ESOP · DOL Form 5500 · 2024

Lbtc Holdings, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
67
Participants Small participant base
40th
Percentile by assets National rank
$66,506
Avg per participant Below avg balance/head
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Official DOL plan name: Lbtc Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Lbtc Holdings, Inc. · Hawaii · Other Services

$4M in assets, 67 participants

Lbtc Holdings, Inc.'s Lbtc Holdings, Inc. Employee Stock Ownership Plan reported $4M in total assets and 67 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #4,831 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Lbtc Holdings, Inc. Employee Stock Ownership Plan ranks #4,831 of 7,719 2024 filers by assets (450% of the sector average)-$4M for 67 participants.

#4,831
in Other Services (7,719 peers)
+156.7%
assets growth YoY

Lbtc Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Other Services and all filers

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

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

$4,455,933 40th percentile higher than 40% 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

Lbtc 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. Lbtc Holdings, Inc. Employee Stock Ownership Plan is a small filing (67 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lbtc Holdings, Inc. Employee Stock Ownership Plan reported net income rose from $507K in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Lbtc Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Lbtc Holdings, Inc. Employee Stock Ownership Plan reported participants fell from 73 in the plan year 2023 filing to 67 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 205511830 · Lbtc Holdings, Inc. PY 2024 · ESOP

Lbtc Holdings, Inc. Employee Stock Ownership Plan · $4M · 67 · 40th

  • BOY $4M
  • SCH 67
  • EBSA 40th
  • PART ESOP
  • TYPE near Brooks Heating and Air Conditioning Employee Stock Ownership Plan
  • NET ind #4831

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 Hawaii →

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

Lbtc Holdings, Inc. Employee Stock Ownership PlanLbtc Holdings, Inc. Employee…$4MEnvironmental Restoration Employee Stock Ownership PlanEnvironmental Restoration Em…$4MBrooks Heating and Air Conditioning Employee Stock Ownership PlanBrooks Heating and Air Condi…$4MArmstrong Engineering Associates, Inc. Employee Stock Ownership PlanArmstrong Engineering Associ…$4MCranes & Equipment Corp. Employee Stock Ownership Plan and TrustCranes & Equipment Corp. Emp…$4M
End-of-year total assets ($M) among Lbtc Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$10M
Net Income$3M
Employer EIN205511830
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lbtc Holdings, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$13M 66.21589442847728% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.76M $12.9M ▲ +66.4%
Year Plans Participants Total Assets
2022 2 140 $8M
2023 2 153 $9M
2024 2 131 $13M

Nearby ESOP Plans in Hawaii

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

Lbtc Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 050010001500 -50050100150200 Total assets ($M) Participants Lbtc Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 4.455933 · Participants: 67Lbtc Holdings, Inc. Employee Stock Ownership PlanBowers & Kubota Consulting, Inc. ESOP, Total assets ($M): 154.495536 · Participants: 280Bowers & Kubota Consulting, Inc. ESOPGpf Life and Health Benefits Company Employee Stock Ownership Plan, Total assets ($M): 141.754844 · Participants: 113Gpf Life and Health Benefits Company Employee Stock Ownership PlanR. M. Towill Corporation Employee Stock Ownership Plan, Total assets ($M): 133.382995 · Participants: 103R. M. Towill Corporation Employee Stock Ownership PlanRoberts Hawaii, Inc. Employee Stock Ownership Plan, Total assets ($M): 129.000134 · Participants: 1128Roberts Hawaii, Inc. Employee Stock Ownership PlanHpm Building Supply Employee Stock Ownership Plan, Total assets ($M): 97.475398 · Participants: 436Hpm Building Supply Employee Stock Ownership Plan
Lbtc Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants
Compare Lbtc Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Hawaii, the nearest ESOP by assets is Brooks Heating and Air Conditioning Employee Stock Ownership Plan in LA ($4M); by covered participants it is American Bank Employee Stock Ownership Plan in PA (67 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (67 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 Lbtc Holdings, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Lbtc Holdings, Inc. Employee Stock Ownership Plan surged - up 156.7% during 2024, from $2M to $4M. Reported net income was $3M.
How have Lbtc Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lbtc Holdings, Inc.'s sponsor-wide assets grew 66.2%, from $8M to $13M.
Which ESOP plans are similar in size to Lbtc Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Brooks Heating and Air Conditioning Employee Stock Ownership Plan in LA ($4M, 23 participants).
Which ESOP plans cover a similar participant headcount to Lbtc Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is American Bank Employee Stock Ownership Plan in PA (67 participants, $768K 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 205511830.

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.