ESOP · DOL Form 5500 · 2023
Luckett & Farley Holding Company ESOP
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 67
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $163,374
- Avg per participant Above avg balance/head
Official DOL plan name: Luckett & Farley Employee Stock Ownership Plan and Trust Agreement · Sponsored by Luckett & Farley Holding Company · Kentucky · Professional & Technical Services
$11M in assets, 67 participants
Luckett & Farley Holding Company's Luckett & Farley Employee Stock Ownership Plan and Trust Agreement reported $11M in total assets and 67 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.
- #12,071 in Professional & Technical Services (20,321 peers)
What the 2023 filing shows
Luckett & Farley Employee Stock Ownership Plan and Trust Agreement holds $11M for 67 participants - about $163,374 per participant, above the median plan by assets.
- #12,071
- in Professional & Technical Services (20,321 peers)
- +4.6%
- assets growth YoY
Luckett & Farley Employee Stock Ownership Plan and Trust Agreement's mid-pack asset rank among Professional & Technical Services and all filers
Luckett & Farley Employee Stock Ownership Plan and Trust Agreement vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,946,030 Top 39% higher than 61% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Luckett & Farley Employee Stock Ownership Plan and Trust Agreement among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Luckett & Farley Employee Stock Ownership Plan and Trust Agreement is a small filing (67 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Luckett & Farley Employee Stock Ownership Plan and Trust Agreement reported net income fell from $3M in the plan year 2022 filing to $789K in the plan year 2023 filing.
- Luckett & Farley Employee Stock Ownership Plan and Trust Agreement reported participants fell from 82 in the plan year 2022 filing to 67 in the plan year 2023 filing.
- Luckett & Farley Employee Stock Ownership Plan and Trust Agreement end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 461647927 · Luckett & Farley Holding Company PY 2023 · ESOP
Luckett & Farley Employee Stock Ownership Plan and Trust Agreement · $11M · 67 · 61st
- TYPE $11M
- TYPE 67
- TYPE 61st
- TYPE ESOP
- TYPE near First Financial Northwest, Inc. Employee Stock Ownership Plan
- TYPE ind #12071
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 Kentucky →
Luckett & Farley Employee Stock Ownership Plan and Trust Agreement in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $789K |
| Employer EIN | 461647927 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Luckett & Farley Holding Company)
Sponsor-wide plan assets over time
All Luckett & Farley Holding Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 2.1510317511316237% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 164 | $20M |
| 2023 | 2 | 134 | $19M |
| 2024 | 2 | 155 | $20M |
Nearby ESOP Plans in Kentucky
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Houchens Industries, Inc. Employee Stock Ownership Plan $2.3B · 6,764
- Stock Yards Bank & Trust Company 401(k) Employee $147M · 1,080
- Gray, Inc. Employee Stock Ownership Plan $127M · 1,362
- H & R Agri-Power Employee Stock Ownership Plan $105M · 489
- Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan $94M · 650
Luckett & Farley Employee Stock Ownership Plan and Trust Agreement's out-of-state ESOP peers by assets and headcount
Outside Kentucky, the nearest ESOP by assets is First Financial Northwest, Inc. Employee Stock Ownership Plan in WA ($11M); by covered participants it is The Transit Group, Inc. Employee Stock Ownership Plan in FL (67 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (67 participants); asset peers above are excluded.
- The Transit Group, Inc. Employee Stock Ownership Plan (FL) 67 · 0 off
- Infinity Drywall Contracting, Inc. Employee Stock Ownership Plan (CA) 67 · 0 off
- West Coast Lighting & Energy, Inc. Employee Stock Ownership Plan (CA) 67 · 0 off
- Pebcor Holdings Corporation Employee Stock Ownership Plan (CO) 67 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.