ESOP · DOL Form 5500 · 2024

Lmh ESOP Holdco, Inc. ESOP

Data updated 2026-08-25

$232M
Total assets Near avg plan size
1,139
Participants Near avg headcount
95th
Percentile by assets National rank
$203,398
Avg per participant Above avg balance/head
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Official DOL plan name: Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan · Sponsored by Lmh ESOP Holdco, Inc. · California · Real Estate

$232M in assets, 1,139 participants

Lmh ESOP Holdco, Inc.'s Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan reported $232M in total assets and 1,139 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #4,546 in Real Estate (4,605 peers)

Where Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan sits by assets

Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $232M for 1,139 participants (~$203,398/participant), up 22.7% in 2024.

#4,546
in Real Estate (4,605 peers)
+22.7%
assets growth YoY
2.3×
vs typical plan assets (national mean)

Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan's outsized position by total assets

Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$231,670,527 Top 5% higher than 95% 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

Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan lands in the large band (1,139 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan reported net income rose from $32M in the plan year 2023 filing to $43M in the plan year 2024 filing.
  • Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan end-of-year assets rose from $189M in the plan year 2023 filing to $232M in the plan year 2024 filing.
  • Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan reported participants rose from 1,003 in the plan year 2023 filing to 1,139 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 854391092 · Lmh ESOP Holdco, Inc. PY 2024 · ESOP

Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan · $232M · 1,139 · 95th

  • PCT $232M
  • PCT 1,139
  • PCT 95th
  • PCT ESOP
  • PCT near Dixie Plywood and Lumber Company Employee Stock Ownership Plan
  • PCT ind #4546

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 →

Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Lmh ESOP Holdco, Inc. Employee Stock Ownership PlanLmh ESOP Holdco, Inc. Employ…$232MDixie Plywood and Lumber Company Employee Stock Ownership PlanDixie Plywood and Lumber Com…$231MClune Construction Company Employee Stock Ownership PlanClune Construction Company E…$230MLane Enterprises Holdings, Inc. Employee Stock Ownership PlanLane Enterprises Holdings, I…$230MGridiron Employee Stock Ownership PlanGridiron Employee Stock Owne…$229M
End-of-year total assets ($M) among Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$189M
Net Assets (End of Year)$231M
Net Income$43M
Employer EIN854391092
Plan Effective Date2020-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Lmh ESOP Holdco, Inc.)

Sponsor-wide plan assets over time

All Lmh ESOP Holdco, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$232M 47.93775670498084% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $157M $232M ▲ +47.9%
Year Plans Participants Total Assets
2022 1 914 $157M
2023 1 1,003 $189M
2024 1 1,139 $232M

Nearby ESOP Plans in California

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

Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.231670527 · Participants: 1139Lmh ESOP Holdco, Inc. 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
Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Dixie Plywood and Lumber Company Employee Stock Ownership Plan in GA ($231M); by covered participants it is Halff Associates, Inc. Employee Stock Ownership Plan and Trust in TX (1,131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,139 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 Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan grew sharply - up 22.7% during 2024, from $189M to $232M. Reported net income was $43M.
How have Lmh ESOP Holdco, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lmh ESOP Holdco, Inc.'s sponsor-wide assets grew 47.9%, from $157M to $232M.
Where does Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dixie Plywood and Lumber Company Employee Stock Ownership Plan in GA ($231M, 324 participants).
Which ESOP plans cover a similar participant headcount to Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Halff Associates, Inc. Employee Stock Ownership Plan and Trust in TX (1,131 participants, $53M 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 854391092.

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.