ESOP · DOL Form 5500 · 2023

Liphart Steel Company, Inc. ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
73
Participants Small participant base
72nd
Percentile by assets National rank
$263,285
Avg per participant High balance/head
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Official DOL plan name: Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Liphart Steel Company, Inc. · Virginia · Manufacturing

$19M in assets, 73 participants

Liphart Steel Company, Inc.'s Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust reported $19M in total assets and 73 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #11,527 in Manufacturing (18,722 peers)

Liphart Steel Company, Inc. multi-year trail

Liphart Steel Company, Inc.'s plans moved +14.5% in assets from 2022 to 2024; this filing shows Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust at $19M / 73 participants.

#11,527
in Manufacturing (18,722 peers)
+7.6%
assets growth YoY

Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$19,219,830 Top 28% higher than 72% 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

Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $18M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 71 in the plan year 2022 filing to 73 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 540851189 · Liphart Steel Company, Inc. PY 2023 · ESOP

Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust · $19M · 73 · 72nd

  • RANK $19M
  • PHOTO 73
  • IND 72nd
  • EOY ESOP
  • 5500 near Unicast Company Employee Stock Ownership Plan
  • ASSETS ind #11527

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 →

Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Monterey Mechanical Employee Stock Ownership PlanMonterey Mechanical Employee…$19MAero Systems Engineering, Inc Employee Stock Ownership PlanAero Systems Engineering, In…$19MUnicast Company Employee Stock Ownership PlanUnicast Company Employee Sto…$19MLiphart Steel Company, Inc. Employee Stock Ownership Plan and TrustLiphart Steel Company, Inc. …$19MRobert W. Chapman & Company Employee Stock Ownership PlanRobert W. Chapman & Company …$19M
End-of-year total assets ($M) among Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Liphart Steel Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Liphart Steel Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 14.489119097530962% vs 2022
2024 filing year
$17M$18M$19M$20M$21M 202220232024 $17.9M $20.5M ▲ +14.5%
Year Plans Participants Total Assets
2022 1 71 $18M
2023 1 73 $19M
2024 1 80 $20M

Liphart Steel Company, Inc. filing trail (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$1M
Employer EIN540851189
Plan Effective Date1975-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Virginia

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

Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.01921983 · Participants: 73Liphart Steel Company, Inc. Employee Stock Ownership Plan and TrustNvr, 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
Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Unicast Company Employee Stock Ownership Plan in PA ($19M); by covered participants it is Falcon Industries, Inc. Employee St Ock Ownership Plan and Trust in MN (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 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 Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip - up 7.6% during 2023, from $18M to $19M. Reported net income was $1M.
How have Liphart Steel Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Liphart Steel Company, Inc.'s sponsor-wide assets grew 14.5%, from $18M to $20M.
Which ESOP plans are similar in size to Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Unicast Company Employee Stock Ownership Plan in PA ($19M, 51 participants).
Which ESOP plans cover a similar participant headcount to Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Falcon Industries, Inc. Employee St Ock Ownership Plan and Trust in MN (73 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 540851189.

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.