ESOP · DOL Form 5500 · 2023
Lmh ESOP Holdco, Inc. ESOP
Data updated 2026-08-11
- $189M
- Total assets
- 1,003
- Participants
- 95th
- Percentile by assets
- $188,245
- Avg per participant
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.
- 95th percentile by assets (of 127,072 plans)
- #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.
- $189M
- total plan assets (2023 EOY)
- 1,003
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $188,245
- avg assets per participant
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.
Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan vs the 2023 asset distribution
By assets, Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $157M |
|---|---|
| Net Assets (End of Year) | $188M |
| Net Income | $32M |
| Employer EIN | 854391092 |
| Plan Effective Date | 2020-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lmh ESOP Holdco, Inc.)
| 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
- Parsons Employee Stock Ownership Plan $3.8B · 7,871
- Acco Employee Stock Ownership Plan $1.4B · 1,397
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.1B · 1,700
- Agron, Inc. Employee Stock Ownership Plan $533M · 72
- Recology Employee Stock Ownership Plan $497M · 3,656
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- Lmh ESOP Holdco, Inc.'s sponsor-wide assets have grown 47.9% since 2022 across 3 plan years on file. More Real Estate plans