ESOP · DOL Form 5500 · 2024

Landmark Worldwide ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
240
Participants Below avg headcount
69th
Percentile by assets National rank
$77,348
Avg per participant Below avg balance/head
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Official DOL plan name: Landmark Worldwide Employee Stock Ownership Plan · Sponsored by Landmark Worldwide · California · Educational Services

$19M in assets, 240 participants

Landmark Worldwide's Landmark Worldwide Employee Stock Ownership Plan reported $19M in total assets and 240 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #1,886 in Educational Services (3,638 peers)

Coverage in California

Landmark Worldwide Employee Stock Ownership Plan covers 240 participants in California, about 38% of the average California filer (state average ~630 per filing). Assets: $19M.

#1,886
in Educational Services (3,638 peers)
+9.8%
assets growth YoY

Landmark Worldwide Employee Stock Ownership Plan's outsized position by total assets

Landmark Worldwide Employee Stock Ownership Plan vs every filed plan by assets

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

$18,563,557 Top 31% higher than 69% 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

Landmark Worldwide 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. Landmark Worldwide Employee Stock Ownership Plan sits mid-pack in the medium band (240 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Landmark Worldwide Employee Stock Ownership Plan reported net income rose from -$3K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Landmark Worldwide Employee Stock Ownership Plan end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Landmark Worldwide Employee Stock Ownership Plan reported participants rose from 225 in the plan year 2023 filing to 240 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 270033035 · Landmark Worldwide PY 2024 · ESOP

Landmark Worldwide Employee Stock Ownership Plan · $19M · 240 · 69th

  • NET $19M
  • BOOK 240
  • VS-ST 69th
  • BOY ESOP
  • SCH near Community State Bank Employee Stock Ownership Plan and Trust
  • EBSA ind #1886

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 California →

Landmark Worldwide Employee Stock Ownership Plan in the asset neighbourhood

Engineering Industries, Inc. Employee Stock Ownership PlanEngineering Industries, Inc.…$19MChris R. Sheridan & Co. Employee Stock Ownership PlanChris R. Sheridan & Co. Empl…$19MLandmark Worldwide Employee Stock Ownership PlanLandmark Worldwide Employee …$19MCommunity State Bank Employee Stock Ownership Plan and TrustCommunity State Bank Employe…$19MBlankenberger Brothers, Inc. Employee Stock Ownership Plan and Trust AgreementBlankenberger Brothers, Inc.…$19M
End-of-year total assets ($M) among Landmark Worldwide Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN270033035
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Landmark Worldwide)

Sponsor-wide plan assets over time

All Landmark Worldwide plans reported in each filing year

Latest sponsor-wide plan assets
$50M 15.644180377988807% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $43.3M $50M ▲ +15.6%
Year Plans Participants Total Assets
2022 2 467 $43M
2023 2 640 $46M
2024 2 746 $50M

Nearby ESOP Plans in California

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

Landmark Worldwide Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Landmark Worldwide Employee Stock Ownership Plan, Total assets ($B): 0.018563557 · Participants: 240Landmark Worldwide Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Landmark Worldwide Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Landmark Worldwide Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Community State Bank Employee Stock Ownership Plan and Trust in WI ($19M); by covered participants it is Catamount Constructors, Inc. Employee Stock Ownership Plan in CO (240 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (240 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 Landmark Worldwide Employee Stock Ownership Plan assets move in 2024? ▼
Landmark Worldwide Employee Stock Ownership Plan grew at a solid clip - up 9.8% during 2024, from $17M to $19M. Reported net income was $2M.
How have Landmark Worldwide plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Landmark Worldwide's sponsor-wide assets grew 15.6%, from $43M to $50M.
Which ESOP plans are similar in size to Landmark Worldwide Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Community State Bank Employee Stock Ownership Plan and Trust in WI ($19M, 74 participants).
Which ESOP plans cover a similar participant headcount to Landmark Worldwide Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Catamount Constructors, Inc. Employee Stock Ownership Plan in CO (240 participants, $88M 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 270033035.

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.