ESOP · DOL Form 5500 · 2023

Lachman Consultant Services, Inc. ESOP

Data updated 2026-08-11

$114M
Total assets: 35
Participants: 92nd
Percentile by assets: $3.3M
Avg per participant

Official DOL plan name: Lachman Consultant Services, Inc. Employee Stock Ownership Plan · Sponsored by Lachman Consultant Services, Inc. · New York · Professional & Technical Services

$114M in assets, 35 participants

Lachman Consultant Services, Inc.'s Lachman Consultant Services, Inc. Employee Stock Ownership Plan reported $114M in total assets and 35 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

92nd percentile by assets (of 127,072 plans)
#18,958 in Professional & Technical Services (20,321 peers)

Where Lachman Consultant Services, Inc. Employee Stock Ownership Plan sits by assets

Lachman Consultant Services, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $114M for 35 participants (~$3.3M/participant), up 46.9% in 2023.

$114M
total plan assets (2023 EOY): 35
covered participants: 92nd
percentile by assets (of 127,072 plans): $3.3M
avg assets per participant

Lachman Consultant Services, Inc. Employee Stock Ownership Plan reported net income rose from $16M in the plan year 2022 filing to $37M in the plan year 2023 filing.
Lachman Consultant Services, Inc. Employee Stock Ownership Plan end-of-year assets rose from $78M in the plan year 2022 filing to $114M in the plan year 2023 filing.
Lachman Consultant Services, Inc. Employee Stock Ownership Plan reported participants rose from 33 in the plan year 2022 filing to 35 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

New York

Industry

Professional & Technical Services

Lachman Consultant Services, Inc. Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Lachman Consultant Services, Inc. Employee Stock Ownership Plan outranks 92% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$78M
Net Assets (End of Year)	$104M
Net Income	$37M
Employer EIN	112450929
Plan Effective Date	2006-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Lachman Consultant Services, Inc.)

Total plan assets by year, all Lachman Consultant Services, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	33	$78M
2023	1	35	$114M
2024	1	53	$112M

Nearby ESOP Plans in New York

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

Lachman Consultant 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

Compare Lachman Consultant Services, Inc. Employ… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Lachman Consultant Services, Inc. Employee Stock Ownership Plan by total assets, not by location.

The Plexsys Interface Products, Inc. Employee Stock Ownership Plan (WA) $114M · 183
Prentke-Romich Company Employee Stock Ownership Plan (OH) $115M · 313
Palmer-Donavin Employee Stock Ownership Plan (OH) $113M · 524
Bl Companies, Inc. Employee Stock Ownership Plan (CT) $113M · 323

Frequently Asked Questions

How did Lachman Consultant Services, Inc. Employee Stock Ownership Plan assets move in 2023? ▼

Lachman Consultant Services, Inc. Employee Stock Ownership Plan surged - up 46.9% during 2023, from $78M to $114M. Reported net income was $37M.

How have Lachman Consultant Services, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Lachman Consultant Services, Inc.'s sponsor-wide assets grew 44.8%, from $78M to $112M.

Where does Lachman Consultant Services, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Lachman Consultant Services, Inc. Employee Stock Ownership Plan ranks in the 92nd 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 Lachman Consultant Services, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is The Plexsys Interface Products, Inc. Employee Stock Ownership Plan in WA ($114M, 183 participants).

Next read for Lachman Consultant Services, Inc. Employ…

Scale reading

Ways to act on Lachman Consultant Services, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Lachman Consultant Services, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in New York. Compare plans
Lachman Consultant Services, Inc.'s sponsor-wide assets have grown 44.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 112450929.