ESOP · DOL Form 5500 · 2023

L/B Water Service, Inc. ESOP

Data updated 2026-08-25

$215M
Total assets Near avg plan size
208
Participants Below avg headcount
95th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: L/B Water Service, Inc. Employee Stock Ownership Plan · Sponsored by L/B Water Service, Inc. · Pennsylvania · Wholesale Trade

$215M in assets, 208 participants

L/B Water Service, Inc.'s L/B Water Service, Inc. Employee Stock Ownership Plan reported $215M in total assets and 208 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.

  • #6,074 in Wholesale Trade (6,309 peers)

Coverage in Pennsylvania

L/B Water Service, Inc. Employee Stock Ownership Plan covers 208 participants in Pennsylvania, about 25% of the average Pennsylvania filer (state average ~822 per filing). Assets: $215M.

#6,074
in Wholesale Trade (6,309 peers)
+7.1%
assets growth YoY
2.2×
vs typical plan assets (national mean)

L/B Water Service, Inc. Employee Stock Ownership Plan's outsized position by total assets

L/B Water Service, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$214,862,737 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

L/B Water Service, 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. L/B Water Service, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (208 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • L/B Water Service, Inc. Employee Stock Ownership Plan reported net income fell from $47M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • L/B Water Service, Inc. Employee Stock Ownership Plan reported participants rose from 192 in the plan year 2022 filing to 208 in the plan year 2023 filing.
  • L/B Water Service, Inc. Employee Stock Ownership Plan end-of-year assets rose from $201M in the plan year 2022 filing to $215M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 753036438 · L/B Water Service, Inc. PY 2023 · ESOP

L/B Water Service, Inc. Employee Stock Ownership Plan · $215M · 208 · 95th

  • EBSA $215M
  • EBSA 208
  • EBSA 95th
  • EBSA ESOP
  • EBSA near Pima Medical Institute Employee Stock Ownership Plan
  • EBSA ind #6074

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 Pennsylvania →

L/B Water Service, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Litehouse, Inc. Employee Stock Ownership PlanLitehouse, Inc. Employee Sto…$218MHolden Industries, Inc. Employee Stock Ownership PlanHolden Industries, Inc. Empl…$217MPima Medical Institute Employee Stock Ownership PlanPima Medical Institute Emplo…$216ML/B Water Service, Inc. Employee Stock Ownership PlanL/B Water Service, Inc. Empl…$215MEastern Bank Employee Stock Ownership PlanEastern Bank Employee Stock …$213M
End-of-year total assets ($M) among L/B Water Service, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$201M
Net Assets (End of Year)$215M
Net Income$16M
Employer EIN753036438
Plan Effective Date2002-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (L/B Water Service, Inc.)

Sponsor-wide plan assets over time

All L/B Water Service, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$247M 12.45629845401719% vs 2022
2024 filing year
$210M$220M$230M$240M$250M 202220232024 $219M $247M ▲ +12.5%
Year Plans Participants Total Assets
2022 2 409 $219M
2023 2 434 $238M
2024 2 458 $247M

Nearby ESOP Plans in Pennsylvania

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

L/B Water Service, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants L/B Water Service, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.214862737 · Participants: 208L/B Water Service, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
L/B Water Service, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare L/B Water Service, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

L/B Water Service, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Pima Medical Institute Employee Stock Ownership Plan in AZ ($216M); by covered participants it is Cts Cement Manufacturing Corp. Employee Stock Ownership Plan in CA (208 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (208 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 L/B Water Service, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
L/B Water Service, Inc. Employee Stock Ownership Plan grew at a solid clip - up 7.1% during 2023, from $201M to $215M. Reported net income was $16M.
How have L/B Water Service, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), L/B Water Service, Inc.'s sponsor-wide assets grew 12.5%, from $219M to $247M.
Where does L/B Water Service, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
L/B Water Service, 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 L/B Water Service, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Pima Medical Institute Employee Stock Ownership Plan in AZ ($216M, 1,057 participants).
Which ESOP plans cover a similar participant headcount to L/B Water Service, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cts Cement Manufacturing Corp. Employee Stock Ownership Plan in CA (208 participants, $133M 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 753036438.

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.