ESOP · DOL Form 5500 · 2023

Lion Plumbing Supply, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
34
Participants Small participant base
52nd
Percentile by assets National rank
$213,570
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lion Plumbing Supply, Inc. Employee Stock Ownership Plan · Sponsored by Lion Plumbing Supply, Inc. · Florida · Wholesale Trade

$7M in assets, 34 participants

Lion Plumbing Supply, Inc.'s Lion Plumbing Supply, Inc. Employee Stock Ownership Plan reported $7M in total assets and 34 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #2,650 in Wholesale Trade (6,309 peers)

2023 asset change

Lion Plumbing Supply, Inc. Employee Stock Ownership Plan pulled back noticeably 9.8% in 2023 ($8M → $7M) for 34 participants.

#2,650
in Wholesale Trade (6,309 peers)
-9.8%
assets change YoY

The plan reported a net loss of $336K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lion Plumbing Supply, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Lion Plumbing Supply, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$7,261,386 Top 48% higher than 52% 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

Lion Plumbing Supply, 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. Lion Plumbing Supply, Inc. Employee Stock Ownership Plan is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lion Plumbing Supply, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2022 filing to -$336K in the plan year 2023 filing.
  • Lion Plumbing Supply, Inc. Employee Stock Ownership Plan end-of-year assets fell from $8M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Lion Plumbing Supply, Inc. Employee Stock Ownership Plan reported participants fell from 37 in the plan year 2022 filing to 34 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 590793339 · Lion Plumbing Supply, Inc. PY 2023 · ESOP

Lion Plumbing Supply, Inc. Employee Stock Ownership Plan · $7M · 34 · 52nd

  • NET $7M
  • BOOK 34
  • VS-ST 52nd
  • BOY ESOP
  • SCH near Alamo Transformer Supply Company Employee Stock Ownership Plan
  • EBSA ind #2650

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 Florida →

Lion Plumbing Supply, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Somerset Regal Bank Employee Stock Ownership PlanSomerset Regal Bank Employee…$7MMonroe Rubber & Plastic, Inc. Employee Stock Ownership PlanMonroe Rubber & Plastic, Inc…$7MBivar, Inc. Employee Stock Ownership PlanBivar, Inc. Employee Stock O…$7MLion Plumbing Supply, Inc. Employee Stock Ownership PlanLion Plumbing Supply, Inc. E…$7MAlamo Transformer Supply Company Employee Stock Ownership PlanAlamo Transformer Supply Com…$7M
End-of-year total assets ($M) among Lion Plumbing Supply, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Lion Plumbing Supply, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Lion Plumbing Supply, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 9.771676447819837% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M 202220232024 $8.05M $7.26M ▼ -9.8%
Year Plans Participants Total Assets
2022 1 37 $8M
2023 1 34 $7M
2024 1 33 $7M

2023 asset-move particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$5M
Net Income-$336K
Employer EIN590793339
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

Lion Plumbing Supply, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Lion Plumbing Supply, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.007261386 · Participants: 34Lion Plumbing Supply, Inc. Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.810430673 · Participants: 141229Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.836004639 · Participants: 15500Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.390019755 · Participants: 382Rsr Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.367604547 · Participants: 233Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.324400117 · Participants: 5365Thirty Fifteen Employee Stock Ownership Plan
Lion Plumbing Supply, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Lion Plumbing Supply, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Lion Plumbing Supply, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Alamo Transformer Supply Company Employee Stock Ownership Plan in TX ($7M); by covered participants it is Rincon Technology, Inc. Employee Stock Ownership Plan in TX (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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 Lion Plumbing Supply, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Lion Plumbing Supply, Inc. Employee Stock Ownership Plan pulled back noticeably - down 9.8% during 2023, from $8M to $7M. Reported net income was -$336K.
How have Lion Plumbing Supply, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lion Plumbing Supply, Inc.'s sponsor-wide assets declined 9.8%, from $8M to $7M.
Which ESOP plans are similar in size to Lion Plumbing Supply, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Alamo Transformer Supply Company Employee Stock Ownership Plan in TX ($7M, 75 participants).
Which ESOP plans cover a similar participant headcount to Lion Plumbing Supply, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Rincon Technology, Inc. Employee Stock Ownership Plan in TX (34 participants, $6M 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 590793339.

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.