ESOP · DOL Form 5500 · 2024

Lushin and Associates, Inc. ESOP

Data updated 2026-08-25

$289K
Total assets Small plan by assets
19
Participants Small participant base
13th
Percentile by assets National rank
$15,211
Avg per participant Low balance/head
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Official DOL plan name: Lushin and Associates, Inc. Employee Stock Ownership Plan · Sponsored by Lushin and Associates, Inc. · Indiana · Professional & Technical Services

$289K in assets, 19 participants

Lushin and Associates, Inc.'s Lushin and Associates, Inc. Employee Stock Ownership Plan reported $289K in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 13th 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.

  • #2,093 in Professional & Technical Services (20,173 peers)

Lushin and Associates, Inc. multi-year trail

Lushin and Associates, Inc.'s plans moved -63.7% in assets from 2023 to 2024; this filing shows Lushin and Associates, Inc. Employee Stock Ownership Plan at $289K / 19 participants.

#2,093
in Professional & Technical Services (20,173 peers)
-63.7%
assets change YoY

The plan reported a net loss of $500K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lushin and Associates, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Lushin and Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$289,001 13th percentile higher than 13% 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

Lushin and Associates, 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. Lushin and Associates, 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

  • Lushin and Associates, Inc. Employee Stock Ownership Plan reported net income fell from $578K in the plan year 2023 filing to -$500K in the plan year 2024 filing.
  • Lushin and Associates, Inc. Employee Stock Ownership Plan end-of-year assets fell from $797K in the plan year 2023 filing to $289K in the plan year 2024 filing.
  • Lushin and Associates, Inc. Employee Stock Ownership Plan reported participants rose from N/A in the plan year 2023 filing to 19 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 352034155 · Lushin and Associates, Inc. PY 2024 · ESOP

Lushin and Associates, Inc. Employee Stock Ownership Plan · $289K · 19 · 13th

  • EOY $289K
  • EOY 19
  • EOY 13th
  • EOY ESOP
  • EOY near Sjh Derm, Inc. Employee Stock Ownership Plan
  • EOY ind #2093

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 →

Lushin and Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Lushin and Associates, Inc. Employee Stock Ownership PlanLushin and Associates, Inc. …$289KSjh Derm, Inc. Employee Stock Ownership PlanSjh Derm, Inc. Employee Stoc…$290KSee Water, Inc. Employee Stock Ownership PlanSee Water, Inc. Employee Sto…$288KBank of Walker County Employee Stock Ownership PlanBank of Walker County Employ…$287KAtlapac Trading Company, Inc. Employee Stock Ownership Plan and TrustAtlapac Trading Company, Inc…$287K
End-of-year total assets ($M) among Lushin and Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Lushin and Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lushin and Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$289K 63.73889585947302% vs 2023
2024 filing year
$0.2M$0.4M$0.6M$0.8M$1M 20232024 $0.8M $0.29M ▼ -63.7%
Year Plans Participants Total Assets
2023 1 N/A $797K
2024 1 19 $289K

Lushin and Associates, Inc. filing trail (2024)

Total Assets (Beginning of Year)$797K
Net Assets (End of Year)$78K
Net Income-$500K
Employer EIN352034155
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

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

Lushin and Associates, 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 ($B) Participants Lushin and Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000289001 · Participants: 19Lushin and Associates, 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
Lushin and Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Lushin and Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest ESOP by assets is Sjh Derm, Inc. Employee Stock Ownership Plan in IL ($290K); 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 Lushin and Associates, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Lushin and Associates, Inc. Employee Stock Ownership Plan contracted severely - down 63.7% during 2024, from $797K to $289K. Reported net income was -$500K.
How have Lushin and Associates, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Lushin and Associates, Inc.'s sponsor-wide assets declined 63.7%, from $797K to $289K.
Where does Lushin and Associates, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Lushin and Associates, Inc. Employee Stock Ownership Plan ranks in the 13th 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 Lushin and Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Sjh Derm, Inc. Employee Stock Ownership Plan in IL ($290K, 181 participants).
Which ESOP plans cover a similar participant headcount to Lushin and Associates, 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 352034155.

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.