ESOP · DOL Form 5500 · 2024

L.a. Fuess Partners Inc. ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
107
Participants Small participant base
68th
Percentile by assets National rank
$163,372
Avg per participant Above avg balance/head
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Official DOL plan name: L.a. Fuess Partners Inc. Employee Stock Ownership Plan · Sponsored by L.a. Fuess Partners Inc. · Texas · Professional & Technical Services

$17M in assets, 107 participants

L.a. Fuess Partners Inc.'s L.a. Fuess Partners Inc. Employee Stock Ownership Plan reported $17M in total assets and 107 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #13,478 in Professional & Technical Services (20,173 peers)

Coverage in Texas

L.a. Fuess Partners Inc. Employee Stock Ownership Plan covers 107 participants in Texas, about 16% of the average Texas filer (state average ~688 per filing). Assets: $17M.

#13,478
in Professional & Technical Services (20,173 peers)
+95.4%
assets growth YoY

L.a. Fuess Partners Inc. Employee Stock Ownership Plan's outsized position by total assets

L.a. Fuess Partners Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$17,480,850 Top 32% higher than 68% 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

L.a. Fuess Partners Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. L.a. Fuess Partners Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • L.a. Fuess Partners Inc. Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • L.a. Fuess Partners Inc. Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • L.a. Fuess Partners Inc. Employee Stock Ownership Plan reported participants rose from 97 in the plan year 2023 filing to 107 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 751676101 · L.a. Fuess Partners Inc. PY 2024 · ESOP

L.a. Fuess Partners Inc. Employee Stock Ownership Plan · $17M · 107 · 68th

  • EOY $17M
  • 5500 107
  • ASSETS 68th
  • PCT ESOP
  • EIN near Margaretville Telephone Co., Inc. Employee Stock Ownership Plan
  • RANK ind #13478

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 →

L.a. Fuess Partners Inc. Employee Stock Ownership Plan in the asset neighbourhood

Caesar Creek Software Employee Stock Ownership PlanCaesar Creek Software Employ…$17MRamler Holdings, Inc. Employee Stock Ownership PlanRamler Holdings, Inc. Employ…$17ML.a. Fuess Partners Inc. Employee Stock Ownership PlanL.a. Fuess Partners Inc. Emp…$17MMargaretville Telephone Co., Inc. Employee Stock Ownership PlanMargaretville Telephone Co.,…$17MPiece Management, Inc. Employee Stock Ownership PlanPiece Management, Inc. Emplo…$17M
End-of-year total assets ($M) among L.a. Fuess Partners Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$17M
Net Income$9M
Employer EIN751676101
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (L.a. Fuess Partners Inc.)

Sponsor-wide plan assets over time

All L.a. Fuess Partners Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 560.227176502566% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $6.41M $42.3M ▲ +560.5%
Year Plans Participants Total Assets
2022 1 87 $6M
2023 1 97 $9M
2024 2 215 $42M

Nearby ESOP Plans in Texas

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

L.a. Fuess Partners Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants L.a. Fuess Partners Inc. Employee Stock Ownership Plan, Total assets ($B): 0.01748085 · Participants: 107L.a. Fuess Partners Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
L.a. Fuess Partners Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare L.a. Fuess Partners Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

L.a. Fuess Partners Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Margaretville Telephone Co., Inc. Employee Stock Ownership Plan in NY ($17M); by covered participants it is Engineering Industries, Inc. Employee Stock Ownership Plan in WI (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 L.a. Fuess Partners Inc. Employee Stock Ownership Plan assets move in 2024? ▼
L.a. Fuess Partners Inc. Employee Stock Ownership Plan surged - up 95.4% during 2024, from $9M to $17M. Reported net income was $9M.
How have L.a. Fuess Partners Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), L.a. Fuess Partners Inc.'s sponsor-wide assets grew 560.2%, from $6M to $42M.
Which ESOP plans are similar in size to L.a. Fuess Partners Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Margaretville Telephone Co., Inc. Employee Stock Ownership Plan in NY ($17M, 42 participants).
Which ESOP plans cover a similar participant headcount to L.a. Fuess Partners Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Engineering Industries, Inc. Employee Stock Ownership Plan in WI (107 participants, $19M 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 751676101.

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.