ESOP · DOL Form 5500 · 2023

Lawrence W. Rosine Company ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
29th
Percentile by assets National rank
$454,231
Avg per participant High balance/head
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Official DOL plan name: Lawrence W. Rosine Co. Profit Sharing - Employee Stock Ownership Plan · Sponsored by Lawrence W. Rosine Company · California · Construction

$2M in assets, 4 participants

Lawrence W. Rosine Company's Lawrence W. Rosine Co. Profit Sharing - Employee Stock Ownership Plan reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,445 in Construction (9,030 peers)

Lawrence W. Rosine Company multi-year trail

Lawrence W. Rosine Company's plans moved +30.1% in assets from 2022 to 2023; this filing shows Lawrence W. Rosine Co. Profit Sharing - Employee Stock Ownership Plan at $2M / 4 participants.

#2,445
in Construction (9,030 peers)
+30.1%
assets growth YoY

Lawrence W. Rosine Co. Profit Sharing - Employee Stock Ownership Plan among the smaller filed plans by assets

Lawrence W. Rosine Co. Profit Sharing - Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,816,923 29th percentile higher than 29% of 127,068 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 2023

Lawrence W. Rosine Co. Profit Sharing - Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lawrence W. Rosine Co. Profit Sharing - Employee Stock Ownership Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lawrence W. Rosine Co. Profit Sharing - Employee Stock Ownership Plan reported net income rose from -$558K in the plan year 2022 filing to $420K in the plan year 2023 filing.
  • Lawrence W. Rosine Co. Profit Sharing - Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 951972973 · Lawrence W. Rosine Company PY 2023 · ESOP

Lawrence W. Rosine Co. Profit Sharing - Employee Stock Ownership Plan · $2M · 4 · 29th

  • EIN $2M
  • EIN 4
  • EIN 29th
  • EIN ESOP
  • EIN near Frederick Derr & Company, Inc. Employee Stock Ownership Plan
  • EIN ind #2445

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 →

Lawrence W. Rosine Co. Profit Sharing - Employee Stock Ownership Plan in the asset neighbourhood

Lawrence W. Rosine Co. Profit Sharing - Employee Stock Ownership PlanLawrence W. Rosine Co. Profi…$2MFrederick Derr & Company, Inc. Employee Stock Ownership PlanFrederick Derr & Company, In…$2MPeople's Bank of Commerce Employee Stock Ownership PlanPeople's Bank of Commerce Em…$2MBedford Road Pharmacy, Inc. ESOP PlanBedford Road Pharmacy, Inc. …$2MChris-Tel Construction Employee Stock Ownership PlanChris-Tel Construction Emplo…$2M
End-of-year total assets ($M) among Lawrence W. Rosine Co. Profit Sharing - Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Lawrence W. Rosine Company multi-year asset trail

Sponsor-wide plan assets over time

All Lawrence W. Rosine Company plans reported in each filing year

Latest sponsor-wide plan assets
$2M 30.0942990935258% vs 2022
2023 filing year
$1.2M$1.4M$1.6M$1.8M$2M 20222023 $1.4M $1.82M ▲ +30.0%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 4 $2M

Lawrence W. Rosine Company filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$420K
Employer EIN951972973
Plan Effective Date1962-12-31
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Lawrence W. Rosine Co. Profit Sharing - Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Lawrence W. Rosine Co. Profit Sharing - Employee Stock Ownership Plan, Total assets ($B): 0.001816923 · Participants: 4Lawrence W. Rosine Co. Profit Sharing - Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Lawrence W. Rosine Co. Profit Sharing - Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Lawrence W. Rosine Co. Profit Sharing - Employee Stock Ownership Plan side-by-side with 3 peers →

Lawrence W. Rosine Co. Profit Sharing - Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Frederick Derr & Company, Inc. Employee Stock Ownership Plan in FL ($2M); by covered participants it is Martingale & Company Employee Stock Ownership Plan in WA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lawrence W. Rosine Co. Profit Sharing - Employee Stock Ownership Plan assets move in 2023? ▼
Lawrence W. Rosine Co. Profit Sharing - Employee Stock Ownership Plan surged - up 30.1% during 2023, from $1M to $2M. Reported net income was $420K.
How have Lawrence W. Rosine Company plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Lawrence W. Rosine Company's sponsor-wide assets grew 30.1%, from $1M to $2M.
Which ESOP plans are similar in size to Lawrence W. Rosine Co. Profit Sharing - Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Frederick Derr & Company, Inc. Employee Stock Ownership Plan in FL ($2M, 105 participants).
Which ESOP plans cover a similar participant headcount to Lawrence W. Rosine Co. Profit Sharing - Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Martingale & Company Employee Stock Ownership Plan in WA (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 951972973.

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.