ESOP · DOL Form 5500 · 2023

Lee Machinery Movers, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
36
Participants Small participant base
33rd
Percentile by assets National rank
$70,520
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lee Machinery Movers, Inc. Employee Stock Ownership Plan · Sponsored by Lee Machinery Movers, Inc. · Michigan · Professional & Technical Services

$3M in assets, 36 participants

Lee Machinery Movers, Inc.'s Lee Machinery Movers, Inc. Employee Stock Ownership Plan reported $3M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,077 in Professional & Technical Services (20,321 peers)

Lee Machinery Movers, Inc. multi-year trail

Lee Machinery Movers, Inc.'s plans moved +538.9% in assets from 2023 to 2024; this filing shows Lee Machinery Movers, Inc. Employee Stock Ownership Plan at $3M / 36 participants.

#6,077
in Professional & Technical Services (20,321 peers)
-$1M
reported net income

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lee Machinery Movers, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Lee Machinery Movers, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,538,732 33rd percentile higher than 33% 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

Lee Machinery Movers, 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. Lee Machinery Movers, Inc. Employee Stock Ownership Plan is a small filing (36 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 383379115 · Lee Machinery Movers, Inc. PY 2023 · ESOP

Lee Machinery Movers, Inc. Employee Stock Ownership Plan · $3M · 36 · 33rd

  • NET $3M
  • BOOK 36
  • VS-ST 33rd
  • BOY ESOP
  • SCH near Dave Dennis Employee Stock Ownership Plan
  • EBSA ind #6077

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 Michigan →

Lee Machinery Movers, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Lee Machinery Movers, Inc. Employee Stock Ownership PlanLee Machinery Movers, Inc. E…$3MDave Dennis Employee Stock Ownership PlanDave Dennis Employee Stock O…$3MImperial Cal Products, Inc. Employee Stock Ownership PlanImperial Cal Products, Inc. …$3MEls, Inc. Employee Stock Ownership PlanEls, Inc. Employee Stock Own…$3MReliable Castings Corporation Employee Stock Ownership PlanReliable Castings Corporatio…$3M
End-of-year total assets ($M) among Lee Machinery Movers, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Lee Machinery Movers, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lee Machinery Movers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 538.9047760850692% vs 2023
2024 filing year
$0M$5M$10M$15M$20M 20232024 $2.54M $16.2M ▲ +538.6%
Year Plans Participants Total Assets
2023 1 36 $3M
2024 1 47 $16M

Lee Machinery Movers, Inc. filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$1M
Net Income-$1M
Employer EIN383379115
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Michigan

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

Lee Machinery Movers, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -0.500.511.5 Total assets ($B) Participants Lee Machinery Movers, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002538732 · Participants: 36Lee Machinery Movers, Inc. Employee Stock Ownership PlanMcnaughton-Mckay Electric Company Employee Stock Ownership Plan, Total assets ($B): 1.30777109 · Participants: 1635Mcnaughton-Mckay Electric Company Employee Stock Ownership PlanThe Kendall Group Employee Stock Ownership Plan, Total assets ($B): 0.808091077 · Participants: 1907The Kendall Group Employee Stock Ownership PlanProject Worldwide, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.436210284 · Participants: 1173Project Worldwide, Inc. Employee Stock Ownership PlanMotor City Electric Co. Employee Stock Ownership Plan, Total assets ($B): 0.258079249 · Participants: 207Motor City Electric Co. Employee Stock Ownership PlanLee Contracting, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.237688318 · Participants: 500Lee Contracting, Inc. Employee Stock Ownership Plan
Lee Machinery Movers, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants
Compare Lee Machinery Movers, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Lee Machinery Movers, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Michigan, the nearest ESOP by assets is Dave Dennis Employee Stock Ownership Plan in OH ($3M); by covered participants it is Vergith Contracting Company Employee Stock Ownership Plan in NV (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 have Lee Machinery Movers, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Lee Machinery Movers, Inc.'s sponsor-wide assets grew 538.9%, from $3M to $16M.
Which ESOP plans are similar in size to Lee Machinery Movers, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dave Dennis Employee Stock Ownership Plan in OH ($3M, 56 participants).
Which ESOP plans cover a similar participant headcount to Lee Machinery Movers, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Vergith Contracting Company Employee Stock Ownership Plan in NV (36 participants, $17M 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 383379115.

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.