ESOP · DOL Form 5500 · 2023

Lvc Companies, Inc. ESOP

Data updated 2026-08-25

$22M
Total assets Small plan by assets
95
Participants Small participant base
75th
Percentile by assets National rank
$234,708
Avg per participant Above avg balance/head
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Official DOL plan name: Lvc Employee Stock Ownership Plan · Sponsored by Lvc Companies, Inc. · Minnesota · Construction

$22M in assets, 95 participants

Lvc Companies, Inc.'s Lvc Employee Stock Ownership Plan reported $22M in total assets and 95 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #6,620 in Construction (9,030 peers)

Where Lvc Employee Stock Ownership Plan sits by assets

Lvc Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $22M for 95 participants (~$234,708/participant), up 23.4% in 2023.

#6,620
in Construction (9,030 peers)
+23.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Lvc Employee Stock Ownership Plan's outsized position by total assets

Lvc Employee Stock Ownership Plan vs every filed plan by assets

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

$22,297,239 Top 25% higher than 75% 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

Lvc 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. Lvc Employee Stock Ownership Plan is a small filing (95 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lvc Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Lvc Employee Stock Ownership Plan end-of-year assets rose from $18M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Lvc Employee Stock Ownership Plan reported participants fell from 100 in the plan year 2022 filing to 95 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 411433490 · Lvc Companies, Inc. PY 2023 · ESOP

Lvc Employee Stock Ownership Plan · $22M · 95 · 75th

  • EBSA $22M
  • PART 95
  • TYPE 75th
  • NET ESOP
  • BOOK near Town & Country Grocers of Fredericktown, Mo, Inc Employee Stock Ownership Plan
  • VS-ST ind #6620

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 Minnesota →

Lvc Employee Stock Ownership Plan in the asset neighbourhood

Essa Bank & Trust Employee Stock Ownership PlanEssa Bank & Trust Employee S…$22MLvc Employee Stock Ownership PlanLvc Employee Stock Ownership…$22MTown & Country Grocers of Fredericktown, Mo, Inc Employee Stock Ownership PlanTown & Country Grocers of Fr…$22MSteinhafels Holding Company, Inc. Employee Stock Ownership PlanSteinhafels Holding Company,…$22MGateside, Inc Employee Stock Ownership PlanGateside, Inc Employee Stock…$22M
End-of-year total assets ($M) among Lvc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN411433490
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lvc Companies, Inc.)

Sponsor-wide plan assets over time

All Lvc Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 47.25770525129937% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $23.3M $34.3M ▲ +47.2%
Year Plans Participants Total Assets
2022 2 214 $23M
2023 2 214 $29M
2024 2 217 $34M

Nearby ESOP Plans in Minnesota

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

Lvc Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Lvc Employee Stock Ownership Plan, Total assets ($M): 22.297239 · Participants: 95Lvc Employee Stock Ownership PlanAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 899.073238 · Participants: 11644Andersen Corporation Employee Stock Ownership PlanKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 497.538965 · Participants: 789Kingdom Enterprises, Inc. Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 432.374379 · Participants: 446Landscape Structures, Inc. Employee Stock Ownership Plan and TrustHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 431.874919 · Participants: 4575Hormel Foods Corporation Joint Earnings Profit Sharing TrustForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 426.610266 · Participants: 412Force America Inc. Employee Stock Ownership Plan
Lvc Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Lvc Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest ESOP by assets is Town & Country Grocers of Fredericktown, Mo, Inc Employee Stock Ownership Plan in MO ($22M); by covered participants it is Rhineland Bancshares, Inc. Employee Stock Ownership Plan in MO (95 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (95 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 Lvc Employee Stock Ownership Plan assets move in 2023? ▼
Lvc Employee Stock Ownership Plan grew sharply - up 23.4% during 2023, from $18M to $22M. Reported net income was $4M.
How have Lvc Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lvc Companies, Inc.'s sponsor-wide assets grew 47.3%, from $23M to $34M.
Where does Lvc Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Lvc Employee Stock Ownership Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Lvc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Town & Country Grocers of Fredericktown, Mo, Inc Employee Stock Ownership Plan in MO ($22M, 6 participants).
Which ESOP plans cover a similar participant headcount to Lvc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Rhineland Bancshares, Inc. Employee Stock Ownership Plan in MO (95 participants, $4M 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 411433490.

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.