ESOP · DOL Form 5500 · 2023

Lachman Consultant Services, Inc. ESOP

Data updated 2026-08-25

$114M
Total assets Near avg plan size
35
Participants Small participant base
92nd
Percentile by assets National rank
$3.3M
Avg per participant High balance/head
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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.

  • #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.

#18,958
in Professional & Technical Services (20,321 peers)
+46.9%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Lachman Consultant Services, Inc. Employee Stock Ownership Plan's outsized position by total assets

Lachman Consultant Services, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$113,988,943 Top 8% higher than 92% 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

Lachman Consultant Services, 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. Lachman Consultant Services, Inc. Employee Stock Ownership Plan is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

Published 5500 schedule card

Filing strip 112450929 · Lachman Consultant Services, Inc. PY 2023 · ESOP

Lachman Consultant Services, Inc. Employee Stock Ownership Plan · $114M · 35 · 92nd

  • RANK $114M
  • PHOTO 35
  • IND 92nd
  • EOY ESOP
  • 5500 near The Plexsys Interface Products, Inc. Employee Stock Ownership Plan
  • ASSETS ind #18958

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 New York →

Lachman Consultant Services, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Prentke-Romich Company Employee Stock Ownership PlanPrentke-Romich Company Emplo…$115MThe Plexsys Interface Products, Inc. Employee Stock Ownership PlanThe Plexsys Interface Produc…$114MLachman Consultant Services, Inc. Employee Stock Ownership PlanLachman Consultant Services,…$114MPalmer-Donavin Employee Stock Ownership PlanPalmer-Donavin Employee Stoc…$113MBl Companies, Inc. Employee Stock Ownership PlanBl Companies, Inc. Employee …$113M
End-of-year total assets ($M) among Lachman Consultant Services, 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)$78M
Net Assets (End of Year)$104M
Net Income$37M
Employer EIN112450929
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lachman Consultant Services, Inc.)

Sponsor-wide plan assets over time

All Lachman Consultant Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$112M 44.82620730406045% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $77.6M $112M ▲ +44.8%
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 Scatter plot of 6 data points. -1000010002000300040005000 02004006008001000 Total assets ($M) Participants Lachman Consultant Services, Inc. Employee Stock Ownership Plan, Total assets ($M): 113.988943 · Participants: 35Lachman Consultant Services, Inc. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 876.57583 · Participants: 3439Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 406.002646 · Participants: 4467North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 298.738533 · Participants: 3674Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.681611 · Participants: 1704Greenman-Pedersen, Inc. Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 241.736533 · Participants: 93H.C. Wainwright & Co. Employee Stock Ownership Plan
Lachman Consultant Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Lachman Consultant Services, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Lachman Consultant Services, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is The Plexsys Interface Products, Inc. Employee Stock Ownership Plan in WA ($114M); by covered participants it is Albert Arno, Incorporated Employee Stock Ownership Plan in MO (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 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 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).
Which ESOP plans cover a similar participant headcount to Lachman Consultant Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Albert Arno, Incorporated Employee Stock Ownership Plan in MO (35 participants, $5M 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 112450929.

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.