ESOP · DOL Form 5500 · 2023
Lender Consulting Services, Inc. ESOP
Data updated 2026-08-11
- $11M
- Total assets
- 64
- Participants
- 61st
- Percentile by assets
- $174,296
- Avg per participant
Official DOL plan name: Lender Consulting Services, Inc. Employee Stock Ownership Plan · Sponsored by Lender Consulting Services, Inc. · New York · Professional & Technical Services
$11M in assets, 64 participants
Lender Consulting Services, Inc.'s Lender Consulting Services, Inc. Employee Stock Ownership Plan reported $11M in total assets and 64 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.
- 61st percentile by assets (of 127,072 plans)
- #12,159 in Professional & Technical Services (20,321 peers)
What the 2023 filing shows
Lender Consulting Services, Inc. Employee Stock Ownership Plan holds $11M for 64 participants - about $174,296 per participant, above the median plan by assets.
- $11M
- total plan assets (2023 EOY)
- 64
- covered participants
- 61st
- percentile by assets (of 127,072 plans)
- $174,296
- avg assets per participant
The plan reported a net loss of $200K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Lender Consulting Services, Inc. Employee Stock Ownership Plan sits by total assets
Lender Consulting Services, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,154,957 Top 39% higher than 61% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lender Consulting Services, Inc. Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2022 filing to -$200K in the plan year 2023 filing.
- Lender Consulting Services, Inc. Employee Stock Ownership Plan reported participants rose from 54 in the plan year 2022 filing to 64 in the plan year 2023 filing.
- Lender Consulting Services, Inc. Employee Stock Ownership Plan end-of-year assets fell from $11M in the plan year 2022 filing to $11M in the plan year 2023 filing.
ESOP filing for Lender Consulting Services, Inc. Employee Stock Ownership Plan
ESOP filing for plan year 2023: EIN 161552965 ; effective since 2007-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2023)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$200K |
| Employer EIN | 161552965 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lender Consulting Services, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 54 | $11M |
| 2023 | 1 | 64 | $11M |
| 2024 | 1 | 53 | $10M |
Nearby ESOP Plans in New York
Peer ESOP plans, same state, same plan type, ranked by total assets.
Lender Consulting Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
- Stewart's Shops Corp Employee Stock Ownership Plan $877M · 3,439
- North Coast Holdings Employee Stock Ownership Plan $406M · 4,467
- Griffon Corporation Employee Stock Ownership Plan $299M · 3,674
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $248M · 1,704
- H.C. Wainwright & Co. Employee Stock Ownership Plan $242M · 93
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Lender Consulting Services, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Lender Consulting Services, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Lender Consulting Services, 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 New York. Compare plans
- Lender Consulting Services, Inc.'s sponsor-wide assets have declined 8.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans