ESOP · DOL Form 5500 · 2023

The Levy Company, Inc. ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
143
Participants Small participant base
67th
Percentile by assets National rank
$104,348
Avg per participant Below avg balance/head
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Official DOL plan name: The Levy Company, Inc. Employee Stock Ownership Plan · Sponsored by The Levy Company, Inc. · Texas · Construction

$15M in assets, 143 participants

The Levy Company, Inc.'s The Levy Company, Inc. Employee Stock Ownership Plan reported $15M in total assets and 143 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #5,936 in Construction (9,030 peers)

Coverage in Texas

The Levy Company, Inc. Employee Stock Ownership Plan covers 143 participants in Texas, about 21% of the average Texas filer (state average ~688 per filing). Assets: $15M.

#5,936
in Construction (9,030 peers)
+16.8%
assets growth YoY

The Levy Company, Inc. Employee Stock Ownership Plan's outsized position by total assets

The Levy Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$14,921,708 Top 33% higher than 67% 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

The Levy Company, Inc. Employee Stock Ownership Plan 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. The Levy Company, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (143 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Levy Company, Inc. Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Levy Company, Inc. Employee Stock Ownership Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • The Levy Company, Inc. Employee Stock Ownership Plan reported participants rose from 140 in the plan year 2022 filing to 143 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 742942371 · The Levy Company, Inc. PY 2023 · ESOP

The Levy Company, Inc. Employee Stock Ownership Plan · $15M · 143 · 67th

  • SCH $15M
  • SCH 143
  • SCH 67th
  • SCH ESOP
  • SCH near Airpro Fan & Blower Company Employee Stock Ownership Plan
  • SCH ind #5936

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 Texas →

The Levy Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Daigle Oil Company Employee Stock Ownership PlanDaigle Oil Company Employee …$15MThe Levy Company, Inc. Employee Stock Ownership PlanThe Levy Company, Inc. Emplo…$15MAirpro Fan & Blower Company Employee Stock Ownership PlanAirpro Fan & Blower Company …$15MAmerican Federal Bank Employee Stock Ownership PlanAmerican Federal Bank Employ…$15MBridge Community Bank ESOP$15M
End-of-year total assets ($M) among The Levy Company, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$5M
Net Income$3M
Employer EIN742942371
Plan Effective Date2016-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Levy Company, Inc.)

Sponsor-wide plan assets over time

All The Levy Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 73.53490827179382% vs 2022
2024 filing year
$0M$5M$10M$15M$20M$25M 202220232024 $18M $4.75M ▼ -73.5%
Year Plans Participants Total Assets
2022 2 287 $18M
2023 2 292 $21M
2024 1 165 $5M

Nearby ESOP Plans in Texas

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

The Levy Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants The Levy Company, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.014921708 · Participants: 143The Levy Company, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
The Levy Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare The Levy Company, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

The Levy Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Airpro Fan & Blower Company Employee Stock Ownership Plan in WI ($15M); by covered participants it is Alcoa Electrical Contractor, Inc. Employee Stock Ownership Plan in CA (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 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 The Levy Company, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
The Levy Company, Inc. Employee Stock Ownership Plan grew sharply - up 16.8% during 2023, from $13M to $15M. Reported net income was $3M.
How have The Levy Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Levy Company, Inc.'s sponsor-wide assets declined 73.5%, from $18M to $5M.
Which ESOP plans are similar in size to The Levy Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Airpro Fan & Blower Company Employee Stock Ownership Plan in WI ($15M, 84 participants).
Which ESOP plans cover a similar participant headcount to The Levy Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Alcoa Electrical Contractor, Inc. Employee Stock Ownership Plan in CA (143 participants, $10M 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 742942371.

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.