ESOP · DOL Form 5500 · 2023

Lgc Associates, LLC ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
2,024
Participants Near avg headcount
57th
Percentile by assets National rank
$4,522
Avg per participant Low balance/head
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Official DOL plan name: Lgc Associates Employee Stock Ownership Plan · Sponsored by Lgc Associates, LLC · Indiana · Administrative & Support Services

$9M in assets, 2,024 participants

Lgc Associates, LLC's Lgc Associates Employee Stock Ownership Plan reported $9M in total assets and 2,024 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,322 in Administrative & Support Services (4,372 peers)

Coverage in Indiana

Lgc Associates Employee Stock Ownership Plan covers 2,024 participants in Indiana, 3.7x the typical Indiana plan (state average ~541 per filing). Assets: $9M.

#3,322
in Administrative & Support Services (4,372 peers)
-30.4%
assets change YoY

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

Lgc Associates Employee Stock Ownership Plan's mid-pack asset rank among Administrative & Support Services and all filers

Lgc Associates Employee Stock Ownership Plan vs every filed plan by assets

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

$9,152,100 Top 43% higher than 57% 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

Lgc Associates Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lgc Associates Employee Stock Ownership Plan lands in the large band (2,024 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lgc Associates Employee Stock Ownership Plan reported participants rose from 1,008 in the plan year 2022 filing to 2,024 in the plan year 2023 filing.
  • Lgc Associates Employee Stock Ownership Plan end-of-year assets fell from $13M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Lgc Associates Employee Stock Ownership Plan reported net income rose from -$3M in the plan year 2022 filing to -$3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 352151117 · Lgc Associates, LLC PY 2023 · ESOP

Lgc Associates Employee Stock Ownership Plan · $9M · 2,024 · 57th

  • EBSA $9M
  • PART 2,024
  • TYPE 57th
  • NET ESOP
  • BOOK near Central Coating Technologies, Inc. Employee Stock Ownership Plan
  • VS-ST ind #3322

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 Indiana →

Lgc Associates Employee Stock Ownership Plan in the asset neighbourhood

Lgc Associates Employee Stock Ownership PlanLgc Associates Employee Stoc…$9MCentral Coating Technologies, Inc. Employee Stock Ownership PlanCentral Coating Technologies…$9MMower Employee Stock Ownership PlanMower Employee Stock Ownersh…$9MSohnen Enterprises, Inc. Employee Stock Ownership PlanSohnen Enterprises, Inc. Emp…$9MInfinite Campus, Inc. Employee Stock Ownership Plan and TrustInfinite Campus, Inc. Employ…$9M
End-of-year total assets ($M) among Lgc Associates Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)-$6M
Net Income-$3M
Employer EIN352151117
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lgc Associates, LLC)

Sponsor-wide plan assets over time

All Lgc Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 58.93562153403774% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $13.2M $5.4M ▼ -58.9%
Year Plans Participants Total Assets
2022 1 1,008 $13M
2023 1 2,024 $9M
2024 1 1,712 $5M

Nearby ESOP Plans in Indiana

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

Lgc Associates Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. 01000200030004000 -0.500.511.522.5 Total assets ($B) Participants Lgc Associates Employee Stock Ownership Plan, Total assets ($B): 0.0091521 · Participants: 2024Lgc Associates Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.921766853 · Participants: 3535Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.36648086 · Participants: 487Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.364505967 · Participants: 1242Nibco Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.138902309 · Participants: 363Superior Industrial Solutions, Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.135390454 · Participants: 558Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan
Lgc Associates Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Lgc Associates Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest ESOP by assets is Central Coating Technologies, Inc. Employee Stock Ownership Plan in MA ($9M); by covered participants it is Superior Consolidated Industries, Inc. Employee Stock Ownership Plan and Trust in IL (2,018 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,024 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 Lgc Associates Employee Stock Ownership Plan assets move in 2023? ▼
Lgc Associates Employee Stock Ownership Plan contracted severely - down 30.4% during 2023, from $13M to $9M. Reported net income was -$3M.
How have Lgc Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lgc Associates, LLC's sponsor-wide assets declined 58.9%, from $13M to $5M.
Which ESOP plans are similar in size to Lgc Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Central Coating Technologies, Inc. Employee Stock Ownership Plan in MA ($9M, 61 participants).
Which ESOP plans cover a similar participant headcount to Lgc Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Superior Consolidated Industries, Inc. Employee Stock Ownership Plan and Trust in IL (2,018 participants, $45M 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 352151117.

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.