ESOP · DOL Form 5500 · 2023

Lordsburg Financial Corporation ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
39
Participants Small participant base
37th
Percentile by assets National rank
$82,431
Avg per participant Below avg balance/head
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Official DOL plan name: Western Bank of Lordsburg Employee Stock Ownership Plan and Trust · Sponsored by Lordsburg Financial Corporation · New Mexico · Finance & Insurance

$3M in assets, 39 participants

Lordsburg Financial Corporation's Western Bank of Lordsburg Employee Stock Ownership Plan and Trust reported $3M in total assets and 39 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #2,270 in Finance & Insurance (8,869 peers)

Lordsburg Financial Corporation multi-year trail

Lordsburg Financial Corporation's plans moved +38.3% in assets from 2022 to 2024; this filing shows Western Bank of Lordsburg Employee Stock Ownership Plan and Trust at $3M / 39 participants.

#2,270
in Finance & Insurance (8,869 peers)
+14.8%
assets growth YoY

Western Bank of Lordsburg Employee Stock Ownership Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Western Bank of Lordsburg Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$3,214,790 37th percentile higher than 37% 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

Western Bank of Lordsburg Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Western Bank of Lordsburg Employee Stock Ownership Plan and Trust is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Western Bank of Lordsburg Employee Stock Ownership Plan and Trust reported net income rose from $146K in the plan year 2022 filing to $416K in the plan year 2023 filing.
  • Western Bank of Lordsburg Employee Stock Ownership Plan and Trust end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Western Bank of Lordsburg Employee Stock Ownership Plan and Trust reported participants fell from 42 in the plan year 2022 filing to 39 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 850377773 · Lordsburg Financial Corporation PY 2023 · ESOP

Western Bank of Lordsburg Employee Stock Ownership Plan and Trust · $3M · 39 · 37th

  • TYPE $3M
  • TYPE 39
  • TYPE 37th
  • TYPE ESOP
  • TYPE near Auto Body Specialties, Inc. Employee Stock Ownership Plan
  • TYPE ind #2270

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 Mexico →

Western Bank of Lordsburg Employee Stock Ownership Plan and Trust in the asset neighbourhood

Auto Body Specialties, Inc. Employee Stock Ownership PlanAuto Body Specialties, Inc. …$3MQ-Med Employee Stock Ownership PlanQ-Med Employee Stock Ownersh…$3MWestern Bank of Lordsburg Employee Stock Ownership Plan and TrustWestern Bank of Lordsburg Em…$3MLias Tire, Inc. Employee Stock Ownership PlanLias Tire, Inc. Employee Sto…$3MHendry Marine Industries, Inc. Employee Stock Ownership PlanHendry Marine Industries, In…$3M
End-of-year total assets ($M) among Western Bank of Lordsburg Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Lordsburg Financial Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Lordsburg Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$4M 38.29315378163148% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.8M $3.87M ▲ +38.2%
Year Plans Participants Total Assets
2022 1 42 $3M
2023 1 39 $3M
2024 1 35 $4M

Lordsburg Financial Corporation filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$416K
Employer EIN850377773
Plan Effective Date1973-12-26
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New Mexico

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

Western Bank of Lordsburg Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -2000200400600800 Total assets ($M) Participants Western Bank of Lordsburg Employee Stock Ownership Plan and Trust, Total assets ($M): 3.21479 · Participants: 39Western Bank of Lordsburg Employee Stock Ownership Plan and TrustEmployee Stock Ownership Plan of Applied Research Associates, Inc., Total assets ($M): 605.825813 · Participants: 1981Employee Stock Ownership Plan of Applied Research Associates, Inc.Ppic Employee Stock Ownership Plan, Total assets ($M): 58.69174 · Participants: 107Ppic Employee Stock Ownership PlanAzurite Professional Community Employee Stock Ownership Plan, Total assets ($M): 23.538133 · Participants: 259Azurite Professional Community Employee Stock Ownership PlanCitizens Bank Employee Stock Ownership and Retirement Savings Plan, Total assets ($M): 21.320873 · Participants: 101Citizens Bank Employee Stock Ownership and Retirement Savings PlanCommerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan, Total assets ($M): 18.971857 · Participants: 14Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan
Western Bank of Lordsburg Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in New Mexico, assets vs. participants
Compare Western Bank of Lordsburg Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Western Bank of Lordsburg Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside New Mexico, the nearest ESOP by assets is Auto Body Specialties, Inc. Employee Stock Ownership Plan in SD ($3M); by covered participants it is Consolidated Electronic Wire & Cable Corp. Employee Stock Ownership Plan in IL (39 participants). Same-state nearby plans are listed separately above.

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 Western Bank of Lordsburg Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Western Bank of Lordsburg Employee Stock Ownership Plan and Trust grew at a solid clip - up 14.8% during 2023, from $3M to $3M. Reported net income was $416K.
How have Lordsburg Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lordsburg Financial Corporation's sponsor-wide assets grew 38.3%, from $3M to $4M.
Which ESOP plans are similar in size to Western Bank of Lordsburg Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Auto Body Specialties, Inc. Employee Stock Ownership Plan in SD ($3M, 73 participants).
Which ESOP plans cover a similar participant headcount to Western Bank of Lordsburg Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Consolidated Electronic Wire & Cable Corp. Employee Stock Ownership Plan in IL (39 participants, $29M 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 850377773.

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.