ESOP · DOL Form 5500 · 2023

Lbtc Holdings, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
73
Participants Small participant base
29th
Percentile by assets National rank
$23,781
Avg per participant Low balance/head
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Official DOL plan name: Lbtc Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Lbtc Holdings, Inc. · Hawaii · Other Services

$2M in assets, 73 participants

Lbtc Holdings, Inc.'s Lbtc Holdings, Inc. Employee Stock Ownership Plan reported $2M in total assets and 73 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,232 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Lbtc Holdings, Inc. Employee Stock Ownership Plan ranks #4,232 of 7,857 2023 filers by assets (1156% of the sector average)-$2M for 73 participants.

#4,232
in Other Services (7,857 peers)
-18.3%
assets change YoY

Lbtc Holdings, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Lbtc Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,736,008 29th percentile higher than 29% 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

Lbtc Holdings, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lbtc Holdings, Inc. Employee Stock Ownership Plan is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lbtc Holdings, Inc. Employee Stock Ownership Plan reported net income fell from $751K in the plan year 2022 filing to $507K in the plan year 2023 filing.
  • Lbtc Holdings, Inc. Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Lbtc Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 70 in the plan year 2022 filing to 73 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 205511830 · Lbtc Holdings, Inc. PY 2023 · ESOP

Lbtc Holdings, Inc. Employee Stock Ownership Plan · $2M · 73 · 29th

  • EOY $2M
  • 5500 73
  • ASSETS 29th
  • PCT ESOP
  • EIN near Stetson Engineers, Inc. Employee Stock Ownership Plan
  • RANK ind #4232

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 Hawaii →

Lbtc Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Lbtc Holdings, Inc. Employee Stock Ownership PlanLbtc Holdings, Inc. Employee…$2MStetson Engineers, Inc. Employee Stock Ownership PlanStetson Engineers, Inc. Empl…$2MCrisis Preparation and Recovery, Inc. Employee Stock Ownership PlanCrisis Preparation and Recov…$2MQuantum Innovations, Inc. Employee Stock Ownership PlanQuantum Innovations, Inc. Em…$2MSpinnaker Trust Employee Stock Ownership PlanSpinnaker Trust Employee Sto…$2M
End-of-year total assets ($M) among Lbtc Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$13M
Net Income$507K
Employer EIN205511830
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lbtc Holdings, Inc.)

Sponsor-wide plan assets over time

All Lbtc Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 66.21589442847728% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.76M $12.9M ▲ +66.4%
Year Plans Participants Total Assets
2022 2 140 $8M
2023 2 153 $9M
2024 2 131 $13M

Nearby ESOP Plans in Hawaii

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

Lbtc Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 050010001500 -50050100150 Total assets ($M) Participants Lbtc Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 1.736008 · Participants: 73Lbtc Holdings, Inc. Employee Stock Ownership PlanRoberts Hawaii, Inc. Employee Stock Ownership Plan, Total assets ($M): 128.324178 · Participants: 1144Roberts Hawaii, Inc. Employee Stock Ownership PlanGpf Life and Health Benefits Co. Employee Stock Ownership Plan, Total assets ($M): 128.158632 · Participants: 102Gpf Life and Health Benefits Co. Employee Stock Ownership PlanBowers & Kubota Consulting, Inc. ESOP, Total assets ($M): 124.005968 · Participants: 258Bowers & Kubota Consulting, Inc. ESOPR. M. Towill Corporation Employee Stock Ownership Plan, Total assets ($M): 116.46544 · Participants: 96R. M. Towill Corporation Employee Stock Ownership PlanHpm Building Supply Employee Stock Ownership Plan, Total assets ($M): 99.513108 · Participants: 381Hpm Building Supply Employee Stock Ownership Plan
Lbtc Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants
Compare Lbtc Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Lbtc Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Hawaii, the nearest ESOP by assets is Stetson Engineers, Inc. Employee Stock Ownership Plan in CA ($2M); by covered participants it is Glass & Metals, Inc. Employee Stock Ownership and Savings Plan in VA (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 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 Lbtc Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Lbtc Holdings, Inc. Employee Stock Ownership Plan declined sharply - down 18.3% during 2023, from $2M to $2M. Reported net income was $507K.
How have Lbtc Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lbtc Holdings, Inc.'s sponsor-wide assets grew 66.2%, from $8M to $13M.
Which ESOP plans are similar in size to Lbtc Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Stetson Engineers, Inc. Employee Stock Ownership Plan in CA ($2M, 47 participants).
Which ESOP plans cover a similar participant headcount to Lbtc Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Glass & Metals, Inc. Employee Stock Ownership and Savings Plan in VA (73 participants, $20M 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 205511830.

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.