ESOP · DOL Form 5500 · 2023

Lewis & Tibbitts, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
25
Participants Small participant base
49th
Percentile by assets National rank
$249,517
Avg per participant Above avg balance/head
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Official DOL plan name: Lewis & Tibbitts, Inc. Employee Stock Ownership Plan · Sponsored by Lewis & Tibbitts, Inc. · California · Construction

$6M in assets, 25 participants

Lewis & Tibbitts, Inc.'s Lewis & Tibbitts, Inc. Employee Stock Ownership Plan reported $6M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #4,242 in Construction (9,030 peers)

What the 2023 filing shows

Lewis & Tibbitts, Inc. Employee Stock Ownership Plan holds $6M for 25 participants - about $249,517 per participant, in the lower half of filed plans by assets.

#4,242
in Construction (9,030 peers)
+0.5%
assets growth YoY

Lewis & Tibbitts, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Lewis & Tibbitts, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$6,237,930 49th percentile higher than 49% 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

Lewis & Tibbitts, 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. Lewis & Tibbitts, Inc. Employee Stock Ownership Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lewis & Tibbitts, Inc. Employee Stock Ownership Plan reported net income rose from -$148K in the plan year 2022 filing to $461K in the plan year 2023 filing.
  • Lewis & Tibbitts, Inc. Employee Stock Ownership Plan reported participants rose from 23 in the plan year 2022 filing to 25 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 942195160 · Lewis & Tibbitts, Inc. PY 2023 · ESOP

Lewis & Tibbitts, Inc. Employee Stock Ownership Plan · $6M · 25 · 49th

  • PHOTO $6M
  • IND 25
  • EOY 49th
  • 5500 ESOP
  • ASSETS near Dhe Employee Stock Ownership Plan
  • PCT ind #4242

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 California →

Lewis & Tibbitts, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Alliant Engineering, Incorporated Employee Stock Ownership Plan and TrustAlliant Engineering, Incorpo…$6MLewis & Tibbitts, Inc. Employee Stock Ownership PlanLewis & Tibbitts, Inc. Emplo…$6MDhe Employee Stock Ownership PlanDhe Employee Stock Ownership…$6MHurt & Proffitt, Inc. Employee Stock Ownership PlanHurt & Proffitt, Inc. Employ…$6MAmerican Constructors, Inc. Employee Stock Ownership PlanAmerican Constructors, Inc. …$6M
End-of-year total assets ($M) among Lewis & Tibbitts, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income$461K
Employer EIN942195160
Plan Effective Date1979-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lewis & Tibbitts, Inc.)

Sponsor-wide plan assets over time

All Lewis & Tibbitts, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 6.960762794709326% vs 2022
2024 filing year
$5.6M$5.8M$6M$6.2M$6.4M 202220232024 $6.21M $5.77M ▼ -7.1%
Year Plans Participants Total Assets
2022 1 23 $6M
2023 1 25 $6M
2024 1 25 $6M

Nearby ESOP Plans in California

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

Lewis & Tibbitts, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Lewis & Tibbitts, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00623793 · Participants: 25Lewis & Tibbitts, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Lewis & Tibbitts, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Lewis & Tibbitts, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Lewis & Tibbitts, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Dhe Employee Stock Ownership Plan in MI ($6M); by covered participants it is Wvs Financial Corp. Employee Stock Ownership Plan in PA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Lewis & Tibbitts, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Lewis & Tibbitts, Inc. Employee Stock Ownership Plan held essentially flat - up 0.5% during 2023, from $6M to $6M. Reported net income was $461K.
How have Lewis & Tibbitts, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lewis & Tibbitts, Inc.'s sponsor-wide assets declined 7.0%, from $6M to $6M.
Which ESOP plans are similar in size to Lewis & Tibbitts, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dhe Employee Stock Ownership Plan in MI ($6M, 149 participants).
Which ESOP plans cover a similar participant headcount to Lewis & Tibbitts, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wvs Financial Corp. Employee Stock Ownership Plan in PA (25 participants, $3M 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 942195160.

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.