ESOP · DOL Form 5500 · 2023

Lawrence Companies, Inc. ESOP

Data updated 2026-08-25

$22M
Total assets Small plan by assets
242
Participants Below avg headcount
75th
Percentile by assets National rank
$92,318
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#2,492
in Transportation & Warehousing (3,362 peers)
-16.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Employee Stock Ownership Plan of Lawrence Companies, Inc.'s outsized position 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 $2,050,000,000 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

Employee Stock Ownership Plan of Lawrence Companies, Inc. 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. Employee Stock Ownership Plan of Lawrence Companies, Inc. sits mid-pack in the medium band (242 participants).

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 →

EBSA filing schedule strip

Filing strip 465759341 · Lawrence Companies, Inc. PY 2023 · ESOP

Employee Stock Ownership Plan of Lawrence Companies, Inc. · $22M · 242 · 75th

  • PART $22M
  • TYPE 242
  • NET 75th
  • BOOK ESOP
  • VS-ST near Essa Bank & Trust Employee Stock Ownership Plan
  • BOY ind #2492

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 Virginia →

Employee Stock Ownership Plan of Lawrence Companies, Inc. in the asset neighbourhood

Island Pacific Distributors, Inc Employee Stock Ownership PlanIsland Pacific Distributors,…$22MDks Associates Employee Stock Ownership Plan & TrustDks Associates Employee Stoc…$22MEmployee Stock Ownership Plan of Lawrence Companies, Inc.Employee Stock Ownership Pla…$22MEssa Bank & Trust Employee Stock Ownership PlanEssa Bank & Trust Employee S…$22MLvc Employee Stock Ownership PlanLvc Employee Stock Ownership…$22M
End-of-year total assets ($M) among Employee Stock Ownership Plan of Lawrence Companies, Inc. and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Lawrence Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 12.71653741122739% vs 2022
2024 filing year
$30M$35M$40M 202220232024 $33.3M $37.5M ▲ +12.7%
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 ($B) Participants Employee Stock Ownership Plan of Lawrence Companies, Inc., Total assets ($B): 0.022340948 · Participants: 242Employee Stock Ownership Plan of Lawrence Companies, Inc.Nvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.200416394 · Participants: 6866Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.351932601 · Participants: 1751The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($B): 0.331314714 · Participants: 1782American Systems Corporation Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.321520666 · Participants: 1652Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.320954252 · Participants: 444New River Electrical Corporation Employee Stock Ownership Plan
Employee Stock Ownership Plan of Lawrence Companies, Inc. vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Employee Stock Ownership Plan of Lawrence Companies, Inc. side-by-side with 3 peers →

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

Outside Virginia, the nearest ESOP by assets is Essa Bank & Trust Employee Stock Ownership Plan in PA ($22M); by covered participants it is Moody's Co-Worker Owned Employee Stock Ownership Plan in ME (242 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (242 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 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).
Which ESOP plans cover a similar participant headcount to Employee Stock Ownership Plan of Lawrence Companies, Inc.? ▼
Among ESOP plans in other states, the closest by covered participants is Moody's Co-Worker Owned Employee Stock Ownership Plan in ME (242 participants, $33M 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 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.