ESOP · DOL Form 5500 · 2024

Lm Acquisition, Inc. ESOP

Data updated 2026-08-25

$760K
Total assets Small plan by assets
109
Participants Small participant base
21st
Percentile by assets National rank
$6,972
Avg per participant Low balance/head
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Official DOL plan name: Neighborhood Fresh Employee Stock Ownership Plan · Sponsored by Lm Acquisition, Inc. · Ohio · Retail Trade

$760K in assets, 109 participants

Lm Acquisition, Inc.'s Neighborhood Fresh Employee Stock Ownership Plan reported $760K in total assets and 109 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.

  • #2,634 in Retail Trade (8,048 peers)

Coverage in Ohio

Neighborhood Fresh Employee Stock Ownership Plan covers 109 participants in Ohio, about 14% of the average Ohio filer (state average ~765 per filing). Assets: $760K.

#2,634
in Retail Trade (8,048 peers)
+100.0%
assets growth YoY

Neighborhood Fresh Employee Stock Ownership Plan among the smaller filed plans by assets

Neighborhood Fresh Employee Stock Ownership Plan vs every filed plan by assets

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

$760,000 21st percentile higher than 21% 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

Neighborhood Fresh Employee Stock Ownership Plan 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. Neighborhood Fresh Employee Stock Ownership Plan sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Neighborhood Fresh Employee Stock Ownership Plan reported net income rose from $20K in the plan year 2023 filing to $511K in the plan year 2024 filing.
  • Neighborhood Fresh Employee Stock Ownership Plan end-of-year assets rose from $380K in the plan year 2023 filing to $760K in the plan year 2024 filing.
  • Neighborhood Fresh Employee Stock Ownership Plan reported participants fell from 111 in the plan year 2023 filing to 109 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 202858228 · Lm Acquisition, Inc. PY 2024 · ESOP

Neighborhood Fresh Employee Stock Ownership Plan · $760K · 109 · 21st

  • PART $760K
  • TYPE 109
  • NET 21st
  • BOOK ESOP
  • VS-ST near Amplified Journey Employee Stock Ownership Plan
  • BOY ind #2634

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 Ohio →

Neighborhood Fresh Employee Stock Ownership Plan in the asset neighbourhood

Neighborhood Fresh Employee Stock Ownership PlanNeighborhood Fresh Employee …$760KAmplified Journey Employee Stock Ownership PlanAmplified Journey Employee S…$760KBkbm Engineers Employee Stock Ownership PlanBkbm Engineers Employee Stoc…$760KUnion Grove Lumber and True Value Co. Employee Stock Ownership Plan and TrustUnion Grove Lumber and True …$762KQuantumdigital, Inc. Employee Stock Ownership PlanQuantumdigital, Inc. Employe…$764K
End-of-year total assets ($M) among Neighborhood Fresh Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$380K
Net Assets (End of Year)-$5M
Net Income$511K
Employer EIN202858228
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lm Acquisition, Inc.)

Sponsor-wide plan assets over time

All Lm Acquisition, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$760K 66.8892060554414% vs 2022
2024 filing year
$0M$1M$2M$3M 202220232024 $2.3M $0.76M ▼ -67.0%
Year Plans Participants Total Assets
2022 2 208 $2M
2023 1 111 $380K
2024 1 109 $760K

Nearby ESOP Plans in Ohio

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

Neighborhood Fresh Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Neighborhood Fresh Employee Stock Ownership Plan, Total assets ($B): 0.00076 · Participants: 109Neighborhood Fresh Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.965382968 · Participants: 33639Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 2.007916491 · Participants: 1118The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.695889558 · Participants: 903Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.501664561 · Participants: 4264Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.485460635 · Participants: 415Cleveland Steel Container Corporation Employee Stock Ownership Plan
Neighborhood Fresh Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Neighborhood Fresh Employee Stock Ownership Plan side-by-side with 3 peers →

Neighborhood Fresh Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Amplified Journey Employee Stock Ownership Plan in GA ($760K); by covered participants it is Galfab Holdings Inc. Employee Stock Ownership Plan in IL (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Neighborhood Fresh Employee Stock Ownership Plan assets move in 2024? ▼
Neighborhood Fresh Employee Stock Ownership Plan surged - up 100.0% during 2024, from $380K to $760K. Reported net income was $511K.
How have Lm Acquisition, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lm Acquisition, Inc.'s sponsor-wide assets declined 66.9%, from $2M to $760K.
Where does Neighborhood Fresh Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Neighborhood Fresh Employee Stock Ownership Plan ranks in the 21st 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 Neighborhood Fresh Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Amplified Journey Employee Stock Ownership Plan in GA ($760K, 5 participants).
Which ESOP plans cover a similar participant headcount to Neighborhood Fresh Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Galfab Holdings Inc. Employee Stock Ownership Plan in IL (109 participants, $150K 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 202858228.

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.