ESOP · DOL Form 5500 · 2024
Lehigh Valley Technical Associates, Inc. ESOP
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 32
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $34,637
- Avg per participant Low balance/head
Official DOL plan name: Lehigh Valley Technical Associates, Inc. Employee Stock Ownership Plan · Sponsored by Lehigh Valley Technical Associates, Inc. · Pennsylvania · Professional & Technical Services
$1M in assets, 32 participants
Lehigh Valley Technical Associates, Inc.'s Lehigh Valley Technical Associates, Inc. Employee Stock Ownership Plan reported $1M in total assets and 32 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.
- #3,840 in Professional & Technical Services (20,173 peers)
Lehigh Valley Technical Associates, Inc. multi-year trail
Lehigh Valley Technical Associates, Inc.'s plans moved +567.7% in assets from 2023 to 2024; this filing shows Lehigh Valley Technical Associates, Inc. Employee Stock Ownership Plan at $1M / 32 participants.
- #3,840
- in Professional & Technical Services (20,173 peers)
- +567.7%
- assets growth YoY
Lehigh Valley Technical Associates, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Lehigh Valley Technical Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,108,370 24th percentile higher than 24% 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
Lehigh Valley Technical Associates, 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. Lehigh Valley Technical Associates, Inc. Employee Stock Ownership Plan is a small filing (32 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lehigh Valley Technical Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $166K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Lehigh Valley Technical Associates, Inc. Employee Stock Ownership Plan reported net income rose from $166K in the plan year 2023 filing to $942K in the plan year 2024 filing.
- Lehigh Valley Technical Associates, Inc. Employee Stock Ownership Plan reported participants rose from N/A in the plan year 2023 filing to 32 in the plan year 2024 filing.
DOL schedule card
Filing strip 743070674 · Lehigh Valley Technical Associates, Inc. PY 2024 · ESOP
Lehigh Valley Technical Associates, Inc. Employee Stock Ownership Plan · $1M · 32 · 24th
- EBSA $1M
- PART 32
- TYPE 24th
- NET ESOP
- BOOK near Citizens Bank & Trust of Vivian Employee Stock Ownership Plan
- VS-ST ind #3840
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 Pennsylvania →
Lehigh Valley Technical Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Lehigh Valley Technical Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Lehigh Valley Technical Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 567.6927710843373% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | N/A | $166K |
| 2024 | 1 | 32 | $1M |
Lehigh Valley Technical Associates, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $166K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $942K |
| Employer EIN | 743070674 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Pennsylvania
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Wawa, Inc. Employee Stock Ownership Plan $5.5B · 37,745
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.8B · 544
- Sheetz, Inc. Employee Stock Ownership Plan $721M · 14,939
- Centimark Corporation Employee Stock Ownership Plan and Trust $680M · 2,444
- D & H Employee Stock Ownership Plan $314M · 1,459
Lehigh Valley Technical Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Pennsylvania, the nearest ESOP by assets is Citizens Bank & Trust of Vivian Employee Stock Ownership Plan in LA ($1M); by covered participants it is Apache Pipelines, Inc. Employee Stock Ownership Plan in AZ (32 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
- Citizens Bank & Trust of Vivian Employee Stock Ownership Plan (LA) $1M · 37
- Management & Engineering Technologies International, Inc. Employee Stock Ownership Plan (TX) $1M · 119
- Netria Corporation Employee Stock Ownership Plan (NH) $1M · 13
- Central Meat and Provisions Company Employee Stock Ownership Plan (CA) $1M · 2
Similar participant headcount
Nearest other-state filings by covered participants (32 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.