ESOP · DOL Form 5500 · 2023

Lantz Construction Company ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
98
Participants Small participant base
72nd
Percentile by assets National rank
$198,724
Avg per participant Above avg balance/head
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Official DOL plan name: Lantz Construction Company Employee Stock Ownership Plan and Trust · Sponsored by Lantz Construction Company · Virginia · Construction

$19M in assets, 98 participants

Lantz Construction Company's Lantz Construction Company Employee Stock Ownership Plan and Trust reported $19M in total assets and 98 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #6,400 in Construction (9,030 peers)

Lantz Construction Company multi-year trail

Lantz Construction Company's plans moved +25.2% in assets from 2022 to 2024; this filing shows Lantz Construction Company Employee Stock Ownership Plan and Trust at $19M / 98 participants.

#6,400
in Construction (9,030 peers)
+15.3%
assets growth YoY

Lantz Construction Company Employee Stock Ownership Plan and Trust's outsized position by total assets

Lantz Construction Company Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$19,474,952 Top 28% higher than 72% 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

Lantz Construction Company 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. Lantz Construction Company Employee Stock Ownership Plan and Trust is a small filing (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lantz Construction Company Employee Stock Ownership Plan and Trust reported net income rose from -$422K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Lantz Construction Company Employee Stock Ownership Plan and Trust end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Lantz Construction Company Employee Stock Ownership Plan and Trust reported participants fell from 105 in the plan year 2022 filing to 98 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 540679259 · Lantz Construction Company PY 2023 · ESOP

Lantz Construction Company Employee Stock Ownership Plan and Trust · $19M · 98 · 72nd

  • PART $19M
  • PART 98
  • PART 72nd
  • PART ESOP
  • PART near Wph Employee Stock Ownership Plan
  • PART ind #6400

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 →

Lantz Construction Company Employee Stock Ownership Plan and Trust in the asset neighbourhood

R.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan and TrustR.E. Sweeney Company, Inc. S…$19MTuxedo Investments, Inc. Employee Stock Ownership Plan and Trust AgreementTuxedo Investments, Inc. Emp…$19MWph Employee Stock Ownership PlanWph Employee Stock Ownership…$19MCrown Enterprises, Inc. Employee Stock Ownership PlanCrown Enterprises, Inc. Empl…$19MLantz Construction Company Employee Stock Ownership Plan and TrustLantz Construction Company E…$19M
End-of-year total assets ($M) among Lantz Construction Company Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Lantz Construction Company multi-year asset trail

Sponsor-wide plan assets over time

All Lantz Construction Company plans reported in each filing year

Latest sponsor-wide plan assets
$36M 25.23860775970035% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.4M $35.6M ▲ +25.2%
Year Plans Participants Total Assets
2022 2 224 $28M
2023 2 211 $34M
2024 2 224 $36M

Lantz Construction Company filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN540679259
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Virginia

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

Lantz Construction Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Lantz Construction Company Employee Stock Ownership Plan and Trust, Total assets ($B): 0.019474952 · Participants: 98Lantz Construction Company Employee Stock Ownership Plan and TrustNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.200416394 · Participants: 6866Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.351932601 · Participants: 1751The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($B): 0.331314714 · Participants: 1782American Systems Corporation Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.321520666 · Participants: 1652Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.320954252 · Participants: 444New River Electrical Corporation Employee Stock Ownership Plan
Lantz Construction Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Lantz Construction Company Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Lantz Construction Company Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Wph Employee Stock Ownership Plan in CA ($19M); by covered participants it is New Glarus Brewing Company Employee Stock Ownership Plan in WI (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 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 Lantz Construction Company Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Lantz Construction Company Employee Stock Ownership Plan and Trust grew sharply - up 15.3% during 2023, from $17M to $19M. Reported net income was $3M.
How have Lantz Construction Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lantz Construction Company's sponsor-wide assets grew 25.2%, from $28M to $36M.
Which ESOP plans are similar in size to Lantz Construction Company Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Wph Employee Stock Ownership Plan in CA ($19M, 58 participants).
Which ESOP plans cover a similar participant headcount to Lantz Construction Company Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is New Glarus Brewing Company Employee Stock Ownership Plan in WI (98 participants, $25M 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 540679259.

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.