ESOP · DOL Form 5500 · 2024

Lieberman Holdings, Inc. ESOP

Data updated 2026-08-25

$950K
Total assets Small plan by assets
19
Participants Small participant base
23rd
Percentile by assets National rank
$50,000
Avg per participant Low balance/head
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Official DOL plan name: Lieberman Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Lieberman Holdings, Inc. · Indiana · Professional & Technical Services

$950K in assets, 19 participants

Lieberman Holdings, Inc.'s Lieberman Holdings, Inc. Employee Stock Ownership Plan reported $950K in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,576 in Professional & Technical Services (20,173 peers)

Lieberman Holdings, Inc. multi-year trail

Lieberman Holdings, Inc.'s plans moved +134.6% in assets from 2023 to 2024; this filing shows Lieberman Holdings, Inc. Employee Stock Ownership Plan at $950K / 19 participants.

#3,576
in Professional & Technical Services (20,173 peers)
+134.6%
assets growth YoY

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

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

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

$950,000 23rd percentile higher than 23% 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

Lieberman Holdings, 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. Lieberman Holdings, Inc. Employee Stock Ownership Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lieberman Holdings, Inc. Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2023 filing to $736K in the plan year 2024 filing.
  • Lieberman Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $405K in the plan year 2023 filing to $950K in the plan year 2024 filing.
  • Lieberman Holdings, Inc. Employee Stock Ownership Plan reported participants fell from 22 in the plan year 2023 filing to 19 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 932525488 · Lieberman Holdings, Inc. PY 2024 · ESOP

Lieberman Holdings, Inc. Employee Stock Ownership Plan · $950K · 19 · 23rd

  • EOY $950K
  • 5500 19
  • ASSETS 23rd
  • PCT ESOP
  • EIN near Hendy Employee Stock Ownership Plan
  • RANK ind #3576

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 Indiana →

Lieberman Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Lieberman Holdings, Inc. Employee Stock Ownership PlanLieberman Holdings, Inc. Emp…$950KHendy Employee Stock Ownership PlanHendy Employee Stock Ownersh…$950KLaminate Technologies Holdings, Inc. Employee Stock Ownership PlanLaminate Technologies Holdin…$951KSdr Transportation Holdings, Inc. Employee Stock Ownership PlanSdr Transportation Holdings,…$948KSsb Bank Employee Stock Ownership PlanSsb Bank Employee Stock Owne…$947K
End-of-year total assets ($M) among Lieberman Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Lieberman Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lieberman Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$950K 134.5679012345679% vs 2023
2024 filing year
$0.2M$0.4M$0.6M$0.8M$1M$1.2M 20232024 $0.41M $0.95M ▲ +131.7%
Year Plans Participants Total Assets
2023 1 22 $405K
2024 1 19 $950K

Lieberman Holdings, Inc. filing trail (2024)

Total Assets (Beginning of Year)$405K
Net Assets (End of Year)-$959K
Net Income$736K
Employer EIN932525488
Plan Effective Date2023-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

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

Lieberman Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.522.5 Total assets ($B) Participants Lieberman Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00095 · Participants: 19Lieberman Holdings, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 2.185109137 · Participants: 4295Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.432438721 · Participants: 509Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.376983564 · Participants: 1370Nibco Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.170278352 · Participants: 622Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership PlanErmco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.151428287 · Participants: 123Ermco, Inc. Employee Stock Ownership Plan
Lieberman Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Lieberman Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest ESOP by assets is Hendy Employee Stock Ownership Plan in CA ($950K); by covered participants it is Equinox Information Systems, Inc. Employee Stock Ownership Plan in TN (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Lieberman Holdings, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Lieberman Holdings, Inc. Employee Stock Ownership Plan surged - up 134.6% during 2024, from $405K to $950K. Reported net income was $736K.
How have Lieberman Holdings, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Lieberman Holdings, Inc.'s sponsor-wide assets grew 134.6%, from $405K to $950K.
Where does Lieberman Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Lieberman Holdings, Inc. Employee Stock Ownership Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Lieberman Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hendy Employee Stock Ownership Plan in CA ($950K, 36 participants).
Which ESOP plans cover a similar participant headcount to Lieberman Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Equinox Information Systems, Inc. Employee Stock Ownership Plan in TN (19 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 932525488.

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.