ESOP · DOL Form 5500 · 2023

Lodor Enterprises, Inc. ESOP

Data updated 2026-08-25

$30M
Total assets Below avg plan size
53
Participants Small participant base
79th
Percentile by assets National rank
$562,263
Avg per participant High balance/head
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Official DOL plan name: Lodor Enterprises, Inc. Employee Stock Ownership Plan · Sponsored by Lodor Enterprises, Inc. · Texas · Manufacturing

$30M in assets, 53 participants

Lodor Enterprises, Inc.'s Lodor Enterprises, Inc. Employee Stock Ownership Plan reported $30M in total assets and 53 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #13,285 in Manufacturing (18,722 peers)

Where Lodor Enterprises, Inc. Employee Stock Ownership Plan sits by assets

Lodor Enterprises, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $30M for 53 participants (~$562,263/participant), up 7.6% in 2023.

#13,285
in Manufacturing (18,722 peers)
+7.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Lodor Enterprises, Inc. Employee Stock Ownership Plan's outsized position by total assets

Lodor Enterprises, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$29,799,932 Top 21% higher than 79% 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

Lodor Enterprises, 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. Lodor Enterprises, Inc. Employee Stock Ownership Plan is a small filing (53 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lodor Enterprises, Inc. Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Lodor Enterprises, Inc. Employee Stock Ownership Plan end-of-year assets rose from $28M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Lodor Enterprises, Inc. Employee Stock Ownership Plan reported participants fell from 57 in the plan year 2022 filing to 53 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 260390088 · Lodor Enterprises, Inc. PY 2023 · ESOP

Lodor Enterprises, Inc. Employee Stock Ownership Plan · $30M · 53 · 79th

  • NET $30M
  • NET 53
  • NET 79th
  • NET ESOP
  • NET near Parman Holdings Corporation Employee Stock Ownership Plan
  • NET ind #13285

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 →

Lodor Enterprises, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Lodor Enterprises, Inc. Employee Stock Ownership PlanLodor Enterprises, Inc. Empl…$30MParman Holdings Corporation Employee Stock Ownership PlanParman Holdings Corporation …$30MPtm Management Corp. Employee Stock Ownership PlanPtm Management Corp. Employe…$30MTsc 401(k) Employee Stock Ownership PlanTsc 401(k) Employee Stock Ow…$30MPeerless Machine and Tool Corporation Employee Stock Ownership PlanPeerless Machine and Tool Co…$30M
End-of-year total assets ($M) among Lodor Enterprises, 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)$28M
Net Assets (End of Year)$30M
Net Income$2M
Employer EIN260390088
Plan Effective Date2007-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lodor Enterprises, Inc.)

Sponsor-wide plan assets over time

All Lodor Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 2.5942008517716038% vs 2022
2024 filing year
$30M$32M$34M$36M$38M 202220232024 $33.1M $32.2M ▼ -2.6%
Year Plans Participants Total Assets
2022 2 115 $33M
2023 2 105 $36M
2024 2 107 $32M

Nearby ESOP Plans in Texas

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

Lodor Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Lodor Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.029799932 · Participants: 53Lodor Enterprises, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Lodor Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Lodor Enterprises, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Texas, the nearest ESOP by assets is Parman Holdings Corporation Employee Stock Ownership Plan in TN ($30M); by covered participants it is Brewer Direct, Inc. Employee Stock Ownership Plan in CA (53 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (53 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 Lodor Enterprises, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Lodor Enterprises, Inc. Employee Stock Ownership Plan grew at a solid clip - up 7.6% during 2023, from $28M to $30M. Reported net income was $2M.
How have Lodor Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lodor Enterprises, Inc.'s sponsor-wide assets declined 2.6%, from $33M to $32M.
Where does Lodor Enterprises, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Lodor Enterprises, Inc. Employee Stock Ownership Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Lodor Enterprises, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Parman Holdings Corporation Employee Stock Ownership Plan in TN ($30M, 145 participants).
Which ESOP plans cover a similar participant headcount to Lodor Enterprises, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Brewer Direct, Inc. Employee Stock Ownership Plan in CA (53 participants, $12M 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 260390088.

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.