ESOP · DOL Form 5500 · 2024
R. C. Lurie Company, Inc. ESOP
Data updated 2026-08-25
- $103M
- Total assets Near avg plan size
- 69
- Participants Small participant base
- 91st
- Percentile by assets National rank
- $1.5M
- Avg per participant High balance/head
Official DOL plan name: R. C. Lurie Company, Inc. Employee Stock Ownership Plan · Sponsored by R. C. Lurie Company, Inc. · Arizona · Wholesale Trade
$103M in assets, 69 participants
R. C. Lurie Company, Inc.'s R. C. Lurie Company, Inc. Employee Stock Ownership Plan reported $103M in total assets and 69 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #5,623 in Wholesale Trade (6,080 peers)
Where R. C. Lurie Company, Inc. Employee Stock Ownership Plan sits by assets
R. C. Lurie Company, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $103M for 69 participants (~$1.5M/participant), up 15.4% in 2024.
- #5,623
- in Wholesale Trade (6,080 peers)
- +15.4%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
R. C. Lurie Company, Inc. Employee Stock Ownership Plan's outsized position by total assets
R. C. Lurie Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$102,909,295 Top 9% higher than 91% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
R. C. Lurie Company, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. R. C. Lurie Company, Inc. Employee Stock Ownership Plan is a small filing (69 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- R. C. Lurie Company, Inc. Employee Stock Ownership Plan end-of-year assets rose from $89M in the plan year 2023 filing to $103M in the plan year 2024 filing.
- R. C. Lurie Company, Inc. Employee Stock Ownership Plan reported net income fell from $15M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- R. C. Lurie Company, Inc. Employee Stock Ownership Plan reported participants fell from 71 in the plan year 2023 filing to 69 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 860278523 · R. C. Lurie Company, Inc. PY 2024 · ESOP
R. C. Lurie Company, Inc. Employee Stock Ownership Plan · $103M · 69 · 91st
- 5500 $103M
- ASSETS 69
- PCT 91st
- EIN ESOP
- RANK near Mrmc ESOP
- PHOTO ind #5623
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 Arizona →
R. C. Lurie Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $89M |
|---|---|
| Net Assets (End of Year) | $98M |
| Net Income | $14M |
| Employer EIN | 860278523 |
| Plan Effective Date | 2005-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (R. C. Lurie Company, Inc.)
Sponsor-wide plan assets over time
All R. C. Lurie Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $103M 37.34633714388504% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 65 | $75M |
| 2023 | 1 | 71 | $89M |
| 2024 | 1 | 69 | $103M |
Nearby ESOP Plans in Arizona
Peer ESOP plans, same state, same plan type, ranked by total assets.
- The Sundt Companies Employee Stock Ownership Plan $1.5B · 3,220
- U-Haul Holding Company Employee Stock Ownership Plan $561M · 21,253
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan $415M · 263
- Wilson Electric Services Corp. Employee Stock Ownership Plan $262M · 757
- Pima Medical Institute Employee Stock Ownership Plan $226M · 1,089
R. C. Lurie Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Arizona, the nearest ESOP by assets is Mrmc ESOP in TX ($103M); by covered participants it is Valco and A&e Employee Stock Ownership Plan in OH (69 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($103M here).
- Mrmc ESOP (TX) $103M · 1,123
- Central Moloney, Inc. Salaried Employee Stock Ownership Plan and Trust (AR) $103M · N/A
- Alliance Material Handling Employee Stock Ownership Plan (MD) $103M · 293
- Ai Industries, Inc. Employee Stock Ownership Plan (CA) $103M · 120
Similar participant headcount
Nearest other-state filings by covered participants (69 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.