ESOP · DOL Form 5500 · 2023

Lea Elliott, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
111
Participants Small participant base
58th
Percentile by assets National rank
$88,963
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lea Elliott, Inc. Employee Stock Ownership Plan · Sponsored by Lea Elliott, Inc. · Virginia · Professional & Technical Services

$10M in assets, 111 participants

Lea Elliott, Inc.'s Lea Elliott, Inc. Employee Stock Ownership Plan reported $10M in total assets and 111 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,556 in Professional & Technical Services (20,321 peers)

Coverage in Virginia

Lea Elliott, Inc. Employee Stock Ownership Plan covers 111 participants in Virginia, about 14% of the average Virginia filer (state average ~782 per filing). Assets: $10M.

#11,556
in Professional & Technical Services (20,321 peers)
-8.3%
assets change YoY

The plan reported a net loss of $640K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lea Elliott, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Lea Elliott, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$9,874,881 Top 42% higher than 58% 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

Lea Elliott, Inc. 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. Lea Elliott, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (111 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lea Elliott, Inc. Employee Stock Ownership Plan reported net income rose from -$826K in the plan year 2022 filing to -$640K in the plan year 2023 filing.
  • Lea Elliott, Inc. Employee Stock Ownership Plan end-of-year assets fell from $11M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Lea Elliott, Inc. Employee Stock Ownership Plan reported participants fell from 116 in the plan year 2022 filing to 111 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 752295172 · Lea Elliott, Inc. PY 2023 · ESOP

Lea Elliott, Inc. Employee Stock Ownership Plan · $10M · 111 · 58th

  • EBSA $10M
  • EBSA 111
  • EBSA 58th
  • EBSA ESOP
  • EBSA near Page Southerland Page, Inc. Employee Stock Ownership Plan
  • EBSA ind #11556

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 Virginia →

Lea Elliott, Inc. Employee Stock Ownership Plan in the asset neighbourhood

American Asphalt Company, Inc. Employee Stock Ownership PlanAmerican Asphalt Company, In…$10MLake Elmo Bank Employee Stock Ownership PlanLake Elmo Bank Employee Stoc…$10MLea Elliott, Inc. Employee Stock Ownership PlanLea Elliott, Inc. Employee S…$10MPage Southerland Page, Inc. Employee Stock Ownership PlanPage Southerland Page, Inc. …$10MW Bbq Holdings, Inc. Employee Stock Ownership PlanW Bbq Holdings, Inc. Employe…$10M
End-of-year total assets ($M) among Lea Elliott, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$640K
Employer EIN752295172
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lea Elliott, Inc.)

Sponsor-wide plan assets over time

All Lea Elliott, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$104M 38.101689567619914% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $75.3M $104M ▲ +38.1%
Year Plans Participants Total Assets
2022 2 234 $75M
2023 2 222 $91M
2024 2 221 $104M

Nearby ESOP Plans in Virginia

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

Lea Elliott, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Lea Elliott, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.009874881 · Participants: 111Lea Elliott, Inc. Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.200416394 · Participants: 6866Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.351932601 · Participants: 1751The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($B): 0.331314714 · Participants: 1782American Systems Corporation Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.321520666 · Participants: 1652Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.320954252 · Participants: 444New River Electrical Corporation Employee Stock Ownership Plan
Lea Elliott, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Lea Elliott, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest ESOP by assets is Page Southerland Page, Inc. Employee Stock Ownership Plan in TX ($10M); by covered participants it is Progressive Bancorp, Inc. Employee Stock Ownership Plan in LA (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Lea Elliott, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Lea Elliott, Inc. Employee Stock Ownership Plan pulled back noticeably - down 8.3% during 2023, from $11M to $10M. Reported net income was -$640K.
How have Lea Elliott, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lea Elliott, Inc.'s sponsor-wide assets grew 38.1%, from $75M to $104M.
Which ESOP plans are similar in size to Lea Elliott, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Page Southerland Page, Inc. Employee Stock Ownership Plan in TX ($10M, 1,271 participants).
Which ESOP plans cover a similar participant headcount to Lea Elliott, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Progressive Bancorp, Inc. Employee Stock Ownership Plan in LA (111 participants, $3M 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 752295172.

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.