ESOP · DOL Form 5500 · 2024

Lee Machinery Movers, Inc. ESOP

Data updated 2026-08-25

$16M
Total assets Small plan by assets
47
Participants Small participant base
66th
Percentile by assets National rank
$345,108
Avg per participant High balance/head
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Official DOL plan name: Lee Machinery Movers, Inc. Employee Stock Ownership Plan · Sponsored by Lee Machinery Movers, Inc. · Michigan · Professional & Technical Services

$16M in assets, 47 participants

Lee Machinery Movers, Inc.'s Lee Machinery Movers, Inc. Employee Stock Ownership Plan reported $16M in total assets and 47 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #13,130 in Professional & Technical Services (20,173 peers)

Lee Machinery Movers, Inc. multi-year trail

Lee Machinery Movers, Inc.'s plans moved +538.9% in assets from 2023 to 2024; this filing shows Lee Machinery Movers, Inc. Employee Stock Ownership Plan at $16M / 47 participants.

#13,130
in Professional & Technical Services (20,173 peers)
+538.9%
assets growth YoY

Lee Machinery Movers, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Lee Machinery Movers, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$16,220,080 Top 34% higher than 66% 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

Lee Machinery Movers, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lee Machinery Movers, Inc. Employee Stock Ownership Plan is a small filing (47 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lee Machinery Movers, Inc. Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Lee Machinery Movers, Inc. Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Lee Machinery Movers, Inc. Employee Stock Ownership Plan reported participants rose from 36 in the plan year 2023 filing to 47 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 383379115 · Lee Machinery Movers, Inc. PY 2024 · ESOP

Lee Machinery Movers, Inc. Employee Stock Ownership Plan · $16M · 47 · 66th

  • 5500 $16M
  • 5500 47
  • 5500 66th
  • 5500 ESOP
  • 5500 near The Party Source Employee Stock Ownership Plan
  • 5500 ind #13130

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 Michigan →

Lee Machinery Movers, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Bremer Financial Corporation Employee Stock Ownership PlanBremer Financial Corporation…$16MEmployee Stock Ownership Plan of Emory Wilson Process, Inc.Employee Stock Ownership Pla…$16MBridge Community Bank ESOP$16MLee Machinery Movers, Inc. Employee Stock Ownership PlanLee Machinery Movers, Inc. E…$16MThe Party Source Employee Stock Ownership PlanThe Party Source Employee St…$16M
End-of-year total assets ($M) among Lee Machinery Movers, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Lee Machinery Movers, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lee Machinery Movers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 538.9047760850692% vs 2023
2024 filing year
$0M$5M$10M$15M$20M 20232024 $2.54M $16.2M ▲ +538.6%
Year Plans Participants Total Assets
2023 1 36 $3M
2024 1 47 $16M

Lee Machinery Movers, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$13M
Net Income$14M
Employer EIN383379115
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Michigan

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

Lee Machinery Movers, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -0.500.511.52 Total assets ($B) Participants Lee Machinery Movers, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.01622008 · Participants: 47Lee Machinery Movers, Inc. Employee Stock Ownership PlanMcnaughton-Mckay Electric Company Employee Stock Ownership Plan, Total assets ($B): 1.551258212 · Participants: 1780Mcnaughton-Mckay Electric Company Employee Stock Ownership PlanThe Kendall Group Employee Stock Ownership Plan, Total assets ($B): 0.899849551 · Participants: 1936The Kendall Group Employee Stock Ownership PlanProject Worldwide, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.452711138 · Participants: 1284Project Worldwide, Inc. Employee Stock Ownership PlanMotor City Electric Co. Employee Stock Ownership Plan, Total assets ($B): 0.410252812 · Participants: 218Motor City Electric Co. Employee Stock Ownership PlanLee Contracting, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.250474411 · Participants: 565Lee Contracting, Inc. Employee Stock Ownership Plan
Lee Machinery Movers, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants
Compare Lee Machinery Movers, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Lee Machinery Movers, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Michigan, the nearest ESOP by assets is The Party Source Employee Stock Ownership Plan in KY ($16M); by covered participants it is Preferred Drilling Solutions, Inc. Employee Stock Ownership Plan in FL (47 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (47 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 Lee Machinery Movers, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Lee Machinery Movers, Inc. Employee Stock Ownership Plan surged - up 538.9% during 2024, from $3M to $16M. Reported net income was $14M.
How have Lee Machinery Movers, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Lee Machinery Movers, Inc.'s sponsor-wide assets grew 538.9%, from $3M to $16M.
Which ESOP plans are similar in size to Lee Machinery Movers, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Party Source Employee Stock Ownership Plan in KY ($16M, 73 participants).
Which ESOP plans cover a similar participant headcount to Lee Machinery Movers, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Preferred Drilling Solutions, Inc. Employee Stock Ownership Plan in FL (47 participants, N/A 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 383379115.

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.