ESOP · DOL Form 5500 · 2024

Lincus, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
29
Participants Small participant base
28th
Percentile by assets National rank
$62,180
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lincus, Inc. Employee Stock Ownership Plan · Sponsored by Lincus, Inc. · Arizona · Professional & Technical Services

$2M in assets, 29 participants

Lincus, Inc.'s Lincus, Inc. Employee Stock Ownership Plan reported $2M in total assets and 29 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,824 in Professional & Technical Services (20,173 peers)

Lincus, Inc. multi-year trail

Lincus, Inc.'s plans moved +132.6% in assets from 2022 to 2024; this filing shows Lincus, Inc. Employee Stock Ownership Plan at $2M / 29 participants.

#4,824
in Professional & Technical Services (20,173 peers)
+34.6%
assets growth YoY

Lincus, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Lincus, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,803,225 28th percentile higher than 28% of 123,620 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 2024

Lincus, 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. Lincus, Inc. Employee Stock Ownership Plan is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lincus, Inc. Employee Stock Ownership Plan reported participants rose from 17 in the plan year 2023 filing to 29 in the plan year 2024 filing.
  • Lincus, Inc. Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Lincus, Inc. Employee Stock Ownership Plan reported net income fell from $565K in the plan year 2023 filing to $463K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 470922198 · Lincus, Inc. PY 2024 · ESOP

Lincus, Inc. Employee Stock Ownership Plan · $2M · 29 · 28th

  • SCH $2M
  • EBSA 29
  • PART 28th
  • TYPE ESOP
  • NET near Via Rail Engineering Inc. Employee Stock Ownership Plan
  • BOOK ind #4824

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 →

Lincus, Inc. Employee Stock Ownership Plan in the asset neighbourhood

First National Bank Employee Stock Ownership PlanFirst National Bank Employee…$2MLincus, Inc. Employee Stock Ownership PlanLincus, Inc. Employee Stock …$2MVia Rail Engineering Inc. Employee Stock Ownership PlanVia Rail Engineering Inc. Em…$2MHausbeck Pickle Company Employee Stock Ownership PlanHausbeck Pickle Company Empl…$2MAdvanced Cryogenics Enterprises, Inc. Employee Stock Ownership TrustAdvanced Cryogenics Enterpri…$2M
End-of-year total assets ($M) among Lincus, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Lincus, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lincus, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 132.60756273686764% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.78M $1.8M ▲ +130.8%
Year Plans Participants Total Assets
2022 1 28 $775K
2023 1 17 $1M
2024 1 29 $2M

Lincus, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$463K
Employer EIN470922198
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Arizona

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

Lincus, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Lincus, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.001803225 · Participants: 29Lincus, Inc. Employee Stock Ownership PlanThe Sundt Companies Employee Stock Ownership Plan, Total assets ($B): 1.454509943 · Participants: 3220The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($B): 0.561105831 · Participants: 21253U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.414837473 · Participants: 263Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanWilson Electric Services Corp. Employee Stock Ownership Plan, Total assets ($B): 0.26183793 · Participants: 757Wilson Electric Services Corp. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($B): 0.225590305 · Participants: 1089Pima Medical Institute Employee Stock Ownership Plan
Lincus, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Lincus, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest ESOP by assets is Via Rail Engineering Inc. Employee Stock Ownership Plan in WI ($2M); by covered participants it is Clay County Savings Bank Employee Stock Ownership Plan in MO (29 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lincus, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Lincus, Inc. Employee Stock Ownership Plan surged - up 34.6% during 2024, from $1M to $2M. Reported net income was $463K.
How have Lincus, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lincus, Inc.'s sponsor-wide assets grew 132.6%, from $775K to $2M.
Which ESOP plans are similar in size to Lincus, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Via Rail Engineering Inc. Employee Stock Ownership Plan in WI ($2M, 11 participants).
Which ESOP plans cover a similar participant headcount to Lincus, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Clay County Savings Bank Employee Stock Ownership Plan in MO (29 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 470922198.

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.