ESOP · DOL Form 5500 · 2023

Lane Enterprises Holdings, Inc. ESOP

Data updated 2026-08-11

$188M
Total assets: 404
Participants: 94th
Percentile by assets: $464,886
Avg per participant

Official DOL plan name: Lane Enterprises Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Lane Enterprises Holdings, Inc. · Pennsylvania · Manufacturing

$188M in assets, 404 participants

Lane Enterprises Holdings, Inc.'s Lane Enterprises Holdings, Inc. Employee Stock Ownership Plan reported $188M in total assets and 404 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

94th percentile by assets (of 127,072 plans)
#17,123 in Manufacturing (18,722 peers)

Coverage in Pennsylvania

Lane Enterprises Holdings, Inc. Employee Stock Ownership Plan covers 404 participants in Pennsylvania, about 49% of the average Pennsylvania filer (state average ~822 per filing). Assets: $188M.

$188M
total plan assets (2023 EOY): 404
covered participants: 94th
percentile by assets (of 127,072 plans): $464,886
avg assets per participant

Lane Enterprises Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $143M in the plan year 2022 filing to $188M in the plan year 2023 filing.
Lane Enterprises Holdings, Inc. Employee Stock Ownership Plan reported net income rose from $42M in the plan year 2022 filing to $48M in the plan year 2023 filing.
Lane Enterprises Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 394 in the plan year 2022 filing to 404 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Pennsylvania

Industry

Manufacturing

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Lane Enterprises Holdings, Inc. Employee Stock Ownership Plan reports 404 participants - about 49% of that state average ($188M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)	$143M
Net Assets (End of Year)	$172M
Net Income	$48M
Employer EIN	870990676
Plan Effective Date	2005-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Lane Enterprises Holdings, Inc.)

Total plan assets by year, all Lane Enterprises Holdings, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	824	$168M
2023	2	844	$218M
2024	2	936	$265M

Nearby ESOP Plans in Pennsylvania

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

Lane Enterprises Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants

Wawa, Inc. Employee Stock Ownership Plan $5.3B · 42,695
Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.6B · 342
Centimark Corporation Employee Stock Ownership Plan and Trust $687M · 2,353
Sheetz, Inc. Employee Stock Ownership Plan $686M · 13,858
D & H Employee Stock Ownership Plan $289M · 1,461

Compare Lane Enterprises Holdings, Inc. Employee… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Lane Enterprises Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.

R.S. Hughes Company, Inc. Employee Stock Ownership Plan (CA) $187M · 590
Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan (CA) $189M · 1,003
Bandit Holding Company, Inc. Employee Stock Ownership Plan (MI) $191M · 707
Abt Associates Inc. Employees Stock Ownership Plan (MA) $192M · 2,349

Frequently Asked Questions

How did Lane Enterprises Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼

Lane Enterprises Holdings, Inc. Employee Stock Ownership Plan surged - up 31.7% during 2023, from $143M to $188M. Reported net income was $48M.

How have Lane Enterprises Holdings, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Lane Enterprises Holdings, Inc.'s sponsor-wide assets grew 57.5%, from $168M to $265M.

Where does Lane Enterprises Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Lane Enterprises Holdings, Inc. Employee Stock Ownership Plan ranks in the 94th 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 Lane Enterprises Holdings, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is R.S. Hughes Company, Inc. Employee Stock Ownership Plan in CA ($187M, 590 participants).

Next read for Lane Enterprises Holdings, Inc. Employee…

Filing takeaways

Ways to act on Lane Enterprises Holdings, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Lane Enterprises Holdings, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
Lane Enterprises Holdings, Inc.'s sponsor-wide assets have grown 57.5% since 2022 across 3 plan years on file. More Manufacturing plans

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 870990676.