ESOP · DOL Form 5500 · 2023

Landmark Worldwide ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
225
Participants Below avg headcount
70th
Percentile by assets National rank
$75,141
Avg per participant Below avg balance/head
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Official DOL plan name: Landmark Worldwide Employee Stock Ownership Plan · Sponsored by Landmark Worldwide · California · Educational Services

$17M in assets, 225 participants

Landmark Worldwide's Landmark Worldwide Employee Stock Ownership Plan reported $17M in total assets and 225 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #1,946 in Educational Services (3,735 peers)

Coverage in California

Landmark Worldwide Employee Stock Ownership Plan covers 225 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $17M.

#1,946
in Educational Services (3,735 peers)
+0.0%
assets growth YoY

The plan reported a net loss of $3K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Landmark Worldwide Employee Stock Ownership Plan's outsized position by total assets

Landmark Worldwide Employee Stock Ownership Plan vs every filed plan by assets

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

$16,906,698 Top 30% higher than 70% 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

Landmark Worldwide 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. Landmark Worldwide Employee Stock Ownership Plan sits mid-pack in the medium band (225 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Landmark Worldwide Employee Stock Ownership Plan reported net income fell from $753K in the plan year 2022 filing to -$3K in the plan year 2023 filing.
  • Landmark Worldwide Employee Stock Ownership Plan reported participants rose from 213 in the plan year 2022 filing to 225 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 270033035 · Landmark Worldwide PY 2023 · ESOP

Landmark Worldwide Employee Stock Ownership Plan · $17M · 225 · 70th

  • EIN $17M
  • EIN 225
  • EIN 70th
  • EIN ESOP
  • EIN near One Source Equipment Rentals Employee Stock Ownership Plan
  • EIN ind #1946

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 California →

Landmark Worldwide Employee Stock Ownership Plan in the asset neighbourhood

Sbna Holdings, Inc. Employee Stock Ownership PlanSbna Holdings, Inc. Employee…$17MHolbrook & Manter Employee Stock Ownership PlanHolbrook & Manter Employee S…$17MLandmark Worldwide Employee Stock Ownership PlanLandmark Worldwide Employee …$17MOne Source Equipment Rentals Employee Stock Ownership PlanOne Source Equipment Rentals…$17MValves and Fittings of Houston, Inc. Employee Stock Ownership Plan and TrustValves and Fittings of Houst…$17M
End-of-year total assets ($M) among Landmark Worldwide Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$17M
Net Income-$3K
Employer EIN270033035
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Landmark Worldwide)

Sponsor-wide plan assets over time

All Landmark Worldwide plans reported in each filing year

Latest sponsor-wide plan assets
$50M 15.644180377988807% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $43.3M $50M ▲ +15.6%
Year Plans Participants Total Assets
2022 2 467 $43M
2023 2 640 $46M
2024 2 746 $50M

Nearby ESOP Plans in California

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

Landmark Worldwide Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Landmark Worldwide Employee Stock Ownership Plan, Total assets ($B): 0.016906698 · Participants: 225Landmark Worldwide Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Landmark Worldwide Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Landmark Worldwide Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is One Source Equipment Rentals Employee Stock Ownership Plan in IL ($17M); by covered participants it is Rpm Group, Inc. Employee Stock Ownership Plan in NJ (225 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (225 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 Landmark Worldwide Employee Stock Ownership Plan assets move in 2023? ▼
Landmark Worldwide Employee Stock Ownership Plan held essentially flat - up 0.0% during 2023, from $17M to $17M. Reported net income was -$3K.
How have Landmark Worldwide plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Landmark Worldwide's sponsor-wide assets grew 15.6%, from $43M to $50M.
Which ESOP plans are similar in size to Landmark Worldwide Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is One Source Equipment Rentals Employee Stock Ownership Plan in IL ($17M, N/A participants).
Which ESOP plans cover a similar participant headcount to Landmark Worldwide Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Rpm Group, Inc. Employee Stock Ownership Plan in NJ (225 participants, $39M 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 270033035.

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.