ESOP · DOL Form 5500 · 2023
L.C. Smith, Incorporated ESOP
Data updated 2026-08-25
- $876K
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $146,028
- Avg per participant Above avg balance/head
Official DOL plan name: L.C. Smith, Incorporated Employee Stock Ownership Plan · Sponsored by L.C. Smith, Incorporated · Virginia · Manufacturing
$876K in assets, 6 participants
L.C. Smith, Incorporated's L.C. Smith, Incorporated Employee Stock Ownership Plan reported $876K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.
- #1,812 in Manufacturing (18,722 peers)
L.C. Smith, Incorporated multi-year trail
L.C. Smith, Incorporated's plans moved -17.6% in assets from 2022 to 2024; this filing shows L.C. Smith, Incorporated Employee Stock Ownership Plan at $876K / 6 participants.
- #1,812
- in Manufacturing (18,722 peers)
- -21.0%
- assets change YoY
The plan reported a net loss of $233K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
L.C. Smith, Incorporated Employee Stock Ownership Plan among the smaller filed plans by assets
L.C. Smith, Incorporated Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$876,166 23rd percentile higher than 23% 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
L.C. Smith, Incorporated Employee Stock Ownership Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. L.C. Smith, Incorporated Employee Stock Ownership Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- L.C. Smith, Incorporated Employee Stock Ownership Plan reported net income fell from -$32K in the plan year 2022 filing to -$233K in the plan year 2023 filing.
- L.C. Smith, Incorporated Employee Stock Ownership Plan end-of-year assets fell from $1M in the plan year 2022 filing to $876K in the plan year 2023 filing.
- L.C. Smith, Incorporated Employee Stock Ownership Plan reported participants fell from 7 in the plan year 2022 filing to 6 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 540476229 · L.C. Smith, Incorporated PY 2023 · ESOP
L.C. Smith, Incorporated Employee Stock Ownership Plan · $876K · 6 · 23rd
- BOOK $876K
- BOOK 6
- BOOK 23rd
- BOOK ESOP
- BOOK near Wl Port-Land Systems, Inc. Employee Stock Ownership Plan
- BOOK ind #1812
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 Virginia →
L.C. Smith, Incorporated Employee Stock Ownership Plan in the asset neighbourhood
L.C. Smith, Incorporated multi-year asset trail
Sponsor-wide plan assets over time
All L.C. Smith, Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $914K 17.552468111508716% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $1M |
| 2023 | 1 | 6 | $876K |
| 2024 | 1 | 7 | $914K |
L.C. Smith, Incorporated filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $876K |
| Net Income | -$233K |
| Employer EIN | 540476229 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Virginia
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Nvr, Inc. Employee Stock Ownership Plan $1.2B · 6,866
- The Resorts Companies, Inc. Employee Stock Ownership Plan $352M · 1,751
- American Systems Corporation Employee Stock Ownership Plan $331M · 1,782
- Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust $322M · 1,652
- New River Electrical Corporation Employee Stock Ownership Plan $321M · 444
L.C. Smith, Incorporated Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Virginia, the nearest ESOP by assets is Wl Port-Land Systems, Inc. Employee Stock Ownership Plan in PA ($877K); by covered participants it is First Guaranty Bank Employee Stock Ownership Plan in LA (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($876K here).
Similar participant headcount
Nearest other-state filings by covered participants (6 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.