ESOP · DOL Form 5500 · 2023

Lifetime Industries Holdings, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
48
Participants Small participant base
60th
Percentile by assets National rank
$223,310
Avg per participant Above avg balance/head
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Official DOL plan name: Lifetime Industries Employee Stock Ownership Plan · Sponsored by Lifetime Industries Holdings, Inc. · California · Construction

$11M in assets, 48 participants

Lifetime Industries Holdings, Inc.'s Lifetime Industries Employee Stock Ownership Plan reported $11M in total assets and 48 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #5,277 in Construction (9,030 peers)

Lifetime Industries Holdings, Inc. multi-year trail

Lifetime Industries Holdings, Inc.'s plans moved +129.9% in assets from 2022 to 2024; this filing shows Lifetime Industries Employee Stock Ownership Plan at $11M / 48 participants.

#5,277
in Construction (9,030 peers)
+28.3%
assets growth YoY

Lifetime Industries Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Lifetime Industries Employee Stock Ownership Plan vs every filed plan by assets

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

$10,718,889 Top 40% higher than 60% 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

Lifetime Industries 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. Lifetime Industries Employee Stock Ownership Plan is a small filing (48 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lifetime Industries Employee Stock Ownership Plan reported net income rose from $324K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Lifetime Industries Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Lifetime Industries Employee Stock Ownership Plan reported participants rose from 42 in the plan year 2022 filing to 48 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 821832871 · Lifetime Industries Holdings, Inc. PY 2023 · ESOP

Lifetime Industries Employee Stock Ownership Plan · $11M · 48 · 60th

  • BOY $11M
  • SCH 48
  • EBSA 60th
  • PART ESOP
  • TYPE near Optima Engineering, P.a. Employee Stock Ownership Plan
  • NET ind #5277

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 California →

Lifetime Industries Employee Stock Ownership Plan in the asset neighbourhood

Lifetime Industries Employee Stock Ownership PlanLifetime Industries Employee…$11MOptima Engineering, P.a. Employee Stock Ownership PlanOptima Engineering, P.a. Emp…$11MSordoni Construction Co. Employee Stock Ownership PlanSordoni Construction Co. Emp…$11MTvr Inc. Employee Stock Ownership Plan and TrustTvr Inc. Employee Stock Owne…$11MMbi Direct Mail, Inc. Employee Stock Ownership Plan and TrustMbi Direct Mail, Inc. Employ…$11M
End-of-year total assets ($M) among Lifetime Industries Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Lifetime Industries Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lifetime Industries Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 129.86192661522492% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $8.35M $19.2M ▲ +129.9%
Year Plans Participants Total Assets
2022 1 42 $8M
2023 1 48 $11M
2024 1 44 $19M

Lifetime Industries Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income$3M
Employer EIN821832871
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Lifetime Industries Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Lifetime Industries Employee Stock Ownership Plan, Total assets ($B): 0.010718889 · Participants: 48Lifetime Industries Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Lifetime Industries Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Lifetime Industries Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Optima Engineering, P.a. Employee Stock Ownership Plan in NC ($11M); by covered participants it is Chouteau Hospitality Group, Inc. Employee Stock Ownership Plan in MO (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 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 Lifetime Industries Employee Stock Ownership Plan assets move in 2023? ▼
Lifetime Industries Employee Stock Ownership Plan grew sharply - up 28.3% during 2023, from $8M to $11M. Reported net income was $3M.
How have Lifetime Industries Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lifetime Industries Holdings, Inc.'s sponsor-wide assets grew 129.9%, from $8M to $19M.
Which ESOP plans are similar in size to Lifetime Industries Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Optima Engineering, P.a. Employee Stock Ownership Plan in NC ($11M, 74 participants).
Which ESOP plans cover a similar participant headcount to Lifetime Industries Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Chouteau Hospitality Group, Inc. Employee Stock Ownership Plan in MO (48 participants, N/A 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 821832871.

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.