ESOP · DOL Form 5500 · 2023

Lsa Associates, Inc. ESOP

Data updated 2026-08-25

$21M
Total assets Small plan by assets
155
Participants Small participant base
73rd
Percentile by assets National rank
$134,796
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lsa Associates, Inc. Employee Stock Ownership Plan · Sponsored by Lsa Associates, Inc. · California · Professional & Technical Services

$21M in assets, 155 participants

Lsa Associates, Inc.'s Lsa Associates, Inc. Employee Stock Ownership Plan reported $21M in total assets and 155 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #14,913 in Professional & Technical Services (20,321 peers)

Coverage in California

Lsa Associates, Inc. Employee Stock Ownership Plan covers 155 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $21M.

#14,913
in Professional & Technical Services (20,321 peers)
+2.8%
assets growth YoY

Lsa Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets

Lsa Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$20,893,432 Top 27% higher than 73% 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

Lsa Associates, Inc. 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. Lsa Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (155 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lsa Associates, Inc. Employee Stock Ownership Plan reported net income rose from -$383K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Lsa Associates, Inc. Employee Stock Ownership Plan reported participants fell from 176 in the plan year 2022 filing to 155 in the plan year 2023 filing.
  • Lsa Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $20M in the plan year 2022 filing to $21M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 942341614 · Lsa Associates, Inc. PY 2023 · ESOP

Lsa Associates, Inc. Employee Stock Ownership Plan · $21M · 155 · 73rd

  • RANK $21M
  • RANK 155
  • RANK 73rd
  • RANK ESOP
  • RANK near International Decorators, Inc. Employee Stock Ownership Plan
  • RANK ind #14913

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 →

Lsa Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Bremer Financial Corporation Employee Stock Ownership PlanBremer Financial Corporation…$21MNlogic, Inc. Employee Stock Ownership PlanNlogic, Inc. Employee Stock …$21MLsa Associates, Inc. Employee Stock Ownership PlanLsa Associates, Inc. Employe…$21MInternational Decorators, Inc. Employee Stock Ownership PlanInternational Decorators, In…$21MStevens Industries, Inc. Employee Stock Ownership PlanStevens Industries, Inc. Emp…$21M
End-of-year total assets ($M) among Lsa Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$21M
Net Income$1M
Employer EIN942341614
Plan Effective Date1984-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lsa Associates, Inc.)

Sponsor-wide plan assets over time

All Lsa Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$100M 13.532068041323097% vs 2022
2024 filing year
$85M$90M$95M$100M$105M 202220232024 $88.2M $100M ▲ +13.5%
Year Plans Participants Total Assets
2022 2 352 $88M
2023 2 321 $97M
2024 2 315 $100M

Nearby ESOP Plans in California

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

Lsa Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Lsa Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.020893432 · Participants: 155Lsa Associates, Inc. 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
Lsa Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Lsa Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Lsa Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is International Decorators, Inc. Employee Stock Ownership Plan in IL ($21M); by covered participants it is Mayo Construction Company, Inc. Employee Stock Ownership Plan and Trust in ND (155 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (155 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 Lsa Associates, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Lsa Associates, Inc. Employee Stock Ownership Plan edged up modestly - up 2.8% during 2023, from $20M to $21M. Reported net income was $1M.
How have Lsa Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lsa Associates, Inc.'s sponsor-wide assets grew 13.5%, from $88M to $100M.
Which ESOP plans are similar in size to Lsa Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is International Decorators, Inc. Employee Stock Ownership Plan in IL ($21M, 42 participants).
Which ESOP plans cover a similar participant headcount to Lsa Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mayo Construction Company, Inc. Employee Stock Ownership Plan and Trust in ND (155 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 942341614.

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.