ESOP · DOL Form 5500 · 2023

Ljt & Associates, Inc. ESOP

Data updated 2026-08-25

$274K
Total assets Small plan by assets
212
Participants Below avg headcount
13th
Percentile by assets National rank
$1,294
Avg per participant Low balance/head
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Official DOL plan name: Ljt & Associates, Inc. Profit Sharing Plan · Sponsored by Ljt & Associates, Inc. · Colorado · Professional & Technical Services

$274K in assets, 212 participants

Ljt & Associates, Inc.'s Ljt & Associates, Inc. Profit Sharing Plan reported $274K in total assets and 212 participants in its 2023 DOL Form 5500 filing, ranking in the 13th 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.

  • #2,032 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Ljt & Associates, Inc. Profit Sharing Plan holds $274K for 212 participants - about $1,294 per participant, among the smaller plans by assets on file.

#2,032
in Professional & Technical Services (20,321 peers)
-5.3%
assets change YoY

The plan reported a net loss of $15K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ljt & Associates, Inc. Profit Sharing Plan among the smaller filed plans by assets

Ljt & Associates, Inc. Profit Sharing Plan vs every filed plan by assets

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

$274,228 13th percentile higher than 13% 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

Ljt & Associates, Inc. Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ljt & Associates, Inc. Profit Sharing Plan sits mid-pack in the medium band (212 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ljt & Associates, Inc. Profit Sharing Plan reported net income rose from -$19K in the plan year 2022 filing to -$15K in the plan year 2023 filing.
  • Ljt & Associates, Inc. Profit Sharing Plan end-of-year assets fell from $289K in the plan year 2022 filing to $274K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 631148956 · Ljt & Associates, Inc. PY 2023 · ESOP

Ljt & Associates, Inc. Profit Sharing Plan · $274K · 212 · 13th

  • 5500 $274K
  • ASSETS 212
  • PCT 13th
  • EIN ESOP
  • RANK near Kramer Mechanical Employee Stock Ownership Plan
  • PHOTO ind #2032

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 Colorado →

Ljt & Associates, Inc. Profit Sharing Plan in the asset neighbourhood

Kramer Mechanical Employee Stock Ownership PlanKramer Mechanical Employee S…$275KVersa Engineering & Technology, Inc. Employee Stock Ownership PlanVersa Engineering & Technolo…$276KF.a.B.S. Farms, Inc. Employee Stock Ownership PlanF.a.B.S. Farms, Inc. Employe…$277KLjt & Associates, Inc. Profit Sharing PlanLjt & Associates, Inc. Profi…$274KJacobson Consulting Applications Employee Stock Ownership PlanJacobson Consulting Applicat…$272K
End-of-year total assets ($M) among Ljt & Associates, Inc. Profit Sharing Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$289K
Net Assets (End of Year)$274K
Net Income-$15K
Employer EIN631148956
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ljt & Associates, Inc.)

Sponsor-wide plan assets over time

All Ljt & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$263K 9.103221437554417% vs 2022
2024 filing year
$0.25M$0.26M$0.27M$0.28M$0.29M$0.3M 202220232024 $0.29M $0.26M ▼ -10.3%
Year Plans Participants Total Assets
2022 1 212 $289K
2023 1 212 $274K
2024 1 212 $263K

Nearby ESOP Plans in Colorado

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

Ljt & Associates, Inc. Profit Sharing Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. 020040060080010001200 -1000100200300400500 Total assets ($M) Participants Ljt & Associates, Inc. Profit Sharing Plan, Total assets ($M): 0.274228 · Participants: 212Ljt & Associates, Inc. Profit Sharing PlanAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 385.149702 · Participants: 581Alpine Lumber Company Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 266.310908 · Participants: 776Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 211.311494 · Participants: 1075Envision Management Holding, Inc. Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 209.447754 · Participants: 206Brown Strauss, Inc. Employee Stock Ownership PlanHercules Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 106.310439 · Participants: 444Hercules Industries, Inc. Employee Stock Ownership Plan
Ljt & Associates, Inc. Profit Sharing Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Ljt & Associates, Inc. Profit Sharing Plan side-by-side with 3 peers →

Ljt & Associates, Inc. Profit Sharing Plan's out-of-state ESOP peers by assets and headcount

Outside Colorado, the nearest ESOP by assets is Kramer Mechanical Employee Stock Ownership Plan in MN ($275K); by covered participants it is Delta Star Employee Stock Ownership Plan in VA (212 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (212 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 Ljt & Associates, Inc. Profit Sharing Plan assets move in 2023? ▼
Ljt & Associates, Inc. Profit Sharing Plan pulled back noticeably - down 5.3% during 2023, from $289K to $274K. Reported net income was -$15K.
How have Ljt & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ljt & Associates, Inc.'s sponsor-wide assets declined 9.1%, from $289K to $263K.
Where does Ljt & Associates, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Ljt & Associates, Inc. Profit Sharing Plan ranks in the 13th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Ljt & Associates, Inc. Profit Sharing Plan? ▼
Among ESOP plans in other states, the closest by assets is Kramer Mechanical Employee Stock Ownership Plan in MN ($275K, 27 participants).
Which ESOP plans cover a similar participant headcount to Ljt & Associates, Inc. Profit Sharing Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Delta Star Employee Stock Ownership Plan in VA (212 participants, $197M 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 631148956.

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.