Other
2023 plan-year Other DOL Form 5500

LANCASTER BURNS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

LANCASTER-BURNS CONSTRUCTION, INC.

This Other plan holds $12M in total assets and serves 177 participants as of 2023. It is sponsored by LANCASTER-BURNS CONSTRUCTION, INC. in California. The plan reported positive net income of $6M for the year.

Total Assets (2023)
$12M
Participants
177
State
Industry
Construction

What the Filing Says About LANCASTER BURNS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN

LANCASTER BURNS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN is a Other retirement plan sponsored by LANCASTER-BURNS CONSTRUCTION, INC., headquartered in California. As of the 2023 Form 5500 filing, the plan reports $12M in total end-of-year assets and covers 177 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 680402277, and the plan has been effective since 2006-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $6M at the beginning of 2023 to $12M at year-end — a gain of 97.9%. Net assets (after liabilities) closed the year at $5M, with reported net income of $6M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$6M
Total Assets (End of Year)$12M
Net Assets (End of Year)$5M
Net Income$6M
Plan TypeOther
Employer EIN680402277
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (LANCASTER-BURNS CONSTRUCTION, INC.)

Year Plans Participants Total Assets
2022 2 417 $11M
2023 2 609 $18M
2024 2 563 $25M

Nearby Other Plans in California

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

Frequently Asked Questions

How much money is in the LANCASTER BURNS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
As of the 2023 Form 5500 filing, LANCASTER BURNS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN holds $12M in total assets with 177 participants. It is sponsored by LANCASTER-BURNS CONSTRUCTION, INC..
What type of plan is LANCASTER BURNS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
LANCASTER BURNS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN is a Other plan. It has been effective since 2006-01-01. The plan is filed with the U.S. Department of Labor under EIN 680402277.
Who sponsors the LANCASTER BURNS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
LANCASTER BURNS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN is sponsored by LANCASTER-BURNS CONSTRUCTION, INC., located in California. The sponsor's EIN is 680402277 and the plan operates in the Construction industry.
How did LANCASTER BURNS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN perform in 2023?
LANCASTER BURNS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN grew by 97.9% during 2023, moving from $6M to $12M in total assets. Net income was $6M.
Where can I find official filings for LANCASTER BURNS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
Official Form 5500 filings for LANCASTER BURNS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 680402277 or plan name at efast.dol.gov.
How does LANCASTER BURNS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN compare to other plans?
You can compare LANCASTER BURNS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN against other Other plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 680402277.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.