ESOP · DOL Form 5500 · 2024

Lewis & Tibbitts, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
25
Participants Small participant base
45th
Percentile by assets National rank
$230,930
Avg per participant Above avg balance/head
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Official DOL plan name: Lewis & Tibbitts, Inc. Employee Stock Ownership Plan · Sponsored by Lewis & Tibbitts, Inc. · California · Construction

$6M in assets, 25 participants

Lewis & Tibbitts, Inc.'s Lewis & Tibbitts, Inc. Employee Stock Ownership Plan reported $6M in total assets and 25 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #3,903 in Construction (9,039 peers)

What the 2024 filing shows

Lewis & Tibbitts, Inc. Employee Stock Ownership Plan holds $6M for 25 participants - about $230,930 per participant, in the lower half of filed plans by assets.

#3,903
in Construction (9,039 peers)
-7.4%
assets change YoY

The plan reported a net loss of $508K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lewis & Tibbitts, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Lewis & Tibbitts, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,773,254 45th percentile higher than 45% 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

Lewis & Tibbitts, 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. Lewis & Tibbitts, Inc. Employee Stock Ownership Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lewis & Tibbitts, Inc. Employee Stock Ownership Plan reported net income fell from $461K in the plan year 2023 filing to -$508K in the plan year 2024 filing.
  • Lewis & Tibbitts, Inc. Employee Stock Ownership Plan end-of-year assets fell from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 942195160 · Lewis & Tibbitts, Inc. PY 2024 · ESOP

Lewis & Tibbitts, Inc. Employee Stock Ownership Plan · $6M · 25 · 45th

  • EOY $6M
  • 5500 25
  • ASSETS 45th
  • PCT ESOP
  • EIN near Rp Oak Hill Building Company Employee Stock Ownership Plan
  • RANK ind #3903

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 California →

Lewis & Tibbitts, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Southwest Security, Inc. Employee Stock Ownership PlanSouthwest Security, Inc. Emp…$6MHughes-Anderson Employee Stock Ownership PlanHughes-Anderson Employee Sto…$6MLewis & Tibbitts, Inc. Employee Stock Ownership PlanLewis & Tibbitts, Inc. Emplo…$6MRp Oak Hill Building Company Employee Stock Ownership PlanRp Oak Hill Building Company…$6MCharter Roofing Co., Inc. Employee Stock Ownership PlanCharter Roofing Co., Inc. Em…$6M
End-of-year total assets ($M) among Lewis & Tibbitts, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$508K
Employer EIN942195160
Plan Effective Date1979-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lewis & Tibbitts, Inc.)

Sponsor-wide plan assets over time

All Lewis & Tibbitts, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 6.960762794709326% vs 2022
2024 filing year
$5.6M$5.8M$6M$6.2M$6.4M 202220232024 $6.21M $5.77M ▼ -7.1%
Year Plans Participants Total Assets
2022 1 23 $6M
2023 1 25 $6M
2024 1 25 $6M

Nearby ESOP Plans in California

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

Lewis & Tibbitts, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Lewis & Tibbitts, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.005773254 · Participants: 25Lewis & Tibbitts, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Lewis & Tibbitts, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Lewis & Tibbitts, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Rp Oak Hill Building Company Employee Stock Ownership Plan in NY ($6M); by covered participants it is Panhandle Implement Company, Inc. Employee Stock Ownership Plan in TX (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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.

Frequently Asked Questions

How did Lewis & Tibbitts, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Lewis & Tibbitts, Inc. Employee Stock Ownership Plan pulled back noticeably - down 7.4% during 2024, from $6M to $6M. Reported net income was -$508K.
How have Lewis & Tibbitts, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lewis & Tibbitts, Inc.'s sponsor-wide assets declined 7.0%, from $6M to $6M.
Which ESOP plans are similar in size to Lewis & Tibbitts, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Rp Oak Hill Building Company Employee Stock Ownership Plan in NY ($6M, 49 participants).
Which ESOP plans cover a similar participant headcount to Lewis & Tibbitts, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Panhandle Implement Company, Inc. Employee Stock Ownership Plan in TX (25 participants, $2M 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 942195160.

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.