ESOP · DOL Form 5500 · 2023

Ltm Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
184
Participants Below avg headcount
40th
Percentile by assets National rank
$20,816
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ltm Inc. Employee Stock Ownership Plan · Sponsored by Ltm Inc. · North Carolina · Professional & Technical Services

$4M in assets, 184 participants

Ltm Inc.'s Ltm Inc. Employee Stock Ownership Plan reported $4M in total assets and 184 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,476 in Professional & Technical Services (20,321 peers)

Coverage in North Carolina

Ltm Inc. Employee Stock Ownership Plan covers 184 participants in North Carolina, about 22% of the average North Carolina filer (state average ~819 per filing). Assets: $4M.

#7,476
in Professional & Technical Services (20,321 peers)
+29.2%
assets growth YoY

Ltm Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Ltm Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,830,136 40th percentile higher than 40% 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

Ltm 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. Ltm Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (184 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ltm Inc. Employee Stock Ownership Plan reported net income rose from $867K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Ltm Inc. Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Ltm Inc. Employee Stock Ownership Plan reported participants fell from 191 in the plan year 2022 filing to 184 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 541703253 · Ltm Inc. PY 2023 · ESOP

Ltm Inc. Employee Stock Ownership Plan · $4M · 184 · 40th

  • SCH $4M
  • SCH 184
  • SCH 40th
  • SCH ESOP
  • SCH near Salisbury Bank and Trust Company Employee Stock Ownership Plan
  • SCH ind #7476

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 North Carolina →

Ltm Inc. Employee Stock Ownership Plan in the asset neighbourhood

Erect-a-Tube, Inc. Employee Stock Ownership PlanErect-a-Tube, Inc. Employee …$4MLtm Inc. Employee Stock Ownership PlanLtm Inc. Employee Stock Owne…$4MSalisbury Bank and Trust Company Employee Stock Ownership PlanSalisbury Bank and Trust Com…$4MCampbell Lumber & Supply Co., Inc. Employee Stock Ownership Plan & TrustCampbell Lumber & Supply Co.…$4MAccutrex Products, Inc. Employees Stock Ownership PlanAccutrex Products, Inc. Empl…$4M
End-of-year total assets ($M) among Ltm Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income$2M
Employer EIN541703253
Plan Effective Date2007-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ltm Inc.)

Sponsor-wide plan assets over time

All Ltm Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 40.506849734043264% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $14.9M $21M ▲ +40.5%
Year Plans Participants Total Assets
2022 2 447 $15M
2023 2 420 $19M
2024 2 505 $21M

Nearby ESOP Plans in North Carolina

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

Ltm Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. 050010001500 -50050100150200 Total assets ($M) Participants Ltm Inc. Employee Stock Ownership Plan, Total assets ($M): 3.830136 · Participants: 184Ltm Inc. Employee Stock Ownership PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 181.705477 · Participants: 1330Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustEcmd, Inc. Employee Stock Ownership Plan, Total assets ($M): 131.739406 · Participants: 922Ecmd, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.490037 · Participants: 1028Precision Walls, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 102.100516 · Participants: 273Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 85.875992 · Participants: 144State Utility Contractors, Inc. Employee Stock Ownership Plan
Ltm Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Ltm Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest ESOP by assets is Salisbury Bank and Trust Company Employee Stock Ownership Plan in CT ($4M); by covered participants it is Dennis Beverage Company Employee Stock Ownership Plan in ME (184 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (184 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 Ltm Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Ltm Inc. Employee Stock Ownership Plan grew sharply - up 29.2% during 2023, from $3M to $4M. Reported net income was $2M.
How have Ltm Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ltm Inc.'s sponsor-wide assets grew 40.5%, from $15M to $21M.
Which ESOP plans are similar in size to Ltm Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Salisbury Bank and Trust Company Employee Stock Ownership Plan in CT ($4M, 147 participants).
Which ESOP plans cover a similar participant headcount to Ltm Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Dennis Beverage Company Employee Stock Ownership Plan in ME (184 participants, $14M 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 541703253.

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.