ESOP · DOL Form 5500 · 2024
L.C. Smith, Incorporated ESOP
Data updated 2026-08-25
- $914K
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $130,604
- Avg per participant Near avg balance/head
Official DOL plan name: L.C. Smith, Incorporated Employee Stock Ownership Plan · Sponsored by L.C. Smith, Incorporated · Virginia · Manufacturing
$914K in assets, 7 participants
L.C. Smith, Incorporated's L.C. Smith, Incorporated Employee Stock Ownership Plan reported $914K in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.
- #1,637 in Manufacturing (17,777 peers)
L.C. Smith, Incorporated multi-year trail
L.C. Smith, Incorporated's plans moved -17.6% in assets from 2022 to 2024; this filing shows L.C. Smith, Incorporated Employee Stock Ownership Plan at $914K / 7 participants.
- #1,637
- in Manufacturing (17,777 peers)
- +4.3%
- assets growth YoY
L.C. Smith, Incorporated Employee Stock Ownership Plan among the smaller filed plans by assets
L.C. Smith, Incorporated Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$914,231 22nd percentile higher than 22% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
L.C. Smith, Incorporated Employee Stock Ownership Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. L.C. Smith, Incorporated Employee Stock Ownership Plan is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- L.C. Smith, Incorporated Employee Stock Ownership Plan reported net income rose from -$233K in the plan year 2023 filing to $19K in the plan year 2024 filing.
- L.C. Smith, Incorporated Employee Stock Ownership Plan reported participants rose from 6 in the plan year 2023 filing to 7 in the plan year 2024 filing.
- L.C. Smith, Incorporated Employee Stock Ownership Plan end-of-year assets rose from $876K in the plan year 2023 filing to $914K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 540476229 · L.C. Smith, Incorporated PY 2024 · ESOP
L.C. Smith, Incorporated Employee Stock Ownership Plan · $914K · 7 · 22nd
- PHOTO $914K
- IND 7
- EOY 22nd
- 5500 ESOP
- ASSETS near Smith-Doyle Contractors, Inc. Employee Stock Ownership Plan
- PCT ind #1637
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 Virginia →
L.C. Smith, Incorporated Employee Stock Ownership Plan in the asset neighbourhood
L.C. Smith, Incorporated multi-year asset trail
Sponsor-wide plan assets over time
All L.C. Smith, Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $914K 17.552468111508716% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $1M |
| 2023 | 1 | 6 | $876K |
| 2024 | 1 | 7 | $914K |
L.C. Smith, Incorporated filing trail (2024)
| Total Assets (Beginning of Year) | $876K |
|---|---|
| Net Assets (End of Year) | $895K |
| Net Income | $19K |
| Employer EIN | 540476229 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Virginia
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Nvr, Inc. Employee Stock Ownership Plan $1.3B · 6,515
- Delta Star Employee Stock Ownership Plan $447M · 222
- Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust $407M · 1,962
- The Resorts Companies, Inc. Employee Stock Ownership Plan $386M · 1,811
- New River Electrical Corporation Employee Stock Ownership Plan $380M · 458
L.C. Smith, Incorporated Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Virginia, the nearest ESOP by assets is Smith-Doyle Contractors, Inc. Employee Stock Ownership Plan in TN ($913K); by covered participants it is Haviland Bancshares, Inc. Employee Stock Ownership Plan and Trust in KS (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($914K here).
Similar participant headcount
Nearest other-state filings by covered participants (7 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.