ESOP · DOL Form 5500 · 2023

Lmh ESOP Holdco, Inc. ESOP

Data updated 2026-08-25

$189M
Total assets Near avg plan size
1,003
Participants Near avg headcount
95th
Percentile by assets National rank
$188,245
Avg per participant Above avg balance/head
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Official DOL plan name: Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan · Sponsored by Lmh ESOP Holdco, Inc. · California · Real Estate

$189M in assets, 1,003 participants

Lmh ESOP Holdco, Inc.'s Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan reported $189M in total assets and 1,003 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #4,668 in Real Estate (4,727 peers)

Where Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan sits by assets

Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $189M for 1,003 participants (~$188,245/participant), up 20.6% in 2023.

#4,668
in Real Estate (4,727 peers)
+20.6%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan's outsized position by total assets

Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$188,810,000 Top 5% higher than 95% 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

Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan lands in the large band (1,003 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan end-of-year assets rose from $157M in the plan year 2022 filing to $189M in the plan year 2023 filing.
  • Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan reported net income rose from $29M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan reported participants rose from 914 in the plan year 2022 filing to 1,003 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 854391092 · Lmh ESOP Holdco, Inc. PY 2023 · ESOP

Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan · $189M · 1,003 · 95th

  • TYPE $189M
  • TYPE 1,003
  • TYPE 95th
  • TYPE ESOP
  • TYPE near Scott Electric Company Employee Stock Ownership Plan
  • TYPE ind #4668

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 →

Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Abt Associates Inc. Employees Stock Ownership PlanAbt Associates Inc. Employee…$192MBandit Holding Company, Inc. Employee Stock Ownership PlanBandit Holding Company, Inc.…$191MLmh ESOP Holdco, Inc. Employee Stock Ownership PlanLmh ESOP Holdco, Inc. Employ…$189MScott Electric Company Employee Stock Ownership PlanScott Electric Company Emplo…$188MLane Enterprises Holdings, Inc. Employee Stock Ownership PlanLane Enterprises Holdings, I…$188M
End-of-year total assets ($M) among Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$157M
Net Assets (End of Year)$188M
Net Income$32M
Employer EIN854391092
Plan Effective Date2020-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Lmh ESOP Holdco, Inc.)

Sponsor-wide plan assets over time

All Lmh ESOP Holdco, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$232M 47.93775670498084% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $157M $232M ▲ +47.9%
Year Plans Participants Total Assets
2022 1 914 $157M
2023 1 1,003 $189M
2024 1 1,139 $232M

Nearby ESOP Plans in California

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

Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 01234 Total assets ($B) Participants Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.18881 · Participants: 1003Lmh ESOP Holdco, Inc. 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
Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Scott Electric Company Employee Stock Ownership Plan in PA ($188M); by covered participants it is Raffertys, Inc. Employee Stock Ownership Plan in KY (1,002 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,003 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 Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan grew sharply - up 20.6% during 2023, from $157M to $189M. Reported net income was $32M.
How have Lmh ESOP Holdco, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lmh ESOP Holdco, Inc.'s sponsor-wide assets grew 47.9%, from $157M to $232M.
Where does Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Scott Electric Company Employee Stock Ownership Plan in PA ($188M, 442 participants).
Which ESOP plans cover a similar participant headcount to Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Raffertys, Inc. Employee Stock Ownership Plan in KY (1,002 participants, $35M 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 854391092.

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.