ESOP · DOL Form 5500 · 2024

Lion Plumbing Supply, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
33
Participants Small participant base
49th
Percentile by assets National rank
$220,042
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lion Plumbing Supply, Inc. Employee Stock Ownership Plan · Sponsored by Lion Plumbing Supply, Inc. · Florida · Wholesale Trade

$7M in assets, 33 participants

Lion Plumbing Supply, Inc.'s Lion Plumbing Supply, Inc. Employee Stock Ownership Plan reported $7M in total assets and 33 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #2,359 in Wholesale Trade (6,080 peers)

What the 2024 filing shows

Lion Plumbing Supply, Inc. Employee Stock Ownership Plan holds $7M for 33 participants - about $220,042 per participant, in the lower half of filed plans by assets.

#2,359
in Wholesale Trade (6,080 peers)
+0.0%
assets growth YoY

Lion Plumbing Supply, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Lion Plumbing Supply, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$7,261,386 49th percentile higher than 49% 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

Lion Plumbing Supply, 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. Lion Plumbing Supply, Inc. Employee Stock Ownership Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lion Plumbing Supply, Inc. Employee Stock Ownership Plan reported participants fell from 34 in the plan year 2023 filing to 33 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 590793339 · Lion Plumbing Supply, Inc. PY 2024 · ESOP

Lion Plumbing Supply, Inc. Employee Stock Ownership Plan · $7M · 33 · 49th

  • EIN $7M
  • RANK 33
  • PHOTO 49th
  • IND ESOP
  • EOY near Rjm Sales, Inc. Employee Stock Ownership Plan
  • 5500 ind #2359

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 Florida →

Lion Plumbing Supply, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Marine Acoustics, Inc. Employee Stock Ownership PlanMarine Acoustics, Inc. Emplo…$7MLion Plumbing Supply, Inc. Employee Stock Ownership PlanLion Plumbing Supply, Inc. E…$7MRjm Sales, Inc. Employee Stock Ownership PlanRjm Sales, Inc. Employee Sto…$7MAj Asphalt Employee Stock Ownership PlanAj Asphalt Employee Stock Ow…$7MQuality Machining, Inc. Employee Stock Ownership PlanQuality Machining, Inc. Empl…$7M
End-of-year total assets ($M) among Lion Plumbing Supply, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Employer EIN590793339
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lion Plumbing Supply, Inc.)

Sponsor-wide plan assets over time

All Lion Plumbing Supply, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 9.771676447819837% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M 202220232024 $8.05M $7.26M ▼ -9.8%
Year Plans Participants Total Assets
2022 1 37 $8M
2023 1 34 $7M
2024 1 33 $7M

Nearby ESOP Plans in Florida

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

Lion Plumbing Supply, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants Lion Plumbing Supply, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.007261386 · Participants: 33Lion Plumbing Supply, Inc. Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 14.286420169 · Participants: 149213Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 1.130328955 · Participants: 16036Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.75388536 · Participants: 354Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.724566492 · Participants: 4730Thirty Fifteen Employee Stock Ownership PlanWestern Global Airlines, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.441212218 · Participants: 353Western Global Airlines, Inc. Employee Stock Ownership Plan
Lion Plumbing Supply, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants

Lion Plumbing Supply, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Rjm Sales, Inc. Employee Stock Ownership Plan in NJ ($7M); by covered participants it is Sundance State Bank Profit Sharing and Employee Stock Ownership Plan in WY (33 participants). Same-state nearby plans are listed separately above.

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 Lion Plumbing Supply, Inc. Employee Stock Ownership Plan assets move in 2024?
Lion Plumbing Supply, Inc. Employee Stock Ownership Plan held essentially flat - up 0.0% during 2024, from $7M to $7M.
How have Lion Plumbing Supply, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Lion Plumbing Supply, Inc.'s sponsor-wide assets declined 9.8%, from $8M to $7M.
Which ESOP plans are similar in size to Lion Plumbing Supply, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Rjm Sales, Inc. Employee Stock Ownership Plan in NJ ($7M, 14 participants).
Which ESOP plans cover a similar participant headcount to Lion Plumbing Supply, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Sundance State Bank Profit Sharing and Employee Stock Ownership Plan in WY (33 participants, $6M in assets).