ESOP · DOL Form 5500 · 2024

Lantz Construction Company ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
108
Participants Small participant base
70th
Percentile by assets National rank
$178,655
Avg per participant Above avg balance/head
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Official DOL plan name: Lantz Construction Company Employee Stock Ownership Plan and Trust · Sponsored by Lantz Construction Company · Virginia · Construction

$19M in assets, 108 participants

Lantz Construction Company's Lantz Construction Company Employee Stock Ownership Plan and Trust reported $19M in total assets and 108 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #6,187 in Construction (9,039 peers)

Coverage in Virginia

Lantz Construction Company Employee Stock Ownership Plan and Trust covers 108 participants in Virginia, about 14% of the average Virginia filer (state average ~782 per filing). Assets: $19M.

#6,187
in Construction (9,039 peers)
-0.9%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lantz Construction Company Employee Stock Ownership Plan and Trust's outsized position by total assets

Lantz Construction Company Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$19,294,752 Top 30% higher than 70% 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

Lantz Construction Company Employee Stock Ownership Plan and Trust 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. Lantz Construction Company Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lantz Construction Company Employee Stock Ownership Plan and Trust reported net income fell from $3M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
  • Lantz Construction Company Employee Stock Ownership Plan and Trust reported participants rose from 98 in the plan year 2023 filing to 108 in the plan year 2024 filing.
  • Lantz Construction Company Employee Stock Ownership Plan and Trust end-of-year assets fell from $19M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 540679259 · Lantz Construction Company PY 2024 · ESOP

Lantz Construction Company Employee Stock Ownership Plan and Trust · $19M · 108 · 70th

  • 5500 $19M
  • 5500 108
  • 5500 70th
  • 5500 ESOP
  • 5500 near Lincoln Builders, Inc. Employee Stock Ownership Plan
  • 5500 ind #6187

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 Virginia →

Lantz Construction Company Employee Stock Ownership Plan and Trust in the asset neighbourhood

Lincoln Builders, Inc. Employee Stock Ownership PlanLincoln Builders, Inc. Emplo…$19MLantz Construction Company Employee Stock Ownership Plan and TrustLantz Construction Company E…$19MBcp Dagny Holdings Inc Employee Stock Ownership PlanBcp Dagny Holdings Inc Emplo…$19MRumsey Construction Employee Stock Ownership PlanRumsey Construction Employee…$19MSoco Construction Company Employee Stock Ownership PlanSoco Construction Company Em…$19M
End-of-year total assets ($M) among Lantz Construction Company Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$16M
Net Income-$3M
Employer EIN540679259
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lantz Construction Company)

Sponsor-wide plan assets over time

All Lantz Construction Company plans reported in each filing year

Latest sponsor-wide plan assets
$36M 25.23860775970035% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.4M $35.6M ▲ +25.2%
Year Plans Participants Total Assets
2022 2 224 $28M
2023 2 211 $34M
2024 2 224 $36M

Nearby ESOP Plans in Virginia

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

Lantz Construction Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Lantz Construction Company Employee Stock Ownership Plan and Trust, Total assets ($B): 0.019294752 · Participants: 108Lantz Construction Company Employee Stock Ownership Plan and TrustNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.333135639 · Participants: 6515Nvr, Inc. Employee Stock Ownership PlanDelta Star Employee Stock Ownership Plan, Total assets ($B): 0.446814442 · Participants: 222Delta Star Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.407104271 · Participants: 1962Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.385752212 · Participants: 1811The Resorts Companies, Inc. Employee Stock Ownership PlanNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.380000537 · Participants: 458New River Electrical Corporation Employee Stock Ownership Plan
Lantz Construction Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Lantz Construction Company Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Lantz Construction Company Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Lincoln Builders, Inc. Employee Stock Ownership Plan in LA ($19M); by covered participants it is Blue Ridge Employees Stock Ownership Plan in MO (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Lantz Construction Company Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Lantz Construction Company Employee Stock Ownership Plan and Trust held essentially flat - down 0.9% during 2024, from $19M to $19M. Reported net income was -$3M.
How have Lantz Construction Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lantz Construction Company's sponsor-wide assets grew 25.2%, from $28M to $36M.
Which ESOP plans are similar in size to Lantz Construction Company Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Lincoln Builders, Inc. Employee Stock Ownership Plan in LA ($19M, 63 participants).
Which ESOP plans cover a similar participant headcount to Lantz Construction Company Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Blue Ridge Employees Stock Ownership Plan in MO (108 participants, $3M 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 540679259.

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.