ESOP · DOL Form 5500 · 2023

Lawrence Companies, Inc. ESOP

Data updated 2026-08-11

$22M
Total assets
242
Participants
75th
Percentile by assets
$92,318
Avg per participant
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Official DOL plan name: Employee Stock Ownership Plan of Lawrence Companies, Inc. · Sponsored by Lawrence Companies, Inc. · Virginia · Transportation & Warehousing

$22M in assets, 242 participants

Lawrence Companies, Inc.'s Employee Stock Ownership Plan of Lawrence Companies, Inc. reported $22M in total assets and 242 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • 75th percentile by assets (of 127,072 plans)
  • #2,492 in Transportation & Warehousing (3,362 peers)

Coverage in Virginia

Employee Stock Ownership Plan of Lawrence Companies, Inc. covers 242 participants in Virginia, about 31% of the average Virginia filer (state average ~782 per filing). Assets: $22M.

$22M
total plan assets (2023 EOY)
242
covered participants
75th
percentile by assets (of 127,072 plans)
$92,318
avg assets per participant

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Employee Stock Ownership Plan of Lawrence Companies, Inc. sits by total assets

Employee Stock Ownership Plan of Lawrence Companies, Inc. vs every filed plan by assets

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

$22,340,948 Top 25% higher than 75% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employee Stock Ownership Plan of Lawrence Companies, Inc. reported net income fell from -$686K in the plan year 2022 filing to -$4M in the plan year 2023 filing.
  • Employee Stock Ownership Plan of Lawrence Companies, Inc. end-of-year assets fell from $27M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Employee Stock Ownership Plan of Lawrence Companies, Inc. reported participants rose from 238 in the plan year 2022 filing to 242 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Virginia
Industry
Transportation & Warehousing

Participants vs Virginia filers

In Virginia, the average filing covers about 782 participants across 3,655 plans. Employee Stock Ownership Plan of Lawrence Companies, Inc. reports 242 participants - about 31% of that state average ($22M EOY assets).

Virginia filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$19M
Net Income-$4M
Employer EIN465759341
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lawrence Companies, Inc.)

$30M$35M$40M 202220232024 $33.3M $37.5M ▲ +12.7%
Total plan assets by year, all Lawrence Companies, Inc. plans on file
Year Plans Participants Total Assets
2022 2 509 $33M
2023 2 540 $31M
2024 2 501 $38M

Nearby ESOP Plans in Virginia

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

Employee Stock Ownership Plan of Lawrence Companies, Inc. vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Employee Stock Owner…, Total assets ($B): 0.022340948 · Participants: 242Employee Stock Owner…Nvr, Inc. Employee S…, Total assets ($B): 1.200416394 · Participants: 6866Nvr, Inc. Employee S…The Resorts Companie…, Total assets ($B): 0.351932601 · Participants: 1751The Resorts Companie…American Systems Cor…, Total assets ($B): 0.331314714 · Participants: 1782American Systems Cor…Modern Technology So…, Total assets ($B): 0.321520666 · Participants: 1652Modern Technology So…New River Electrical…, Total assets ($B): 0.320954252 · Participants: 444New River Electrical…
Employee Stock Ownership Plan of Lawrence Companies, Inc. vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Employee Stock Ownership Plan of Lawrenc… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Employee Stock Ownership Plan of Lawrence Companies, Inc. by total assets, not by location.

Frequently Asked Questions

How did Employee Stock Ownership Plan of Lawrence Companies, Inc. assets move in 2023? ▼
Employee Stock Ownership Plan of Lawrence Companies, Inc. declined sharply - down 16.1% during 2023, from $27M to $22M. Reported net income was -$4M.
How have Lawrence Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lawrence Companies, Inc.'s sponsor-wide assets grew 12.7%, from $33M to $38M.
Where does Employee Stock Ownership Plan of Lawrence Companies, Inc. rank by assets among Form 5500 filers? ▼
Employee Stock Ownership Plan of Lawrence Companies, Inc. ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Employee Stock Ownership Plan of Lawrence Companies, Inc.? ▼
Among ESOP plans in other states, the closest by assets is Essa Bank & Trust Employee Stock Ownership Plan in PA ($22M, 214 participants).

Next read for Employee Stock Ownership Plan of Lawrenc…

Filing takeaways

Ways to act on Employee Stock Ownership Plan of Lawrence Companies, Inc.'s numbers.

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 465759341.

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.