ESOP · DOL Form 5500 · 2024

Ray Lindsey Company ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
27th
Percentile by assets National rank
$232,963
Avg per participant Above avg balance/head
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Official DOL plan name: Ray Lindsey Company Employee Stock Ownership Plan · Sponsored by Ray Lindsey Company · Missouri · Wholesale Trade

$2M in assets, 7 participants

Ray Lindsey Company's Ray Lindsey Company Employee Stock Ownership Plan reported $2M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #1,001 in Wholesale Trade (6,080 peers)

Ray Lindsey Company multi-year trail

Ray Lindsey Company's plans moved +17.8% in assets from 2022 to 2024; this filing shows Ray Lindsey Company Employee Stock Ownership Plan at $2M / 7 participants.

#1,001
in Wholesale Trade (6,080 peers)
+3.2%
assets growth YoY

Ray Lindsey Company Employee Stock Ownership Plan among the smaller filed plans by assets

Ray Lindsey Company Employee Stock Ownership Plan vs every filed plan by assets

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

$1,630,739 27th percentile higher than 27% 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

Ray Lindsey Company 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. Ray Lindsey Company 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

  • Ray Lindsey Company Employee Stock Ownership Plan reported net income fell from $196K in the plan year 2023 filing to $50K in the plan year 2024 filing.
  • Ray Lindsey Company Employee Stock Ownership Plan reported participants fell from 8 in the plan year 2023 filing to 7 in the plan year 2024 filing.
  • Ray Lindsey Company Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 480817626 · Ray Lindsey Company PY 2024 · ESOP

Ray Lindsey Company Employee Stock Ownership Plan · $2M · 7 · 27th

  • PART $2M
  • PART 7
  • PART 27th
  • PART ESOP
  • PART near Data Papers, Inc. Employee Stock Ownership Plan
  • PART ind #1001

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 Missouri →

Ray Lindsey Company Employee Stock Ownership Plan in the asset neighbourhood

Ray Lindsey Company Employee Stock Ownership PlanRay Lindsey Company Employee…$2MData Papers, Inc. Employee Stock Ownership PlanData Papers, Inc. Employee S…$2MStadco Employee Stock Ownership PlanStadco Employee Stock Owners…$2MWatts Enterprises, Inc. Employee Stock Ownership PlanWatts Enterprises, Inc. Empl…$2MKurmac, Inc. Employee Stock Ownership Plan and TrustKurmac, Inc. Employee Stock …$2M
End-of-year total assets ($M) among Ray Lindsey Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Ray Lindsey Company multi-year asset trail

Sponsor-wide plan assets over time

All Ray Lindsey Company plans reported in each filing year

Latest sponsor-wide plan assets
$2M 17.7518151195578% vs 2022
2024 filing year
$1.3M$1.4M$1.5M$1.6M$1.7M 202220232024 $1.38M $1.63M ▲ +18.1%
Year Plans Participants Total Assets
2022 1 9 $1M
2023 1 8 $2M
2024 1 7 $2M

Ray Lindsey Company filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$50K
Employer EIN480817626
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Missouri

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

Ray Lindsey Company Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Ray Lindsey Company Employee Stock Ownership Plan, Total assets ($B): 0.001630739 · Participants: 7Ray Lindsey Company Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.463861407 · Participants: 9902Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.845491185 · Participants: 2983Mccarthy Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.620590539 · Participants: 2825Je Dunn Employee Stock Ownership Plan and TrustArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.514271888 · Participants: 608Arco DB Companies, Inc. Employee Stock Ownership PlanEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.399783698 · Participants: 2184Emery Sapp Employee Stock Ownership Plan
Ray Lindsey Company Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants

Ray Lindsey Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Data Papers, Inc. Employee Stock Ownership Plan in PA ($2M); by covered participants it is P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan in VA (7 participants). Same-state nearby plans are listed separately above.

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 Ray Lindsey Company Employee Stock Ownership Plan assets move in 2024?
Ray Lindsey Company Employee Stock Ownership Plan edged up modestly - up 3.2% during 2024, from $2M to $2M. Reported net income was $50K.
How have Ray Lindsey Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Ray Lindsey Company's sponsor-wide assets grew 17.8%, from $1M to $2M.
Which ESOP plans are similar in size to Ray Lindsey Company Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Data Papers, Inc. Employee Stock Ownership Plan in PA ($2M, 64 participants).
Which ESOP plans cover a similar participant headcount to Ray Lindsey Company Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan in VA (7 participants, N/A in assets).