ESOP · DOL Form 5500 · 2023
Lsa Associates, Inc. ESOP
Data updated 2026-08-11
- $21M
- Total assets
- 155
- Participants
- 73rd
- Percentile by assets
- $134,796
- Avg per participant
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.
- 73rd percentile by assets (of 127,072 plans)
- #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.
- $21M
- total plan assets (2023 EOY)
- 155
- covered participants
- 73rd
- percentile by assets (of 127,072 plans)
- $134,796
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Lsa Associates, Inc. Employee Stock Ownership Plan reports 155 participants - about 25% of that state average ($21M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $1M |
| Employer EIN | 942341614 |
| Plan Effective Date | 1984-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lsa Associates, Inc.)
| 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
- Parsons Employee Stock Ownership Plan $3.8B · 7,871
- Acco Employee Stock Ownership Plan $1.4B · 1,397
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.1B · 1,700
- Agron, Inc. Employee Stock Ownership Plan $533M · 72
- Recology Employee Stock Ownership Plan $497M · 3,656
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Lsa Associates, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Lsa Associates, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Lsa Associates, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- Lsa Associates, Inc.'s sponsor-wide assets have grown 13.5% since 2022 across 3 plan years on file. More Professional & Technical Services plans