ESOP · DOL Form 5500 · 2023

E. F. Lombardi Company ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
21
Participants Small participant base
32nd
Percentile by assets National rank
$106,329
Avg per participant Below avg balance/head
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Official DOL plan name: E. F. Lombardi Company Employee Stock Ownership Plan · Sponsored by E. F. Lombardi Company · North Carolina · Wholesale Trade

$2M in assets, 21 participants

E. F. Lombardi Company's E. F. Lombardi Company Employee Stock Ownership Plan reported $2M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #1,308 in Wholesale Trade (6,309 peers)

E. F. Lombardi Company multi-year trail

E. F. Lombardi Company's plans moved +11.2% in assets from 2022 to 2024; this filing shows E. F. Lombardi Company Employee Stock Ownership Plan at $2M / 21 participants.

#1,308
in Wholesale Trade (6,309 peers)
+0.7%
assets growth YoY

E. F. Lombardi Company Employee Stock Ownership Plan among the smaller filed plans by assets

E. F. Lombardi Company Employee Stock Ownership Plan vs every filed plan by assets

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

$2,232,901 32nd percentile higher than 32% 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

E. F. Lombardi Company Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. E. F. Lombardi Company Employee Stock Ownership Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • E. F. Lombardi Company Employee Stock Ownership Plan reported net income rose from -$94K in the plan year 2022 filing to $16K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 560681082 · E. F. Lombardi Company PY 2023 · ESOP

E. F. Lombardi Company Employee Stock Ownership Plan · $2M · 21 · 32nd

  • BOY $2M
  • SCH 21
  • EBSA 32nd
  • PART ESOP
  • TYPE near Raycon Construction Employee Stock Ownership Plan
  • NET ind #1308

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 →

E. F. Lombardi Company Employee Stock Ownership Plan in the asset neighbourhood

Capture Technologies, Inc. Employee Stock Ownership Plan and TrustCapture Technologies, Inc. E…$2ME. F. Lombardi Company Employee Stock Ownership PlanE. F. Lombardi Company Emplo…$2MRaycon Construction Employee Stock Ownership PlanRaycon Construction Employee…$2MPrairie Mechanical Corporation Employee Stock Ownership Plan and TrustPrairie Mechanical Corporati…$2MMountain Research, Inc. Employee Stock Ownership PlanMountain Research, Inc. Empl…$2M
End-of-year total assets ($M) among E. F. Lombardi Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

E. F. Lombardi Company multi-year asset trail

Sponsor-wide plan assets over time

All E. F. Lombardi Company plans reported in each filing year

Latest sponsor-wide plan assets
$2M 11.23332121506262% vs 2022
2024 filing year
$2.1M$2.2M$2.3M$2.4M$2.5M 202220232024 $2.22M $2.47M ▲ +11.3%
Year Plans Participants Total Assets
2022 1 21 $2M
2023 1 21 $2M
2024 1 23 $2M

E. F. Lombardi Company filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$16K
Employer EIN560681082
Plan Effective Date1988-12-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in North Carolina

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

E. F. Lombardi Company Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -500050010001500 -50050100150200 Total assets ($M) Participants E. F. Lombardi Company Employee Stock Ownership Plan, Total assets ($M): 2.232901 · Participants: 21E. F. Lombardi Company 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
E. F. Lombardi Company Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare E. F. Lombardi Company Employee Stock Ownership Plan side-by-side with 3 peers →

E. F. Lombardi Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Raycon Construction Employee Stock Ownership Plan in MA ($2M); by covered participants it is Valley Premier Bank Employee Stock Ownership Plan & Trust in MN (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 E. F. Lombardi Company Employee Stock Ownership Plan assets move in 2023? ▼
E. F. Lombardi Company Employee Stock Ownership Plan held essentially flat - up 0.7% during 2023, from $2M to $2M. Reported net income was $16K.
How have E. F. Lombardi Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), E. F. Lombardi Company's sponsor-wide assets grew 11.2%, from $2M to $2M.
Which ESOP plans are similar in size to E. F. Lombardi Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Raycon Construction Employee Stock Ownership Plan in MA ($2M, 93 participants).
Which ESOP plans cover a similar participant headcount to E. F. Lombardi Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Valley Premier Bank Employee Stock Ownership Plan & Trust in MN (21 participants, $11M 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 560681082.

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.