ESOP · DOL Form 5500 · 2023

Lm Acquisition, Inc. ESOP

Data updated 2026-08-25

$380K
Total assets Small plan by assets
111
Participants Small participant base
16th
Percentile by assets National rank
$3,423
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Neighborhood Fresh Employee Stock Ownership Plan · Sponsored by Lm Acquisition, Inc. · Ohio · Retail Trade

$380K in assets, 111 participants

Lm Acquisition, Inc.'s Neighborhood Fresh Employee Stock Ownership Plan reported $380K in total assets and 111 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,135 in Retail Trade (8,414 peers)

Coverage in Ohio

Neighborhood Fresh Employee Stock Ownership Plan covers 111 participants in Ohio, about 15% of the average Ohio filer (state average ~765 per filing). Assets: $380K.

#2,135
in Retail Trade (8,414 peers)
-13.6%
assets change YoY

Neighborhood Fresh Employee Stock Ownership Plan among the smaller filed plans by assets

Neighborhood Fresh Employee Stock Ownership Plan vs every filed plan by assets

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

$380,000 16th percentile higher than 16% 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

Neighborhood Fresh Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Neighborhood Fresh Employee Stock Ownership Plan sits mid-pack in the medium band (111 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Neighborhood Fresh Employee Stock Ownership Plan reported net income rose from -$6M in the plan year 2022 filing to $20K in the plan year 2023 filing.
  • Neighborhood Fresh Employee Stock Ownership Plan end-of-year assets fell from $440K in the plan year 2022 filing to $380K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 202858228 · Lm Acquisition, Inc. PY 2023 · ESOP

Neighborhood Fresh Employee Stock Ownership Plan · $380K · 111 · 16th

  • NET $380K
  • BOOK 111
  • VS-ST 16th
  • BOY ESOP
  • SCH near Lester Sales Company, Inc. Employee Stock Ownership Plan
  • EBSA ind #2135

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 Ohio →

Neighborhood Fresh Employee Stock Ownership Plan in the asset neighbourhood

Neighborhood Fresh Employee Stock Ownership PlanNeighborhood Fresh Employee …$380KLester Sales Company, Inc. Employee Stock Ownership PlanLester Sales Company, Inc. E…$380KAmplified Journey Employee Stock Ownership PlanAmplified Journey Employee S…$380KThe Belmont Athletic Club, Inc. Employee Stock Ownership PlanThe Belmont Athletic Club, I…$380KTnbank Employee Stock Ownership PlanTnbank Employee Stock Owners…$378K
End-of-year total assets ($M) among Neighborhood Fresh Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$440K
Net Assets (End of Year)-$6M
Net Income$20K
Employer EIN202858228
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lm Acquisition, Inc.)

Sponsor-wide plan assets over time

All Lm Acquisition, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$760K 66.8892060554414% vs 2022
2024 filing year
$0M$1M$2M$3M 202220232024 $2.3M $0.76M ▼ -67.0%
Year Plans Participants Total Assets
2022 2 208 $2M
2023 1 111 $380K
2024 1 109 $760K

Nearby ESOP Plans in Ohio

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

Neighborhood Fresh Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Neighborhood Fresh Employee Stock Ownership Plan, Total assets ($B): 0.00038 · Participants: 111Neighborhood Fresh Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
Neighborhood Fresh Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Neighborhood Fresh Employee Stock Ownership Plan side-by-side with 3 peers →

Neighborhood Fresh Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Lester Sales Company, Inc. Employee Stock Ownership Plan in IN ($380K); by covered participants it is Progressive Bancorp, Inc. Employee Stock Ownership Plan in LA (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Neighborhood Fresh Employee Stock Ownership Plan assets move in 2023? ▼
Neighborhood Fresh Employee Stock Ownership Plan pulled back noticeably - down 13.6% during 2023, from $440K to $380K. Reported net income was $20K.
How have Lm Acquisition, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lm Acquisition, Inc.'s sponsor-wide assets declined 66.9%, from $2M to $760K.
Where does Neighborhood Fresh Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Neighborhood Fresh Employee Stock Ownership Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Neighborhood Fresh Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lester Sales Company, Inc. Employee Stock Ownership Plan in IN ($380K, 63 participants).
Which ESOP plans cover a similar participant headcount to Neighborhood Fresh Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Progressive Bancorp, Inc. Employee Stock Ownership Plan in LA (111 participants, $3M 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 202858228.

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.