ESOP · DOL Form 5500 · 2023

Lvc Companies, Inc. ESOP

Data updated 2026-08-11

$22M
Total assets
95
Participants
75th
Percentile by assets
$234,708
Avg per participant
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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.

  • 75th percentile by assets (of 127,072 plans)
  • #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.

$22M
total plan assets (2023 EOY)
95
covered participants
75th
percentile by assets (of 127,072 plans)
$234,708
avg assets per participant

Where Lvc Employee Stock Ownership Plan sits 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 $2,010,000,000 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

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 →

State
Industry

Lvc Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Lvc Employee Stock Ownership Plan outranks 75% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

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.)

$20M$25M$30M$35M$40M 202220232024 $23.3M $34.3M ▲ +47.2%
Total plan assets by year, all Lvc Companies, Inc. plans on file
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 ($M) Participants Lvc Employee Stock O…, Total assets ($M): 22.297239 · Participants: 95Lvc Employee Stock O…Andersen Corporation…, Total assets ($M): 899.073238 · Participants: 11644Andersen Corporation…Kingdom Enterprises,…, Total assets ($M): 497.538965 · Participants: 789Kingdom Enterprises,…Landscape Structures…, Total assets ($M): 432.374379 · Participants: 446Landscape Structures…Hormel Foods Corpora…, Total assets ($M): 431.874919 · Participants: 4575Hormel Foods Corpora…Force America Inc. E…, Total assets ($M): 426.610266 · Participants: 412Force America Inc. E…
Lvc Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Lvc Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Lvc Employee Stock Ownership Plan

Scale reading

Ways to act on Lvc Employee Stock Ownership Plan's numbers.

  • By total assets, Lvc Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Minnesota. Compare plans
  • Lvc Companies, Inc.'s sponsor-wide assets have grown 47.3% since 2022 across 3 plan years on file. More Construction plans