ESOP · DOL Form 5500 · 2023

Dream Ranch Holdings Co. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
133
Participants Small participant base
36th
Percentile by assets National rank
$23,610
Avg per participant Low balance/head
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Official DOL plan name: Leanin' Tree Employee Stock Ownership Plan · Sponsored by Dream Ranch Holdings Co. · Colorado · Manufacturing

$3M in assets, 133 participants

Dream Ranch Holdings Co.'s Leanin' Tree Employee Stock Ownership Plan reported $3M in total assets and 133 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #3,699 in Manufacturing (18,722 peers)

Coverage in Colorado

Leanin' Tree Employee Stock Ownership Plan covers 133 participants in Colorado, about 35% of the average Colorado filer (state average ~376 per filing). Assets: $3M.

#3,699
in Manufacturing (18,722 peers)
+3.0%
assets growth YoY

Leanin' Tree Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Leanin' Tree Employee Stock Ownership Plan vs every filed plan by assets

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

$3,140,068 36th percentile higher than 36% 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

Leanin' Tree Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Leanin' Tree Employee Stock Ownership Plan sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Leanin' Tree Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2022 filing to $294K in the plan year 2023 filing.
  • Leanin' Tree Employee Stock Ownership Plan reported participants fell from 138 in the plan year 2022 filing to 133 in the plan year 2023 filing.
  • Leanin' Tree Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 873985693 · Dream Ranch Holdings Co. PY 2023 · ESOP

Leanin' Tree Employee Stock Ownership Plan · $3M · 133 · 36th

  • ASSETS $3M
  • ASSETS 133
  • ASSETS 36th
  • ASSETS ESOP
  • ASSETS near Rlh ESOP and Trust
  • ASSETS ind #3699

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 Colorado →

Leanin' Tree Employee Stock Ownership Plan in the asset neighbourhood

Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership PlanBenson's Heating and Air Con…$3MLeanin' Tree Employee Stock Ownership PlanLeanin' Tree Employee Stock …$3MRlh ESOP and Trust$3MBank of Kilmichael Employee Stock Ownership PlanBank of Kilmichael Employee …$3MTruck Equipment, Inc. Employee Stock Ownership PlanTruck Equipment, Inc. Employ…$3M
End-of-year total assets ($M) among Leanin' Tree Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)-$2M
Net Income$294K
Employer EIN873985693
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dream Ranch Holdings Co.)

Sponsor-wide plan assets over time

All Dream Ranch Holdings Co. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 17.05206557377049% vs 2022
2024 filing year
$2.8M$3M$3.2M$3.4M$3.6M$3.8M 202220232024 $3.05M $3.57M ▲ +17.0%
Year Plans Participants Total Assets
2022 1 138 $3M
2023 1 133 $3M
2024 1 130 $4M

Nearby ESOP Plans in Colorado

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

Leanin' Tree Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. 050010001500 -1000100200300400500 Total assets ($M) Participants Leanin' Tree Employee Stock Ownership Plan, Total assets ($M): 3.140068 · Participants: 133Leanin' Tree Employee Stock Ownership PlanAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 385.149702 · Participants: 581Alpine Lumber Company Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 266.310908 · Participants: 776Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 211.311494 · Participants: 1075Envision Management Holding, Inc. Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 209.447754 · Participants: 206Brown Strauss, Inc. Employee Stock Ownership PlanHercules Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 106.310439 · Participants: 444Hercules Industries, Inc. Employee Stock Ownership Plan
Leanin' Tree Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Leanin' Tree Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest ESOP by assets is Rlh ESOP and Trust in FL ($3M); by covered participants it is Assurance Mfg Co. Inc. Employee Stock Ownership Plan and Trust in MN (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Leanin' Tree Employee Stock Ownership Plan assets move in 2023? ▼
Leanin' Tree Employee Stock Ownership Plan edged up modestly - up 3.0% during 2023, from $3M to $3M. Reported net income was $294K.
How have Dream Ranch Holdings Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dream Ranch Holdings Co.'s sponsor-wide assets grew 17.1%, from $3M to $4M.
Which ESOP plans are similar in size to Leanin' Tree Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Rlh ESOP and Trust in FL ($3M, 54 participants).
Which ESOP plans cover a similar participant headcount to Leanin' Tree Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Assurance Mfg Co. Inc. Employee Stock Ownership Plan and Trust in MN (133 participants, $47M 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 873985693.

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.