Stock Ownership Plan at $405K / 22 participants.

#2,483
in Professional & Technical Services (20,321 peers)
-$2M
reported net income

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$405,000 16th percentile higher than 16% 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

Lieberman Holdings, 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. Lieberman Holdings, Inc. Employee Stock Ownership Plan is a small filing (22 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 932525488 · Lieberman Holdings, Inc. PY 2023 · ESOP

Lieberman Holdings, Inc. Employee Stock Ownership Plan · $405K · 22 · 16th

  • SCH $405K
  • SCH 22
  • SCH 16th
  • SCH ESOP
  • SCH near Forcon Holding Company Employee Stock Ownership Plan
  • SCH ind #2483

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 Indiana →

Lieberman Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Lieberman Holdings, Inc. Employee Stock Ownership PlanLieberman Holdings, Inc. Emp…$405KForcon Holding Company Employee Stock Ownership PlanForcon Holding Company Emplo…$404KNetria Corporation Employee Stock Ownership PlanNetria Corporation Employee …$402KFisher Nut Company Employee Stock Ownership PlanFisher Nut Company Employee …$401KTotal Solutions Group, Inc. Employee Stock Ownership PlanTotal Solutions Group, Inc. …$400K
End-of-year total assets ($M) among Lieberman Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Lieberman Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lieberman Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$950K 134.5679012345679% vs 2023
2024 filing year
$0.2M$0.4M$0.6M$0.8M$1M$1.2M 20232024 $0.41M $0.95M ▲ +131.7%
Year Plans Participants Total Assets
2023 1 22 $405K
2024 1 19 $950K

Lieberman Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$2M
Net Income-$2M
Employer EIN932525488
Plan Effective Date2023-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

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

Lieberman Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.522.5 Total assets ($B) Participants Lieberman Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000405 · Participants: 22Lieberman Holdings, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.921766853 · Participants: 3535Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.36648086 · Participants: 487Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.364505967 · Participants: 1242Nibco Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.138902309 · Participants: 363Superior Industrial Solutions, Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.135390454 · Participants: 558Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan
Lieberman Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Lieberman Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest ESOP by assets is Forcon Holding Company Employee Stock Ownership Plan in FL ($404K); by covered participants it is Davy Architecture, Inc. Employee Stock Ownership Plan in CA (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 have Lieberman Holdings, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Lieberman Holdings, Inc.'s sponsor-wide assets grew 134.6%, from $405K to $950K.
Where does Lieberman Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Lieberman Holdings, Inc. Employee Stock Ownership Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Lieberman Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Forcon Holding Company Employee Stock Ownership Plan in FL ($404K, 6 participants).
Which ESOP plans cover a similar participant headcount to Lieberman Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Davy Architecture, Inc. Employee Stock Ownership Plan in CA (22 participants, N/A 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 932525488.

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.