ESOP · DOL Form 5500 · 2023
Lushin and Associates, Inc. ESOP
Data updated 2026-08-25
- $797K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 22nd
- Percentile by assets National rank
Official DOL plan name: Lushin and Associates, Inc. Employee Stock Ownership Plan · Sponsored by Lushin and Associates, Inc. · Indiana · Professional & Technical Services
$797K in assets, N/A participants
Lushin and Associates, Inc.'s Lushin and Associates, Inc. Employee Stock Ownership Plan reported $797K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,413 in Professional & Technical Services (20,321 peers)
Lushin and Associates, Inc. multi-year trail
Lushin and Associates, Inc.'s plans moved -63.7% in assets from 2023 to 2024; this filing shows Lushin and Associates, Inc. Employee Stock Ownership Plan at $797K / N/A participants.
- #3,413
- in Professional & Technical Services (20,321 peers)
- $578K
- reported net income
Lushin and Associates, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Lushin and Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$797,000 22nd percentile higher than 22% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Filed plans by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
Form 5500 schedule snapshot
Filing strip 352034155 · Lushin and Associates, Inc. PY 2023 · ESOP
Lushin and Associates, Inc. Employee Stock Ownership Plan · $797K · N/A · 22nd
- 5500 $797K
- 5500 N/A
- 5500 22nd
- 5500 ESOP
- 5500 near Geo-Test Incorporated Employee Stock Ownership Plan
- 5500 ind #3413
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 Indiana →
Lushin and Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Lushin and Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Lushin and Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $289K 63.73889585947302% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | N/A | $797K |
| 2024 | 1 | 19 | $289K |
Lushin and Associates, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $578K |
| Net Income | $578K |
| Employer EIN | 352034155 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Indiana
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $1.9B · 3,535
- Urschel Laboratories Employee Stock Ownership Plan $366M · 487
- Nibco Inc. Employee Stock Ownership Plan $365M · 1,242
- Superior Industrial Solutions, Inc. Employee Stock Ownership Plan $139M · 363
- Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan $135M · 558
Lushin and Associates, Inc. Employee Stock Ownership Plan's closest out-of-state ESOP peers by assets
Outside Indiana, the nearest ESOP by end-of-year assets is Geo-Test Incorporated Employee Stock Ownership Plan in NM at $800K (this filing: $797K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($797K here).
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.